Sales Report (All Reports Beta)
📝 Overview
The Sales Report shows everything that has been placed on a patient ledger as a charge — services performed and inventory items sold — within a selected date range. It is designed to give you a picture of what your office has sold, not what has been collected. If you are looking for payments received, that is the Collections Report.
To access the Sales Report, go to Reporting > All Reports Beta, select a location, and click Sales under Daily Reports.
💡 What the Sales Report Tracks
The Sales Report captures any charge added to a patient ledger, broken into two categories:
Services — any service performed and added to the ledger (adjustments, therapy, etc.)
Inventory items — any physical product sold to a patient (supplements, pillows, orthotics, etc.)
For each line item, the report shows:
The CPT code and name of the service or item
The quantity (how many times that service or item appeared across all ledgers in the date range)
The Patient column — the portion of the charge assigned as patient responsibility
The Insurance column — the portion of the charge assigned as insurance responsibility
The Total — the full default billed amount for that service or item
Example: If a service is billed at $55 and the patient has a $20 copay, the report will show $20 in the Patient column and $35 in the Insurance column — because $35 is what remains as insurance responsibility after the patient's portion is assigned.
⚠️ Note: There is an Appointment Statistics section at the bottom of the Sales Report. This section reflects appointment visit counts, not ledger charges, and is not directly related to what was sold. You can disregard this section when using the report for sales or financial purposes.
📅 How Dates Work in This Report
The date on each line item reflects when the charge was added to the ledger in ChiroHD — not the date of service, and not the date a payment was collected.
📄 Report Format: Summary Only
The Sales Report currently offers a Summary view only. There is no Detail view available for this report.
Export options:
PDF — formatted document, best for printing or sharing
CSV — spreadsheet format, best for offices that want to sort, filter, or combine data with other reports
⚠️ Important Limitations to Know
The Sales Report is based on default billed amounts only. Several things that affect the true value of a charge are not reflected in this report:
Inline Write-Offs Are Not Shown
If a write-off is applied directly on the ledger line at the time of service (an inline write-off), that reduction is not reflected in the Sales Report. The report will continue to show the original default price of the service.
Example: A service is priced at $95. An inline write-off of $20 is applied, making the real charge $75. The Sales Report will still show $95.
This means the Sales Report can overstate what an office expects to collect if inline write-offs are common.
Fee Schedule Allowed Amounts Are Not Shown
If your office has fee schedules configured with allowed amounts (the maximum amount you can collect for a service from a combination of patient and insurance payments), the Sales Report does not reflect those allowed amounts. It always shows the default billed amount.
Example: A service has a default cost of $75 but a fee schedule allowed amount of $38.55. The Sales Report will show $75 — not $38.55.
Allowed amounts in ChiroHD currently only appear in two places: the EOB posting screen and in the patient's policy calculation (when the New Copay Paradigm is enabled). They do not appear in any reports or ledgers at this time.
Tax Is Not Included
Sales tax added to inventory items does not appear in the Sales Report total. It is tracked separately in the Tax Information Report.
Collections Are Not Shown
The Sales Report does not show whether a charge has been paid. It reflects what was placed on a ledger — not what has been collected. For payments received, run the Collections Report.
🔽 Report Filters
When opening the Sales Report, the available filters are:
Filter | What It Does |
Start Date / End Date | Sets the date range for charges to include |
Patient Case Type | Filters the report to show only charges from a specific case type (e.g., Cash, Insurance, PI) |
🔧 Workarounds for a More Complete Picture
Because the Sales Report only shows default billed amounts and does not account for write-offs, allowed amounts, or tax, offices that need a more accurate view of their financials will need to combine multiple reports:
Goal | Reports to Run |
See what was sold minus write-offs | Sales Report + Write-Offs Report (subtract write-offs from sales total) |
See what was sold including tax on inventory items | Sales Report + Tax Information Report |
Get the closest estimate of collectible revenue | Sales Report + Tax Information Report − Write-Offs Report |
See what was actually collected | Collections Report |
Tip: Download all reports as CSVs and import them into Google Sheets to compare and calculate. Go to File > Import > Upload in Google Sheets to bring in each CSV. Note that the data will not automatically align — you will need to organize the columns manually.
❓ Common Questions
Why doesn't my Sales Report match what I expected to collect? The Sales Report shows the default billed amount for every charge on the ledger. It does not account for inline write-offs, fee schedule allowed amounts, or whether a payment has been received. For a closer estimate of collectible revenue, run it alongside the Write-Offs Report and Tax Information Report.
Why is the total higher than what actually came in? The report shows gross billed amounts — not net amounts after write-offs or allowed amount caps. Offices with active fee schedules or frequent inline write-offs will consistently see their Sales Report totals higher than what they actually collect.
Can I see a breakdown of each individual charge? Not currently. The Sales Report Summary is the only format available. For line-item detail by service or item, use the Sales Reports sub-section under All Reports Beta, which includes reports like By Service / Inventory Item, Services by Category, and By Payment Type.
Why is the insurance column blank on some services? If the full charge is assigned as patient responsibility (meaning the service is not being billed to insurance), the entire amount will appear in the Patient column and nothing will appear in the Insurance column.
What is the Appointment Statistics section at the bottom? This section pulls appointment visit data and is not related to ledger charges. It does not impact the sales totals and can be disregarded for financial reporting purposes.
✅ Key Takeaways
The Sales Report shows services and inventory items added to patient ledgers — it is a record of what was sold, not what was collected.
The report reflects default billed amounts only. Inline write-offs, fee schedule allowed amounts, and taxes are not included.
Only a Summary view is available — there is no Detail export for this report.
The Patient and Insurance columns reflect how responsibility is split on each charge, not whether payment has been received.
To get a more accurate picture of true collectible revenue, combine the Sales Report with the Write-Offs Report and Tax Information Report.
If an office is using their Sales Report to predict incoming collections, set the expectation that the numbers will be higher than actual collections due to the limitations above.
📌 Conclusion
The Sales Report in All Reports Beta is a straightforward ledger-based report that tracks what your office has charged for services and inventory items. It is most useful as a starting point for understanding sales volume and case mix, but should not be used alone to predict collections or assess true revenue — especially for offices with active fee schedules, frequent write-offs, or taxable inventory. For those use cases, plan to combine it with the Write-Offs Report and Tax Information Report, and use CSV exports to work with the data in a spreadsheet.