By Service / Inventory Item Report - All Reports Beta

Report Format — Choose to export results as a PDF or CSV.

Date Range — Sets the window for the report. The report will look at charges added to patient ledgers that fall within this date range.

Sort By — Choose the criteria used to order your results.

Sort Direction — Set the sort order — ascending or descending.

Items — Use the search box to select the services and/or inventory items you want to include. This field supports multi-select, so you can compare several items side by side in a single report run. You can mix services and inventory items in the same search.
If left blank, the report returns transactions for all services and inventory items within the date range. Select one or more specific items to narrow the report to only those charges.

Billing Provider — Optionally filter results down to a specific billing provider. If left blank, charges from all providers are included.

Total number of transactions — how many times the item was added to a ledger.

Billed totals — the total dollar amount billed for each item.

Patient detail — the patients who had that service or item charged to their ledger within the date range.

Provider-level charge review — Filter by billing provider and date range to see all charges attributed to a specific provider in a period.

Item-specific transaction history — Select a specific service or inventory item to see every patient who was charged for it in a date range, with dates and amounts

Supplement or product sales tracking — Filter to specific inventory items to see who purchased them and when — more granular than the Sales Report total

Charge auditing — Sort by patient name to review all charges for a specific patient group or identify patterns across patients

Data for payroll or commission calculations — Export as CSV and use the billing provider filter to isolate charges by provider for compensation calculations (keeping in mind that inline write-offs are not reflected)

How is this different from the Sales Report? The Sales Report shows aggregate totals by service or item — one number representing all charges for that item across all patients. This report breaks those transactions down to the patient level, showing individual charge lines with dates. It also lets you filter to specific items and providers, which the Sales Report does not.

Why don't I see write-offs on the report? This report shows the default billed amount for each charge. Inline write-offs — discounts applied at the service level — are not reflected. If you need to account for write-offs, run the Write-Offs Report separately and combine the data in a spreadsheet.

Can I filter to multiple services or inventory items at once? Yes. The Service / Inventory Item filter accepts multiple selections. The report will return transactions for any of the items you select.

What does the "Charged between" date filter key off? The date the charge was added to the patient's ledger. This is not the date of service and not the date a payment was received — it is specifically the ledger charge date.

Can I see which provider each charge is attributed to? If you filter by Billing Provider, the report will show only charges attributed to that provider. Without the filter, all providers' charges are included but the output does not break them out by provider in separate sections — use the CSV export and sort by provider in a spreadsheet if you need a side-by-side comparison.

Use this report to review billed amounts for specific services or inventory items — individually or in combination.

This report can be run for services, inventory items, or both at the same time using multi-select.

The date range filters by charge date on the patient ledger, not by payment or collection date.

Results show billed amounts only — collections are not included.

Export as PDF or CSV and optionally filter by billing provider.