Reports

Canceled and Rescheduled Appointments Report

This report will show all clients who have had a cancelled or rescheduled appointment in the date range selected.

Written by Lauren Smith
Updated over a week ago

Attendance by Service Type Report

Articles covers who can access the report, how, and and it's purpose.

Written by Lauren Smith
Updated over a week ago

Detailed Attendance Report

Article covers who can access the report and it's purpose

Written by Lauren Smith
Updated over a week ago

Retention Rate Report

Article covers who can access the report, how, and it's purpose

Written by Lauren Smith
Updated over a week ago

Activity Log Report

The Activity Log will show what actions staff members have taken in your Organization's account over the last 120 days.

Written by Lauren Smith
Updated over a week ago

Daily Billing Report

Article covers who can access the report, how, and it's logic and purpose.

Written by Lauren Smith
Updated over a week ago

How to View Unapplied Payments

Use the Daily Billing Report to find unapplied payments!

Written by Lauren Smith
Updated over a week ago

Invoice Aging Report

Article covers who can access the report, how, and it's purpose.

Written by Lauren Smith
Updated over a week ago

Service Billing Report

Article covers who can access the report, how, and it's purpose.

Written by Lauren Smith
Updated over a week ago

Staff Billing Report

Article covers who can access the report, how, and it's purpose.

Written by Lauren Smith
Updated over a week ago

Write-off Report

Written by Lauren Smith
Updated over a week ago

Payment Report

Written by Lauren Smith
Updated over a week ago

Payment Methods Report

Article discusses who can access the report, how, and it's logic and purpose.

Written by Lauren Smith
Updated over a week ago

Payroll Report

Written by Lauren Smith
Updated over a week ago

Credit Card Charges Report

Reporting for client credit card payments processed in TheraNest.

Written by Lauren Smith
Updated over a week ago

Exporting for QuickBooks Online and Other Accounting Software

How to export a report for QuickBooks.

Written by TheraNest Support
Updated over a week ago

Session Units Report

This report will show you the number of sessions scheduled for a particular date range.

Written by Lauren Smith
Updated over a week ago

Client Intake Report

Report shows us clients who were added to your system in a certain date range.

Written by Lauren Smith
Updated over a week ago

Clients Served Report

Article cover who can access the report, how, and it's purpose

Written by Lauren Smith
Updated over a week ago

Detailed Client Report

Article covers who can access the report, how, and it's logic.

Written by Lauren Smith
Updated over a week ago

Demographic Analytics Report

Article covers who can access the report, how, and it's purpose.

Written by Lauren Smith
Updated over a week ago

Referrers Report

Article discusses who can run the report and what it shows.

Written by Lauren Smith
Updated over a week ago

Referral Source Analytics Report

Article discusses what the Referral Source Analytics report is and how to run it

Written by Lauren Smith
Updated over a week ago