Reports Overview & Navigation

• Related Articles

• Financial Reports (Invoices & Checks)

  Summary: Invoice Recap, Check Register, Delivery Log. Quick answer Use financial reports for reconciliation. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Select Invoice Recap media/reports-financial-01.png [Insert screenshot] Run ...

• Inquiry: Search for Work Orders

  Summary: Use powerful wildcard searches across patient, bill‑to, area designation, branch, claim number, and more. Quick answer Open Inquiry; combine multiple fields; uncheck In Progress or date filters if you can’t find a job. What you need WinCopy ...

• Work In Progress (WIP) Reports

  Summary: Monitor open jobs and billing readiness. Quick answer Run WIP to see active work. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open WIP media/reports-wip-01.png [Insert screenshot] Set date/status filters ...

• Order Entry Overview

  Summary: WinCopy’s Order Entry organizes data by tabs; defaults guide quick entry. Quick answer Complete main case fields, then move through tabs (Bill To, Patient, Court, Opposing, Ship‑To, Facilities, etc.). What you need WinCopy SQL v9.0.06+ ...

• Model System Overview

  Summary: Understand model architecture. Quick answer Models have graphic, procedure, and data sections. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open model docs media/models-overview-01.png [Insert screenshot] Review sections ...