Reporting

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2 VOTE

Add service type to credit card charges report

When running the credit card charges report, allow me to see what service type that charge was linked to.

Guest over 3 years ago in Reporting 0 Future consideration

2 VOTE

Add email address to clients intake report

When running the Clients Intake report, allow me to include the client's email address.

Guest over 3 years ago in Reporting 1 Future consideration

2 VOTE

Report on fields from intake fields

Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.

Guest over 3 years ago in Reporting 1 Future consideration

3 VOTE

Display column header on each page of printed PDF reports

When the Invoice Aging report is printed, the column headings are only on the first page. It would be very helpful to have the column headings printed on each page.

Guest over 5 years ago in Reporting 1 Future consideration

1 VOTE

Hours Displayed in Reporting

Include the hours spent on the Progress Note Signature Report

Guest almost 2 years ago in Reporting 0 Future consideration

1 VOTE

Remove totals from downloaded billing reports

When I download a billing report to a CSV or PDF, allow me the option to remove the totals that appear at the top of the report.

Guest almost 2 years ago in Reporting 1 Future consideration

2 VOTE

Add invoice number to payroll by rendering provider report

When running the payroll report, allow me to include the invoice number.

Guest almost 4 years ago in Reporting 1 Future consideration

1 VOTE

Display invoice number on the credit card charges report

If a credit card payment was applied to an invoice, show the invoice number on the credit card charges report.

Guest about 2 years ago in Reporting 1 Future consideration

2 VOTE

Include email address in Demographic Analytics report

Allow me the option to include the client's email address when running the Demographic Analytics report. I like to email clients within a given intake time frame and right now I have to pull that information from multiple places in TheraNest.

Guest about 4 years ago in Reporting 0 Future consideration

1 VOTE

Add disbursement date to credit card payments in Payroll by Rendering Provider report

Add a column for the disbursement date to the Payroll by Rending Provider report for credit card payments processed in TheraNest to assist with payroll and tracking.

Guest about 2 years ago in Reporting 0 Future consideration

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