📝 Overview
The Collections Summary in Simple Reporting shows a breakdown of money collected by your office within a selected date range, organized into payment categories, with insurance shown as its own section, followed by a total and a refunds breakdown. It is part of ChiroHD's legacy Simple Reporting tool, found separately from All Reports Beta.
To access this report, go to Reporting > Simple Reporting, then select the Collections tab.
🔽 Report Filters
Filter | What It Does |
Date Range | Sets the date window for collections activity to include |
Export options available directly on the report:
PDF (Summary) — via the print icon
PDF (Detail) — via the separate "Detail" print button
📊 What the Report Shows
The Collections Summary is organized into sections, displayed in this order:
Payment category sections — collections broken into categories (such as card payments, cash/check, and other configured payment types)
Insurance — a dedicated section for insurance payments, separate from the patient payment categories
Total — the running total of all collections before refunds
Refunds — any refunds issued in the date range, shown as a deduction
Total After Refunds — the final net collections total after refunds are applied
This structure mirrors how the Collections Report in All Reports Beta is organized — both are pulling from the same underlying collections data, just presented through different reporting tools.
💡 How This Compares to the Collections Report in All Reports Beta
| Simple Reporting: Collections Summary | All Reports Beta: Collections Report |
Filters available | Date range only | Date range, Patient Case Type, Filter by Provider, Breakdown by User, Date Range Breakdown |
Report types | Summary and Detail (via separate print buttons) | Summary and Detail (selectable within the report options) |
Export formats | PDF only | PDF and CSV |
Refunds shown separately | Yes | Yes |
Provider-level breakdown | Not available | Available (when New Insurance Paradigm is enabled) |
✅ Recommendation: For day-to-day collections tracking with more filtering flexibility — including provider breakdowns and CSV export — use the Collections Report under All Reports Beta instead. The Simple Reporting version is best used for a quick, no-frills snapshot or for offices still referencing this legacy tool for historical comparison purposes.
⚠️ Important Notes Carried Over From the Collections Report
The same underlying concepts that apply to the Collections Report in All Reports Beta also apply here, since both report on the same collections data:
Insurance payments are included — collections here represent all money coming into the office, both patient and insurance payments, so you can reconcile against your bank account
Dates reflect when the action was performed in ChiroHD — not necessarily when funds cleared your bank account
Refunds are shown separately — and are subtracted to produce the Total After Refunds figure
For a deeper explanation of these concepts, see the Collections Report KBA for All Reports Beta.
💡 Common Use Cases
Quick collections snapshot — Pull a fast PDF summary for a specific date range without needing to configure additional filters
Historical comparison — For offices that have used Simple Reporting historically, this tab allows continued comparison against past reporting periods using the same tool and format
Print-ready summary for meetings — The PDF export is well suited for printing or sharing a quick collections overview
❓ Common Questions
Why don't I see a provider or case type filter on this report? The Collections Summary in Simple Reporting only offers a date range filter. For more granular filtering — including provider, case type, and breakdown by user — use the Collections Report under All Reports Beta.
Can I export this report as a CSV? No — this report only supports PDF export, available in both Summary and Detail formats via the print buttons on the report.
Why does insurance show up as its own section? Insurance payments are tracked separately from patient payment categories because they come from a different source (EOB postings) but still represent money coming into your practice. This mirrors the same insurance inclusion behavior found in the Collections Report under All Reports Beta.
What is the difference between Total and Total After Refunds? Total reflects all collections in the date range before accounting for any refunds. Total After Refunds subtracts refund amounts to show your net collections figure for the period.
Should I use this report or the Collections Report in All Reports Beta? For most use cases, the Collections Report in All Reports Beta is the better option — it offers more filtering flexibility (provider, case type, breakdown by user) and supports CSV export in addition to PDF. Use this Simple Reporting version for a quick snapshot or when comparing against historical Simple Reporting data.
✅ Key Takeaways
The Collections Summary in Simple Reporting shows collections broken into payment categories, a dedicated Insurance section, a running Total, Refunds, and a Total After Refunds figure.
The only filter is the date range — there is no provider, case type, or breakdown filter available.
Export is PDF only, with separate buttons for Summary and Detail.
This report pulls from the same underlying data as the Collections Report in All Reports Beta, just with fewer filtering options and no CSV export.
For day-to-day use with more flexibility, the Collections Report under All Reports Beta is recommended.
📌 Conclusion
The Collections Summary under Simple Reporting offers a quick, straightforward snapshot of money collected by your office, organized into clear categories with insurance and refunds broken out separately. While it lacks the filtering depth and CSV export of the All Reports Beta version, it remains useful for a fast PDF summary or for offices comparing against historical Simple Reporting data. For ongoing collections tracking with more flexibility, the Collections Report in All Reports Beta is the better long-term tool.