Note: The reports available on your platform will vary based on the specifications of your platform, location, and needs. Please reach out with any questions at all.
You can download a .csv file of any of the following reports by clicking the "Export" button on the upper right-hand-side of each report.
You can filter each report using the available filters on each page. Please note that these differ slightly based on the report type.
Sales
The sales report provides information on invoices issued and products billed for, and the total corresponding revenue. Here you can sort by factors such as the invoice status, the total price, and the product name.
Credits
The credits report provides information on credit notes and applications of credit across the platform. This functions similarly to the sales report, but focuses on credited items only.
Debtors
The debtors report shows overdue finance items. This is on a per-patient basis, with the total outstanding balance grouped by amount of time outstanding — for example a £500 total outstanding balance, with £200 of this being 90+ days o/s and £300 being 30-60 days o/s.
Creditors
The creditors report shows and overview of the total amount of credit notes and deposits that have been issued across the platform, along with the total number of patients ("creditors") who have credit associated with their accounts.
Payouts
The payouts report shows payment flows and splits related to incoming payments. This includes any associated fees.
Tax
Across the tax reports — which can be broken down into invoices, detailed sales, and accrual summary — you can see information related to tax applied to invoices, for example tax collected, tax credited, and tax rate.