From the Reports menu you can build live business intelligence widgets on your Dashboard, track practitioner KPIs on the Performance page, and run detailed, filterable Reports on billing, appointments, clients and integrations. This article gives you an overview of all three areas so you can quickly find the right tool for what you're trying to find out.
Dashboard
Your Dashboard is a customisable live business intelligence screen. You build it yourself from widgets — graphs, tables or single KPI values — each pulling live data such as appointment totals, billing totals, patient visit averages, online bookings, unique patients, or appointment book utilisation. Widgets can be filtered to a business, profession or practitioner, and once built, can also be added to your home screen for quick reference.
Use the Dashboard when you want an always-on, at-a-glance view of how the business is tracking — e.g. a screen in reception showing today's bookings, or a widget tracking billing trends over the month.
Performance
The Performance page is a separate, KPI-focused view for tracking individual practitioner performance against targets. You build Metric Groups made up of Metrics (appointment, billing or patient-based), each with a configurable weekly target per practitioner. Results show progress against target and trend versus the previous period.
Use Performance instead of the Dashboard when you specifically want practitioner accountability and goal-tracking — e.g. "is each practitioner hitting their appointment or billing target this month" — rather than a general business snapshot. Practitioners can also be given a cut-down version of their own metrics on their home screen, without seeing everyone else's data.
Dashboard vs Performance, in short: Dashboard = general live business intelligence, built freely from any combination of widgets. Performance = structured KPI tracking against targets, built around practitioners specifically.
Billing
Account Balance
Lists all outstanding amounts and credits as of right now, groupable by practitioner or business. Use this to see who currently owes money, or what's owed to a specific practitioner today.
Filters
Filters
With: Business, Profession or Practitioner, or a Settlement Account
Fee category
Age (aged debt)
Group by: Practitioner or Business
Results
Results
Client name, ID and title
Business and practitioner
Item and description
Invoice number and invoice due date, item date
Aged-debt buckets: Current, 7 / 14 / 30 / 60 / 60+ Days
Billed, un-issued, owing and total columns, plus an account total row
Bank Transfers
Tracks bank transfer balances and payments, including which invoices and items each transfer was applied to.
Filters
Filters
Date range
Deposit status: Complete / Incomplete / Any
Transfer type: All / Personal / Group
Business (and bank account)
Amount range (from / to)
Results
Results
Date, payer, remittance number
Amount and running balance
Transfer type, status, business
Banking Sheet
Summarises cash and cheque payments received under a Settlement Account.
Filters
Filters
Date range (or custom date-time range)
Bank (settlement) account
With: Business / Profession / Practitioner
Inclusions: Cash (on/off), Cheques (on/off)
Results
Results
Per-cheque rows: drawer, bank, branch, cheque number, amount
Cash and cheque subtotals, with a cheque count shown in the group footer
Billing
Reports on items billed or paid within a date range (searchable by invoice date, item date, payment date or allocation date), broken down as either a Patient report (a detailed per-patient billing listing) or a Practitioner report (a summary groupable by schedule, business, practitioner and/or fee category). This is the core billing report, and is generally the primary report used to calculate practitioner wages or commissions — see Suggested Reports For Practitioner Wages for a full walkthrough of billed-vs-paid settings.
Filters
Filters
Date range
Report type: Patient Report (detailed) or Practitioner Report (summary)
Search by: Invoice Date / Item Date / Payment Date / Allocation Date — searching by Payment or Allocation date automatically restricts results to paid items only
With: Business / Profession / Practitioner, or a Settlement Account
Item / Schedule / Item Group
Fee category
Patient description
Group by (Practitioner Report only): Schedule, Business, Practitioner, Fee Category
Tags: any / all / exclude, plus include client tags, include clinical note tags, tag category, tag type
Results
Results
Client name, ID and date of birth (Patient Report)
Business, practitioner, schedule, item and item date
Description, fee category, quantity
Fee, discount, net fee
Billed, paid, payments and allocated times, owing, total
Invoice number, invoice date
Created/last modified by and date
Cheques
Tracks cheque balances and payments, including which invoices and items each cheque was applied to.
