Questions About Reports

A report I used to run has gone. What happened?

The reports section was rebuilt in August 2026 and around 250 old pages were retired, most of them duplicates or reports nothing had opened in years. Look for the current equivalent in the list on the left, and update any bookmark you kept.

Why does my colleague see reports I do not?

The list reflects each account's permissions - a group only appears when you have access to something inside it. Compare the two accounts under Edit User on the Admin page.

What is the difference between the three Master Reports?

Depth, not content. Summary gives period totals, Standard gives encounter totals, Detailed gives every line. Start at Summary and go deeper only when a figure needs explaining.

Why do some reports have no date range?

Because they describe how things stand now rather than what happened between two dates. Outstanding balances, credits, subscription health and the duplicate-finding reports are all point-in-time, so a period would not mean anything.

Which reports can I export?

Sales Tax, Sales Tax - Line Detail, Discounts Given, Unbilled Services, Subscription Health and Provider Productivity export to CSV. Any report can be printed to PDF. An export always matches what is on screen, so set the period first.

Why can a provider only see their own numbers?

Providers are restricted to their own figures by design. Choosing a different provider requires financial or administrator access.

Where is the Sales Tax line detail report? I cannot find it in the list.

It is reachable only by drilling into it from the Sales Tax report, which is why it is not in the navigation. Open Sales Tax and click through.

Two reports give me different totals for the same period.

They are usually counting different things - billable versus collected, or services versus products. Rather than comparing totals, drill into one until you reach the encounters behind it; that shows which is answering your question.

My report is empty.

Check the period first. Most reports open on the current month, so early in the month they can be legitimately near-empty. Widen it and see whether the figures appear.

Is it recorded that I ran a report?

Yes - successful report views are logged once each. This is normal for a system holding patient data and is what lets a practice show who looked at what.

Can I get a report that does not exist?

Ask. The registry makes adding one considerably easier than it used to be, and a report several practices want is worth building properly rather than everyone exporting to a spreadsheet.