I understand the activity report is going to be retired and replaced with the financial overview report. If that is the case, the financial overview report needs to have the option to include both charges and collections combined into 1 report as opposed to running 2 different reports, one for charges and one for collections. This is easier to see easily what the office did for the specific time frame selected
On the financial overview, I'd like to see the total amount of money collected for the treatment plans. Currently it shows what is unapplied, but no total. Also on the collection summary, if we can click on the totals to see who the money is coming from, (similar to Quickbooks)