Viewing the Payment Analysis Report

The payment analysis report displays how, when, and what types of payments are received at your practice for a specified date range.

To view the payment analysis report

How to get there

1. On the Home menu, under Reports, click (or tap) Payment Analysis.

   The Payment Analysis Report page opens.

1. On the Payment Analysis Report page, set up the following options:

   • Organization/Location - The payment receipts and payment type totals will be calculated for the selected locations. Do any of the following:

     • Select the All check box to view payment receipts and payment type totals for all locations and your organisation.

     • Select the check box next to your organisation's name to view the organisation's payment receipts and payment type totals (the sum of the payment receipts and payment type totals for all locations in the organisation).

     • Select the check boxes next to any of the location names to view the payment receipts and payment type totals for each of those locations.

     • Click Select Locations to select the desired locations.

     • Only locations that you have access to are available.

   • Date Range - The date or date range of payments to include on the report. Leave the current date selected, or select the desired date (today, yesterday, or a specific date) or date range (last 7 days, last 30 days, this month, or a custom range).

   • Payment Tags - You can filter the report by payment tags. Only the tags that have been attached to payments are available. Do any of the following for any tag that you want to use to filter the report (as you click (or tap) a tag button, the status changes):

     • To include those payments that have a specific tag attached, click (or tap) the corresponding tag button as needed to make a green stripe appear on the left side of the button.

       

     • To include those payments that do not have a specific tag attached, click (or tap) the corresponding tag button as needed to make a red stripe appear on the left side of the button.

       

     • To include payments whether or not they have a specific tag attached, click (or tap) the corresponding tag button as needed to make the button not have a coloured stripe, or do not click (or tap) the button if it already does not have a stripe.

       

2. Click (or tap) Search.

3. To print the report, click (or tap) Print.

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Related Errors/Questions

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