Other Reports
Navigate to Financials > Other under Reporting on the left-hand side of the screen.
Select the desired report to run it.
Revenue Reports
YTD Sales by Month
YTD Sales by Provider
Gross Sales - The total amount of finalized invoices, not including sales tax and before discounts.
Gross Sales by Provider
All Discounts - Total discounts applied to finalized invoices (coupons, plan discounts, etc.)
All Discounts by Provider
Member Discounts - Total wellness plan and/or membership discounts applied to finalized invoices.
Insight
Avg. Patient Invoice by Location
Avg. Patient Invoice by Provider
Tax Reports
Sales Tax - The total sales tax billed on finalized invoices.
Sales Tax by Month
Yearly Sales Tax
All Locations Sales Tax
Taxable Sales
Payments
Payments by Location
Payments by Method