Filters
Filters
Date range
Cheque status: Complete / Incomplete / Any
Cheque type: All / Personal / Group
Business (and bank account)
Amount range (from / to)
Results
Results
Date, drawer, bank, branch, cheque number
Amount and running balance
Cheque type, status, business
GST Reconciliation
Tracks GST-inclusive invoices, items and payments, as a summary or detailed report, for both cash and accrual accounting. Use this at BAS time.
Filters
Filters
Date range
Report type: Summary or Detailed
Accounting method: Cash or Accrual
With: Business / Profession / Practitioner, or a Settlement Account
Results
Results
Client ID, date, business, practitioner name
Item code and description
GST amount
Invoice Adjustments
Lists items invoiced before a chosen date and any modifications made to them within a chosen adjustment period, including who made the change. Use this to track down what changed on already-reconciled invoices, and who changed it — see How to Generate an Invoice Adjustments Report.
Filters
Filters
Adjustment date range (when the change was made)
Item dated before (only considers items invoiced before this date)
With: Business / Profession / Practitioner
Results
Results
Adjustment date, invoice number, invoice date, item date, item code
Practitioner, account, reason, modified by
Discount change, net fee change, write-off change, total change (and total change within the period)
Item Codes
Lists active schedules and item codes with their default fee structure per fee category (optionally including archived codes).
Filters
Filters
Item / Schedule / Item Group
Include archived item codes (toggle)
Include fee category breakdown (toggle)
Results
Results
Item code, description, schedule, fee category
Fee, discount, ex-discount total
Outstanding Invoices
Reports on and actions invoices with a current outstanding balance. More than a balance list — this is also how most practices get invoices out the door and chase payment. Select owing invoices and Print or Email them in bulk, whether that's the first send, a reminder, or an overdue notice, and adjust invoice/due dates in bulk at the same time — see How to Manage Outstanding Invoices. For hands-off follow-up, invoice reminders can also be fully automated instead of run manually from this report — see Automatic Invoice Reminders.
Filters
Filters
Date range
Search by: Invoice Date or Due Date
Included invoices: All / Not On Hold / On Hold
With: Business / Profession / Practitioner, or a Settlement Account
Fee category
Results
Results
Client ID, invoiced-to name, account
Invoice number, date, due date, business
Total, balance, status
Row-level action column (bulk print, bulk send, and reminder actions)
Owing At
Retrospectively excludes payments made after a chosen date, to show what was owing as of that historical date. Use this for historical debtor snapshots — e.g. "what did this client owe at 30 June."
Filters
Filters
As-of date (single date, not a range)
With: Business / Profession / Practitioner, or a Settlement Account
Group by: Business or Profession
Results
Results
Business, practitioner, profession
Total owing as at the chosen date
Pass Redemptions
Shows pass redemptions in a date range, broken down as a patient or practitioner report, separately from the Billing report. If you sell prepaid passes, combine this with the Billing report (excluding pass purchases) to get a complete wages picture without double-counting — see Creating & Redeeming Passes and Suggested Reports For Practitioner Wages.
Filters
Filters
Date range
Report type: Patient or Practitioner
With: Business / Profession / Practitioner, or a Settlement Account
Item / Schedule / Item Group
Fee category
Patient description
Results
Results
Client name, ID, date of birth
Business, practitioner, schedule, item, item date
Description, fee category, quantity, fee, net fee
Billed and redemption value, total, allocated times
Created/last modified by and date
Passes
Lists passes sold to patients, searchable by sold date, start date, expiry date or completion date, and filterable by fee category and active/inactive patients. This tracks sales, separately from the Pass Redemptions report which tracks usage — see Creating & Redeeming Passes.
Filters
Filters
Date range
Search by: Sold Date / Start Date / Expiry Date / Completed Date
Fee category
Specific passes
Active/inactive patients
With: Business / Profession / Practitioner, or a Settlement Account
Status: Pending / Active / Expired / Completed (each toggled independently)
Inclusions: Sessions, Money Pools
Tags: any / all / exclude, include client tags, include clinical note tags, tag category, tag type
Results
Results
Client name, pass code, pass type
Sold date, start date, expiry date, status
Fee, discount, total
Used, remaining, last redemption date
Payments
Shows payments made against invoices, searchable by payment date or invoice date and groupable by business or payment method.
