Running Billing Reports

Overview

The Billing Report shows your center's billing figures for a date range. A Grand Total box always shows the total and a breakdown by payor. Below that, you can view the line items as Details (each billing record) or Summary (a per-member total for each day in the period), filter by benefit type and status, and export the results.

Before You Begin

You need Reports access. If you cannot open the Reports area, contact your administrator.
Attendance should be complete for the date range you want to bill.
Benefit types should be configured so filtering and totals are accurate.

Steps

Step 1: Open the Billing Report

Select Reports from the main navigation, then choose Billing Report from the list.

Open the Billing Report from the Reports list

Step 2: Choose Details or Summary

Switch the report's table between two views:

Details — line-by-line billing records for each member and service date.
Summary — each member's billed quantity for every day in the period, with a total per member.

The Grand Total box above the table — with the total and a breakdown by payor — stays visible in both views.

Switch between the Details and Summary views

Step 3: Set the Date Range

Choose the time period — Day, Week, Month, or a Custom range. The report refreshes for the selected period.

Set the billing date range

Step 4: Filter by Benefit Type and Status

Narrow the report using the available filters:

Benefit Types — include only the benefit types (payors) you want.
Status — limit the report to records with a particular attendance status.

Filter by benefit type and status

Step 5: Export the Report

Use the report's actions to export:

Print — open the print dialog to print or save as PDF.
CSV — download the data for use in a spreadsheet.

Print or download the billing report as CSV

Tips

Use the Grand Total box for a quick financial picture. The total and payor breakdown stay visible no matter which table view or filters you choose.
Filter before you export. Limiting to the benefit types and status you need keeps the export focused.
Reconcile Details against attendance. The Details view helps you confirm each billed record ties back to real attendance.

Troubleshooting

Problem	Solution
The report shows no data	Confirm the date range includes days with attendance, and that you have not filtered out every benefit type.
Billing amounts look wrong	Check the member's benefit configuration and that attendance records have the correct benefit type.
The report is slow to load	Narrow the date range or reduce the number of benefit types selected.