Transactions Overview Dashboard

The Transactions Overview dashboard provides a comprehensive view of your practice’s financial activity by surfacing both high-level trends and detailed breakdowns. It is designed to help you explore transaction patterns, identify client payment habits, and ensure accuracy in financial reconciliation. By breaking transactions down by Payment Method (such as credit card, check, or cash) and by Transaction Type (such as payment, refund, or adjustment), the dashboard gives you the clarity needed to better understand how revenue is being collected and recorded.

The primary purpose of this dashboard is to make reconciliation easier and more transparent by showing not only the volume and distribution of transactions, but also how clients prefer to pay. This insight can be valuable for financial planning, operational decisions (such as which payment options to continue or expand), and detecting unusual or unexpected transaction patterns that may require review. Ultimately, the Transactions Overview helps your team maintain confidence in financial reporting while keeping a pulse on client payment behavior.

Questions the Dashboard Can Answer:

Important to note:

Voided transactions are not displayed in this report, which means the financial data shown is not fully immutable. For example, filtering transactions for January while in February may produce different numbers if the report is run again in March, due to voids applied retroactively. In other words, this dashboard represents a snapshot of transactions at the moment the report is generated, and figures for the same time period may change if a transaction is voided in a later month. While this scenario should be relatively rare and limited to a small number of transactions, it is important to keep in mind when reconciling numbers across different reporting periods.

In addition, dropdown menu options will only appear once they have been used in the database, ensuring that filters remain relevant to actual data. It is also important to note that account credits are not counted as “payments.” Because credits simply move money between a deposit and an invoice (and vice versa), the actual transaction was already recorded at the time of the original payment or deposit. As a result, this report reflects only the flow of cash between a customer and the practice, rather than internal reallocations of funds.

Staff with the permission to access analytics_dashboard_transactions_overview assigned to a role will have access to this dashboard in Analytics.

The Transactions Overview Dashboard consists of 3 main tabs: Transaction Counts, Transaction $ Amounts, and Transaction Details.

The Transaction Counts tab provides a detailed breakdown of financial activity across multiple time dimensions, including transactions by day of the week, hour of the day, and by day, month, and year within the selected timeframe. This flexible view makes it easy to analyze when transactions are most frequently occurring and to identify trends or patterns in client payment behavior. In addition to time-based insights, the tab includes powerful filtering options. By applying filters such as Transaction Type (e.g., payment, deposit, refund), Payment Method (e.g., cash, credit card, check), or Credit Card Type, you can tailor the data to focus on the information most relevant to your practice. These insights can support decision-making related to staffing needs, payment processing strategies, and financial planning by highlighting when and how clients most often complete their transactions.

The Transaction $ Amount tab provides a clear breakdown of transaction amounts across multiple time dimensions, including day of the week, hour of the day, as well as by day, month, and year. This view goes beyond transaction counts to show the actual dollar value of payments, deposits, and refunds, offering deeper insight into your practice’s financial activity over time. By applying filters such as Transaction Type (e.g., payment, deposit, refund), Payment Method (e.g., cash, check, credit card), or Credit Card Type, you can focus on the dollar amounts associated with specific categories of transactions. These filters allow you to answer questions like which payment methods generate the highest revenue, how much is being refunded, or which credit card types clients use most often. This level of detail helps with financial reconciliation, supports data-driven decisions about payment options, and provides a stronger understanding of client payment habits.

The Transaction Details tab provides a comprehensive record of all transactions within the selected time period, giving you a complete view of your practice’s financial activity at the most granular level. Each individual transaction is displayed with its full set of details, making it easy to review, verify, and reconcile entries. To refine your analysis, this tab includes a range of filtering options such as Settled Date, Transaction Type (e.g., payment, deposit, refund), Payment Method (e.g., cash, credit card, check), and Credit Card Type. These filters allow you to drill down into specific subsets of transactions, whether you are investigating a discrepancy, monitoring trends in how clients pay, or ensuring that all payments have been properly settled. By surfacing every transaction with flexible filtering, the Transaction Details tab serves as both an investigative tool and a reliable source of truth for financial reporting.

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