Filters
Filters
Search by: Payment Date or Invoice Date
Date range (fixed or custom date-time range)
Group by: Business or Payment Method
Payment received by (business)
With: Business / Profession / Practitioner, or a Settlement Account
Amount range (from / to)
Results
Results
Payment ID, date/time, payment from, payment type (and payment-type subtotal)
Amount, account, allocation date
Invoice number/ID, item, item code, item description, item date/ID
Practitioner and practitioner's business, received-by business, remittance number, client ID
Created/last modified by and date
Reconciliation
Lists all payment methods used in a date range with total value and count per type. This is the report used for end-of-day reconciliation against your cash drawer, EFTPOS terminal or bank statement — see End of Day Reconciliation and Managing Discrepancies.
Filters
Filters
Date range (fixed or custom date-time range)
Include summary (toggle)
Group Tyro transactions together (toggle)
With: Business / Profession / Practitioner, or a Settlement Account
Results
Results
Number, date, description, business, item
Fee, discount, net fee
Billed, paid, payments, refunds, payment received
Total and value
Statements
Creates and actions statements in bulk to summarise client invoices. See How to Create Statements in Bulk Using the Statement Report.
Filters
Filters
Date range
Search by: Invoice Date / Due Date / Payment Date
Included invoices: All / Not On Hold / On Hold
With: Business / Profession / Practitioner, or a Settlement Account
Fee category
Statement type
Business(es)
Results
Results
Client ID, invoiced-to name, account, business(es)
Aging buckets: Current, 7 / 14 / 30 / 60 / 60+ Days
Total invoices, total
Row-level action column
Stock Adjustments
Tracks manual stock adjustments, arrivals and stocktakes, showing the item-level quantity changes applied in each adjustment. This report loads full adjustment history and filters client-side, so it may take a moment to load on large datasets.
Filters
Filters
Date range: All / Future / Last Week
Supplier
Adjustment type: Adjustment / Arrival / Stocktake
Results
Results
Date/time, adjustment type, item code, note, supplier, business, user
Each row expands to show the individual item-level quantity changes for that adjustment
Stock Levels
Reports on current stock levels per business, or on stock that needs reordering. Performing the actual stocktakes, arrivals and manual adjustments is done from Inventory settings rather than from this report — see Managing Stock in PracSuite.
Filters
Filters
Report type: Stock Levels or Stock Order (reorder report)
Supplier
Business
Item / Schedule / Item Group
Include archived item codes (toggle)
Include stock notes (toggle)
Break down per business (toggle)
Results
Results
Item code, description, schedule, business
Supplier and supplier code
Current stock, minimum level, order quantity
Unit cost and value
Transactions
Lists all transactions in a date range, filterable by business, profession, practitioner or settlement account.
Filters
Filters
Date range
Search by: Invoice Date / Item Date / Transaction Date / Payment Date
Report type: Detailed or Summary
With: Business / Profession / Practitioner, or a Settlement Account
Item / Schedule / Item Group
Amount range (from / to)
Patient description
Results
Results
Date, client ID, business, practitioner (and default practitioner/business)
Item, item ID, description
Invoice number/ID, payment ID, refund ID
Debit, credit, running balance, account, allocation time
Appointments
Activity
Appointments created, cancelled, rescheduled or missed within a date range. Use this to find patients who cancelled or missed an appointment and have nothing booked in the future — useful for follow-up.
Filters
Filters
Date range
Time range: Any time / AM / PM / Before / After a chosen time
Search by: Appointment Date or Date Appointment Was Made
Order by: Patient Name or Appointment Time
With: Business / Profession / Practitioner
Appointment type
Made by (booked by)
Without future appointments (toggle)
Secondary "only/exclude with" Business / Profession / Practitioner filter
Exclude same-day reschedules (toggle)
Results
Results
Client name, ID, title, preferred phone
Business, practitioner
Appointment type, activity type, appointment time
Modified time/by, reason, rescheduled time
Appointments
Summary of appointment types booked in a date range, by patient or practitioner. Also useful for finding unbilled appointments or appointments missing a clinical note. Includes an optional heatmap view of your busiest times — see How to Generate an Appointment Report and Appointment Report Heatmap.
