From the Eziplan Menu:
Reports - Grouped Summaries
In the Grouped Summary reports page, select Service Summary option.
You may narrow down the results by Client, Care Worker, Team, Package, and Date range.
Once preferences are selected, results will be presented in a pie chart with the list of services on the right side. This report will provide a breakdown of where your business is coming from, allowing you to see what services make up the majority of your work, as well as which care workers, packages, teams, and date ranges are contributing. With this information, you will be able to gain insight and understanding as to where your money is coming from. Report can be exported to Excel by clicking the Excel icon at the top right of the list.
The next article Package Summary will show you how to pull out report for appointments grouped by package.