Reports
Keep track of important metrics with flexible reporting
31 articles
- How to Calculate a Historical Accounts Receivable TotalDetermine past outstanding debt as of a specified date
- Power BI Reports in DigitailFinding and using the equivalent values and reports
- Overview of the Flowboard ReportLearn how to monitor the patient journey to identify possible bottlenecks and improve efficiency
- Overview of the Clinic Performance Metrics DashboardView clinic key performance indicators
- AAHA CodesUnderstanding the concept and recommended implementation
- Using Digitail Redshift for Advanced Reporting & AnalyticsDigitail Redshift is an optional add‑on service that gives clinics secure access to their raw, structured data for advanced analytics, and custom reporting. If you are interested in enabling Redshift,…
- Timesheet ReportReview, Edit and Export staff hours.
- Accounting LedgerThe Accounting Ledger shows your clinic’s daily cash register activity, including starting balance, transactions, and ending balance for each day.
- Accounting Ledger OperationsThe Accounting Ledger Operations page lets you view, add, edit, and remove cash register entries for your clinic.
- Sales ReportKeep track of your sales and transactions.
- How to Find Unpaid Invoices and Run Financial ReportsHow to find unpaid invoices, pull a full year of charges and payments, and understand what each financial report is showing you
- Export the DSP Transactions ReportExport a CSV reconciliation file of your clinic's Digitail Secure Payments (DSP) card transactions directly from the Payments Report — no Stripe dashboard required.
- Payments ReportsCheck your received payments in real time.
- Accounts Receivable ReportReview your accounts receivable balances (Outstanding Debt).
- Discounts ReportAnalyze the who, what and why of discounts
- Summarized Production ReportAnalyze sales by provider
- Sales Report vs Payments ReportWhy do these report values differ?
- Credit Balance ReportClients that have credit available
- Detailed Production ReportAnalyze sales by product, service, AAHA codes and providers
- Sales Analysis ReportTracking each entry of a sale with revenue and profitability
- Set Staff Commissions based on SalesDefine the commission percentages for your team, using AAHA codes.
- Staff Commissions - Paid Revenue ReportTrack staff commissions based only on money your clinic has actually collected.