Filters
Filters
Date range
Active/inactive patients
Report type: Patient or Practitioner
Billed status: Any / Billed / Unbilled
Clinical notes status: Any / None / Complete / Draft / Not Required (single or multi-select)
With: Business / Profession / Practitioner
Appointment type
Appointment status
Made by
Group appointments as a single row (toggle)
Results
Results
Client ID, business, practitioner, profession
Appointment date, duration, type, status
Fee category, billed status, clinical note status
Client address (line 1-4, suburb, state, postcode, country)
Day List
All appointments in a date range including notes and group appointments, groupable by practitioner, date or resource.
Filters
Filters
Date range
Time range: Any time / AM / PM / Before / After
Order by: Appointment Time or Patient Name
With: Business / Profession / Practitioner
Resources
Group by practitioner (with option: separate page per practitioner)
Include empty timeslots (toggle)
Group by date (with option: separate page per day)
Group by resource
Results
Results
Date, client ID, date of birth, file number, phone
Business, practitioner, profession, resources
Appointment type, duration
Client address (line 1-4, suburb, state, postcode, country)
Appointment notes, schedule notes, appointment-type totals per group
Future Appointments
Lists clients with (or without) a future appointment booked, groupable by practitioner or business.
Filters
Filters
Date range
Active/inactive patients
Patients with no future appointments (toggle)
Appointment with: Business / Profession / Practitioner
Appointment type
Appointment status
Order by: Name or Time
Group by: Practitioner or Business
Results
Results
Client ID, name, preferred phone, business
Practitioner name, last appointment
Next appointment 1 and 2, appointment 1 and 2 detail, future total
Future Income
Estimates income yet to be earned from future appointments, based on the item code or item group assigned to each booking (and hourly billing rates, where enabled). Use this to forecast billing rather than just report on what's already happened.
Filters
Filters
Date range
With: Business / Profession / Practitioner, or a Settlement Account
Appointment type
Fee category
Patient description
Results
Results
Business, practitioner, schedule, item
Description, fee category, quantity
Fee, discount, net fee, billed
Time Management
Total time booked per practitioner, broken down by item code or appointment type.
Filters
Filters
Date range
Breakdown by: Appointment Type or Item Code
Exclude casual appointments (toggle)
Exclude group appointments (toggle)
Practitioner / Business / Profession
Results
Results
Business, practitioner
Description (the appointment type or item code being broken down)
Hours
Waiting List
Lists patients on the waiting list, searchable by their available date or the date they should be waitlisted until, including their appointment type and resource requirements.
Filters
Filters
Active/inactive patients
Search by: Available Date or Wait-Until Date
Date range
Appointment type
With: Business / Profession / Practitioner
Resources
Results
Results
Client name, ID, title, phone
Business, practitioner, profession, appointment with, resources
Appointment type, duration, priority
Start date, wait-until date, waiting period, waiting list notes
Last appointment, next appointment
Clients
Active/Inactive Clients
Finds patients based on whether they had an appointment or a billed transaction within a date range — active within a range, inactive within a range, or both combined. Primarily used to find patients who were active previously but have since gone quiet, so you can re-engage them — see How to Find Inactive Patients via the Active / Inactive Patients Report and How to create a Patient Reactivation Campaign using a bulk SMS broadcast.
Filters
Filters
Active/inactive patients
Default practitioner
Fee category
Group by: Last Transacted Practitioner or Default Practitioner
Search by: Appointment or Transaction
Results
Results
Client name, ID, title, preferred name
Business name, practitioner
Next appointment and next-appointment practitioner
Address, country, DOB, email, preferred phone
Birthdays
Clients with a birthday in a date range, including upcoming age and total billed.
