The Sales Report within Simple Reporting provides a breakdown of all services and inventory items billed over a selected time period.
It allows you to quickly track income generated from both clinical services and product sales.
How to Access the Sales Report
Navigate to Reporting > Simple Reporting.
Select the Sales tab.
Setting the Date Range
You can either:
Manually select a Start Date and End Date, or
Use quick-select options like:
Today
This Week
This Month
This Quarter
This Year
You can easily move between periods using the Previous and Next buttons.
Tip: Setting the date range to This Year provides a more complete view if you want to see a broader set of data.
What the Sales Report Shows
The Sales Report is divided into two main sections: Services and Inventory.
For each item, you will see:
Column | Description |
Name | Name of the service or inventory item |
Quantity | How many times the item or service was billed |
Patient Billed | Total amount billed to patients |
Write-Off | Total amount written off |
Insurance or PI | Total insurance or personal injury amount billed |
Tax | Tax amount (if applicable) |
Total | Final total amount including all factors |
Totals Section
At the bottom of the report:
Service Totals: Summarizes all service charges separately.
Inventory Totals: Summarizes all inventory sales separately.
Combined Total: Grand total for both services and inventory.
Printing the Sales Report
You can generate printed versions of the report:
Day Summary:
A high-level overview of sales for the selected period.Daily Detail:
A more detailed breakdown by each transaction or service item.
Click the Print button to select and print the version you need.
Quick Summary
Feature | Details |
Services and Inventory | Both sales categories tracked separately and together |
Billing Details | Quantity, patient billed, insurance billed, taxes, totals |
Print Options | Day Summary or Daily Detail for your records |
The Simple Reporting Sales Report makes it easy to monitor financial performance, identify trends, and track service and product sales throughout any selected time frame.
If you need help analyzing your sales reports or setting up custom sales tracking, reach out to ChiroHD support.