Purpose
Understand transaction trends, including a breakdown by payment method type and transaction types, to see payment habits of your clients and use for reconciliation.
Questions the Dashboard Can Answer
Transaction counts and $ amounts by hour of day (breakdown by payment, deposit, refund) during the selected timeframe
Transaction counts and $ amounts by day of week (breakdown by payment, deposit, refund) during the selected timeframe
Transaction counts and $ amounts by day during the selected timeframe
Transaction counts and $ amounts by month during the selected timeframe
Transaction counts and $ amounts by year during the selected timeframe
Counts, $ amounts, and totals by payment method and transaction type
Transaction details for easy querying
FAQs
Voided transactions will not display in this report.
Therefore, the financial data represented is not immutable (so filtering to transactions in January when it is February may not match the numbers run again for January when it is now March).
This dashboard is a snapshot of transactions at the point in time of running the report; numbers for the same time period could not match later if a void happened for a previous month in the successive month. Theoretically, this should be an edge case with a small number of transactions that could be a problem.
Options will not become available in the dropdown menus until they are used in the database.
Account credits don’t count as “payments” because the money is going from a deposit → invoice and vice versa, so the money has already been transacted when the original payment/deposit was made. All this report will show is cash flow between a customer and the practice but nothing further.
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
