Income Summary Report
The Income Summary Report will allow you to run a report on all your providers (or filter) for income related purposes in an easy to both generate, view, and access.
Within the Article:
Accessing Income Summary Report
To access this report, go to the following:
- Reporting
- Under "Financial Reports" (left column)
- Click on Income Summary (Beta)

You'll then be presented with a screen similar to this:
Filters List
To the right, you should see a filters button that allows you to apply certain filters:
- Therapists (Default: all, multiple selections possible)
- Date Range (To/From dates, Default is month to date)
- Locations (Default: all, multiple selections possible)
- POS Code (Default: all, single selection possible)
- Telehealth (Default: all, options Yes/No/All possible)
Here's a recording of applying filters in action:
Totaling Income and Percentage Calculator
- Net Charges
- Insurance Payments
- Client Payments
- Income (total)
🥧 "Piece of the Pie"
Each provider's total income compared to the group's total income is shown visually in a green circle (pie chart) on the far left beside each provider's name, highlighted below:
The percentage calculator can also be entered (red box below) and you can copy the total payout to the right by clicking on the greyed out box (green box below):
Clicking on each provider section seen above will expand the selection, providing breakdown details for the selected provider as seen below:
Printing
To print the Beta Income Summary Report, at the top right beside the Filters button click the button seen below:
You'll be presented with three options:
- Print current view (prints expanded and non-expanded providers "as is" below)
- Expand All And Print (expands all providers below and print)
- Shrink All And Print (will collapse all expanded providers and print)
From there, you'll be displayed a preview of what you are printing, and opt to print it to your printer of choice (or save as a PDF):