Using Admin Reports
Updated at February 17th, 2025
Table of Contents
The Reports section of Admin is broken into different sections according to report type. Below is a list of reports and their corresponding category.
| Category | Report Name |
| AR Management | Bill Summary Report |
| Daily Activity Summary | |
| Payment Plan Report | |
| Transaction Report | |
| Distribution | Estimated Notification Report |
| Invalid Email and Text Report | |
| Engagement | Opt-Out Report |
| Patient Click Through Report | |
| Text Response Report | |
| Operational | Ingestion Report |
| Print Job Report | |
| Recon File Report |
AR Management
This section contains a number of financial reports related to bills, payment plans, transactions, and day-by-day KPI outcomes.
Distribution
This section has a number of reports that provide insights around distribution and metrics related to outbound patient communications.
Engagement
This section has reports related to patient engagement and interpretative results on patient behaviors.
Operational
This section has reports that assist Operations with keeping key systems flowing including statement ingestion, payment reconciliation and printed statements.