What you’re looking at
At the top, a report picker and a date range — every tile and every row on the page updates together when you change either one, so what you’re looking at is always for the period the two controls say. An Export button gives you the same report as a CSV (opens in Excel or Sheets) or a PDF (for printing or sending on).The ten reports
A/R aging and Outstanding Invoices are “as of” the END of your date range, not a count of what was invoiced during it. They answer “what is currently owed”, which is the normal way to read an aging report — picking last month doesn’t mean only last month’s invoices show up if an older one is still unpaid.
“Revenue by provider” and “Provider productivity” both show who did the clinical work, not who took the payment — and both read the same attribution, just laid out differently (one as billed revenue per clinician, the other with a lines-billed count alongside it). Each billed line can be attributed to a clinician — from the invoice, or when a payment is recorded — and lines from a consultation, a prescription, a lab test, a ward stay, or an ordered procedure are attributed automatically from that record. A line nobody has attributed and nothing can attribute automatically shows up as “Unattributed” rather than being left out, so both reports always add up to your total revenue.“Collections by staff” is a different question: appointments completed and payments collected, by the staff member who took the payment at the desk. That is who banked the money, not necessarily who saw the patient — useful for cash-handling and front-desk accountability, but don’t read it as clinical productivity.
“Revenue by location” needs more than one site to be useful. Every practice starts with one location named “Main”; add more from Settings → Locations and pick a location when you raise an invoice. An invoice raised before you set this up, or with no location picked, shows up as “Unassigned” rather than being left out — the report always adds up to your total revenue. Closing a location later doesn’t erase its past invoices: it still keeps its own row in this report.
Attributing a line to the clinician who saw the patient
When you add a line to an invoice, or record a payment against one, you can set its Rendering provider — the clinician who saw the patient for that line. It’s optional, and you can leave it as Unattributed; setting it later (from the invoice, or from Record payment) fills it in without disturbing anything already set. Opening an invoice to view or edit shows each line’s Rendering provider, and saving an edit keeps it unless you change it. If Record payment can’t save the provider you picked, the payment is still recorded and you’ll see a warning, so you can set it on the invoice instead. A consultation, prescription, lab test, ward stay or ordered procedure line is attributed automatically to whoever recorded that piece of clinical work, even if nobody set a Rendering provider by hand — so most billed lines already show a name. A line for a general service or a custom charge has no clinical record to draw from, so it stays Unattributed until someone sets it explicitly.If the page shows no figures
If you can open Financial Reports but every tile and table reads ”—”, you’re missing the View net position permission — the same one that gates the net-position card on Expenses. Ask an owner or manager to grant it from Staff & Teams → your permissions.A dash is not a zero. ”—” means the figure was withheld from you; a real “0” (no revenue this period, nothing overdue) always prints as 0. They mean different things — don’t read one as the other.