Filters
Filters
Birth date range (preset range, or custom day/month range)
Active/inactive patients
Default practitioner
Group by default practitioner (toggle)
Results
Results
Client name, ID, title, age, date of birth
Practitioner, address, country, email, preferred phone
Total billed
Client Contacts
Lists each client's contacts (e.g. next of kin, emergency contacts, guardians, third-party payers), including their relationship and contact details, filterable by relationship type, fee category and appointment date range.
Filters
Filters
Active/inactive patients
Contact status: Active / Inactive / All
Default practitioner: Business / Profession / Practitioner
Fee category
Appointment date range
Relationship type
Group by: None / Patient / Contact
Results
Results
Client name, address, email, preferred phone
Contact name, type, relationship, active status
Contact address, email, fax, mobile/home/work phone
Organisation/payer
Client Forms
Lists forms sent to clients along with their current status, so you can identify incomplete forms and follow them up. Filterable by form template, status, and treating or default practitioner.
Filters
Filters
Form template
Created date range
Processed date range
Form status
Active/inactive patients
Treating practitioner: Business / Profession / Practitioner
Default practitioner: Business / Profession / Practitioner
Results
Results
Client, account
Form name, status, status date
Created/sent date
Default business/practitioner, treating business/practitioner
Client List
All clients, filterable by demographic and practice-management criteria such as health fund, referring/general practitioner, marketing preferences, occupation and online booking status.
Filters
Filters
Active/inactive patients
Created date range
Default practitioner (with group-by toggle)
Fee category
Health fund
Gender
Age range (from / to)
General practitioner
Referring doctor
Exclude linked patients (toggle)
Online booking status
Marketing preference
COVID vaccination status
Occupation
Privacy policy accepted date range
Treatment consent date range
Results
Results
Client name (title/first/middle/surname/preferred), ID, DOB, gender
Practitioner, fee category, file number
Address, email, mobile/home/work phone, fax
Medicare number/IRN/expiry, DVA number/type, concession number/expiry, NDIS number
Health fund and member number, GP name
Notes, warnings, created date, archived status
Privacy policy accepted date, treatment consent date
Client Visit Average
Average number of visits per clinical episode, per practitioner, based on either appointments or billed transactions, and available as a summary or a detailed breakdown. Use this as an indicator of potential under- or over-servicing.
Filters
Filters
Active/inactive patients
Total visits (toggle), min/max visit count
Report type: Summary or Detailed
Search by: Transaction or Appointment
Date range type: Fixed or custom
Group by (e.g. Practitioner)
Results
Results
Client name, ID, practitioner
Initial consult date, initial consults, subsequent consults
Total visits, total visit average
Last consult date, next appointment date
Messages
SMS sent (overall or totalled per practitioner), emails sent, and memos created, for patients, third-party payers, referring doctors and organisations.
Filters
Filters
Report type: SMS / Email / SMS per Practitioner / Memo
Date range
Group by business
Sort by: Name or Time
Results
Results
Client name, ID, business, practitioner
Date, subject, message content, recipient
Status, sent/received timestamps, reason (for failures)
Credits used, plus total sent / received / credits, user, last updated
Patient Statistics
Summarises each patient's appointment history, upcoming bookings and total billed amounts, either across their full history or scoped to a chosen date range.
Filters
Filters
Report type: Patient or Account
Patient filters: active/inactive, default practitioner, fee category, created date range
Appointment filters: date range, appointment type, with (Business/Profession/Practitioner), only patients without future appointments
Transaction filters: date range, Item/Schedule/Item Group, with (Business/Profession/Practitioner or Settlement Account)
Result scope: Lifetime, or a manually chosen date range (can reuse the same dates as the patient filters above)
Result appointment filters: date range, type, with, total-count range
Result transaction filters: date range, item, with, total-value range
Tags: any / all / exclude, include client tags, include clinical note tags, tag category, tag type
Results
Results
Client/account name, ID, file number
Past, future, total, missed and cancelled appointment counts
Last and next appointment (with practitioner)
Total billed
Recalls
Clients with an active recall set in the future, filterable by recall date, type or assigned practitioner.
