Reporting

Showing 197 of 2040

Add staff to Credit Card Charges report

Add the staff name to the Credit Card Charges report so I can see who took the charge.

Guest over 3 years ago in Reporting 24 Future consideration

Add more data to the Submitted Claims report

Add additional information to the Submitted Claims report so I can better analyze the claims that were submitted and the reimbursement.

Anna Johnson 5 months ago in Billing & Payments / Reporting 0 Future consideration

94 VOTE

Add Client ID to all reports

Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.

Guest about 8 years ago in Reporting 22 Future consideration

23 VOTE

Add payment method to the Daily Billing report

Allow me to view the payment method when running the Daily Billing report.

Guest about 2 years ago in Reporting 1 Future consideration

95 VOTE

Filter Invoice Aging report by rendering provider

Allow me to view, sort, and filter by the rendering provider when running the Invoice Aging report.

Guest over 8 years ago in Reporting 19 Future consideration

35 VOTE

Report on client flags

Allow me to run a report that will show me how many clients have a certain flag.

Guest about 3 years ago in Reporting 6 Future consideration

73 VOTE

Add or remove archived clients in reports

When running certain reports, allow me the option to include or not include archived clients.

Guest almost 7 years ago in Reporting 14 Future consideration

18 VOTE

Add CC fees to the Daily Billing report

Show the credit card fees in the Daily Billing report.

Guest about 2 years ago in Reporting 4 Future consideration

65 VOTE

Report on therapists' hours

Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.

Guest almost 9 years ago in Reporting 12 Future consideration

34 VOTE

Display filters on exported reports

When I run a report and export it, show the date filter and any other filters I've applied at the top of the report so I can clearly understand the data I'm reviewing.

Guest over 4 years ago in Reporting 12 Future consideration

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