Filters
Filters
Active/inactive patients
Recall status: Active / Inactive / All
Order by: Patient Name or Recall Due Date
Recall date range
Recall type
Assigned to: Business / Profession / Practitioner
Created by (user)
Default practitioner
Group results by: Recall Type or Default Practitioner
Patients with no future appointments (toggle)
Results
Results
Client name, ID, address, email, preferred phone
Practitioner, recall type, recall due date, active status
Made by and date, assigned to, notes
Last appointment, next appointment
Referrals
Clients, doctors or entities who referred a client in a period, with income generated per referral.
Filters
Filters
Referral source: "How did you find us" or Referring Doctors
Report type: Summary or Detailed
Referral date range (and referral end date range)
Referrer type
Organisation
Group by: None / Organisation / Default Practitioner
Transaction date range
With: Business / Profession / Practitioner, or a Settlement Account
Item / Schedule / Item Group
Exclude archived referrers (toggle)
Results
Results
Client name, ID, address
Practitioner, referral date, referral expiry
Referrer name, type, organisation (with email/phone), source
Account, billed amount
Tasks
Outstanding or completed tasks assigned within the practice, filterable by task type, assignee or status.
Filters
Filters
Task status: All / Not Started / In Progress / Completed / Not Completed
Due date range
Completed date range
Created date range
Created by (user)
Task type
Assigned to: Business/Role, or User (separate business/user/role pickers)
Priority
Results
Results
Client name, ID
Task type, status, due date
Created date, completed date and by, assigned to
Notes
Treatment Plan
Clients with an active treatment plan (set up on the client's Accounts tab) — see Managing Treatment Plans for how plans themselves are created and tracked. Common uses: checking remaining balances across all patients, finding plans due to expire soon, checking plans against upcoming appointments, and — for NDIS clients using NDIS Funding Periods — tracking Funding Period usage and rollover per patient. Can also be used to send bulk emails/SMS to patients matching your treatment plan criteria.
Filters
Filters
Plan view: standard Plan view, or Split (Funding Period) view
Active/inactive patients
Treatment plan status: Active / Inactive / All
Alert trigger filter (only plans that have hit their alert threshold), with alert type
Plan start date range / end date range
Appointment date range
Treatment state
Default practitioner
Item / Schedule / Item Group
Payer
Fee category
Include/exclude future appointments (toggle)
Appointment with: Business / Profession / Practitioner
Appointment type
Transaction date range, item and with (for the funding-period/transaction view)
Funding Period split alert type and split date range (Split view only)
Results
Results
Client name, ID, plan name, default practitioner
Item code, item group, schedule, account
Start date, end date, expiry (days), trigger, state
Period, period start/end, treatment range
Allocated, used, used (in period), used (rollover), used total, remaining, this year
Integrations
Medicare Easyclaim
Lists Medicare Easyclaim transactions with their associated patients, invoices and items, including claim status (Bulk Bill, Fully Paid or Part Paid).
Filters
Filters
Date range
With: Business / Profession / Practitioner, or a Settlement Account
Results
Results
Claim ID, client name, business
Date of service, item code, description
Charge amount, benefit amount
Medicare number, IRN, referral date
Referring/principal/payee provider numbers, lodgement date
Invoice number, claim type, result
NDIS Bulk Export
Creates CSV exports of billed NDIS items ready to upload to the NDIA via the myplace provider portal, and lets you pay off items in bulk once the NDIA has paid. See Creating an NDIS Bulk Export.
Filters
Filters
Active/inactive patients
Search by: Invoice Date or Item Date
Date range
Included invoices: All / Not On Hold / On Hold
Business
Bank account
Practitioners
Fee category
Results
Results
Export ID, status, export total, balance, date
Claim reference and type, NDIS participant number, support item number
Support provider ABN and registration number, business ABN/settlement account
Quantity/hours, unit price, GST code
Supports delivered from/to dates, authorised by, cancellation reason (where relevant)
NZ ACC Export
Creates and manages bulk exports of billed items for upload into the ACC SendInvoice app, for practices claiming under New Zealand's ACC scheme. See Enabling the ACC New Zealand Integration.
Filters
Filters
Creating a new export — active/inactive patients, search by Invoice Date or Item Date, date range, included invoices (All / Not On Hold / On Hold), business, practitioners, fee category, payer
Viewing existing exports — date range, business, status: issued / unissued
Results
Results
Export ID, status, date, balance
Client name, claim number, claim amount
Provider ID, service date, service code
Units/hours/minutes claimed, distance claimed, line comment, invoice ID
Return to Work SA Export
Creates bulk item exports for upload to the Return to Work SA website for payment, for practices treating SA WorkCover claims. See Enabling the Return to Work SA Integration.
Filters
Filters
Creating a new export — active/inactive patients, search by Invoice Date or Item Date, date range, included invoices (All / Not On Hold / On Hold), business, practitioners, fee category, payer
Viewing existing exports — date range, business, status: issued / unissued
Results
Results
Export ID, status, business, business ABN
Claim number, record code, item code, description
Service date, end date, service time, quantity, unit of measurement
Fee, total fee, GST-inclusive flag
Invoice number, invoice date, provider number, type
Tyro Health EFTPOS HealthPoint
Summarises Tyro HealthPoint health fund payments, groupable by merchant ID, health fund and/or date. See Tyro Health EFTPOS Reporting.
Filters
Filters
Date range
Type: Totals Only / Daily grouped by Health Fund / Daily grouped by Date
Health fund
With: Business / Profession / Practitioner, or a Settlement Account
Group consolidated funds together (toggle)
Results
Results
Merchant ID, health fund, health fund code, provider number
Business, practitioner, date (columns shown depend on the Type/grouping filter chosen)
Total benefits
Tyro Health EFTPOS Transactions
Lists Tyro HealthPoint and Tyro EFTPOS transactions with their associated patients, invoices and items. See Tyro Health EFTPOS Reporting.
Filters
Filters
Date range
With: Business / Profession / Practitioner, or a Settlement Account
Results
Results
Date/time, client name, business, practitioner
Merchant ID, invoice number, item code, transaction reference, auth code
Transaction type, response/response code, result, status
Charge, benefit, rebate, payment and surcharge amounts, refunded flag
Tyro Health Online
Reports on and manages invoices with an associated Tyro Health Online transaction.
Filters
Filters
Date range
Search by: Claim Date or Invoice Date
With: Business / Profession / Practitioner, or a Settlement Account
Item / Schedule / Item Group
Fee category
Results
Results
Date, client ID, business, practitioner
Invoice number, claim date, reference, claim type, status
Getting More from Your Reports
Saved Filters — save your preferred filter combinations so you don't have to rebuild them each time. See Saving Report Filters.
Exporting — most report result grids can be exported to Excel or CSV via the Export button, for further analysis outside PracSuite.
Bulk Messaging — many reports let you send an SMS or email to everyone in the results in one go, without leaving the report — see How to Send an SMS to Patients in Bulk and How to Send an Email to Patients in Bulk.
Campaigns — combine a report with a saved filter to automatically message patients who appear in the results on an ongoing basis — e.g. recall reminders, birthday messages, reactivation campaigns — see Creating Email & SMS Campaigns.
Scheduled Reports — have any report emailed automatically to specific contacts on a schedule. See How to Create a Scheduled Report.
Related Guides
Suggested Reports For Practitioner Wages — using the Billing report (and Pass Redemptions) to pay practitioners.
How to create a Patient Reactivation Campaign using a bulk SMS broadcast — using the Active/Inactive report to win back lapsed patients.
Managing Treatment Plans — creating and tracking Treatment Plans, referenced from the Treatment Plan report.
NDIS Funding Periods — splitting a Treatment Plan into funding periods for NDIS clients.
How to Manage Outstanding Invoices — bulk printing/emailing and following up owing invoices.
Automatic Invoice Reminders — setting up automated due/overdue email reminders.
Creating Email & SMS Campaigns — automatically messaging patients who match a saved report filter.