Understanding NikoHealth Reports

NikoHealth Reports are designed to help your team review activity, monitor workflows, and identify areas that may need follow-up. Because different Reports are built around different parts of the workflow, the best place to start is with the question you are trying to answer.

Before running a Report, ask: What am I trying to find, review, or take action on?

For example:

if you are trying to monitor whether items are moving through fulfillment, you may need a different Report than you would use to review general Order history.
If you are working aging, the Report you choose may depend on whether you need a high-level summary, a Payer-specific view, a Patient-specific view, or Invoice-level detail.

Use this guide as a starting point to help identify which NikoHealth Report best matches the workflow you are reviewing. You can also download our Reports Quick Reference guide at the bottom of this article.

Start with the Business Question

When choosing a Report, start with the business question first. This helps make sure you are using the Report that best matches the activity you want to review.

A helpful way to think about reporting is:

Question first Report second Filters third

Once you know what you are trying to answer, choose the Report that matches that workflow. Then confirm your date range, statuses, Payer or Bill-to filters, location filters, and any saved views before comparing or sharing totals.

Report Selection Guide

When you need to...	Choose Report	Why / what to look for
Monitor open or drop ship orders	Order Fulfillment	Use item-level fulfillment status to catch rejected, failed, backordered, or shipped-not-delivered items.
Review order details or trends	Order History	Use order-level details and history. This can be helpful for reviewing created, completed, canceled, or referral-related order activity.
Compare billed or expected amounts to cost	Order Financials	Uses order Cost Share values and catalog cost per unit. Export when calculating total cost for quantities greater than one.
Look ahead at recurring resupply	Resupply Programs	Filter by Next Scheduled and Program Status = Active. Add Resupply Item Status when individual items may be on hold.
Work open balances and aging	A/R Aging reports	Use Summary for a high-level view, By Insurance or By Patient for grouped views, and Details for invoice-level review. Always check the As Of Date.
Track claim flow, rejections, and denials	Claim Submission, Claim Rejections, Denials Detail	Use Submission Type for initial vs. resubmitted claims. Review rejection type, denial code, payer, HCPCS, and denial status.
Find unapplied money	Payments Detail; A/R Aging by Patient	Filter Payment Status for New, Unapplied, or Failed. For patient money, use A/R Aging by Patient and focus on accounts with open balances.
Trace inventory or product movement	Inventory Audit, Inventory Location, Inventory Activity, Fixed Asset	Use Inventory Location for counts by site or status, Inventory Activity with Details for serial or transfer history, and Fixed Asset for depreciable items.

Order Reports

Use Order Reports when you need to review order activity, fulfillment progress, or financial information connected to an Order.

Order Fulfillment

Use Order Fulfillment when you need to monitor the status of items on an order. This report is especially helpful for open orders, drop ship orders, or situations where individual items may be moving through different fulfillment statuses.

This report can help you identify items that may need follow-up, including items that are:

Rejected
Failed
Backordered
Shipped but not delivered

Because this report focuses on item-level fulfillment activity, it is often the best starting point when you are trying to confirm whether products are continuing to move through the fulfillment process.

Order History

Use Order History when you need to review order-level activity or trends. This can include created Orders, completed Orders, canceled Orders, or referral-related Order activity.

This Report is a better fit when you are reviewing the Order as a whole rather than the fulfillment status of each individual item.

Order Financials

Use Order Financials when you need to compare billed or expected amounts to cost.

This report uses order Cost Share values and catalog cost per unit. If the values appear blank or incomplete, review the related order and product setup. If you are working with quantities greater than one, export the report when you need to calculate total cost.

Resupply Reports

Use the Resupply Programs Report when you need to review recurring resupply activity, identify patients with active programs, or look ahead at upcoming scheduled items. This report can help your team understand which patients are due for specific items and whether programs or individual resupply items are active or on hold.

When reviewing resupply activity, it is important to understand the difference between the main resupply date fields.

Field	What it Means
Last Supplied	The last Invoice date of service for the item.
Next Eligible	The date the item can be supplied again based on the last completed order.
Next Scheduled	The date the item is expected to be added to a future resupply order.

If you are planning future resupply work, Next Scheduled is usually the most helpful starting point. Use the Next Scheduled date filter and enter the date range your team needs to review.

To focus on active programs only, add the Program Status filter and set it to Active. If your team uses item-level holds, consider adding Resupply Item Status as well.

A/R Aging Reports

Use A/R Aging Reports when you need to review open balances, manage aging, or prioritize revenue cycle follow-up.

There are multiple A/R Aging Reports, and each one gives you a different view of your open balances.

Report	Best Used For
A/R Aging Summary	A high-level view of open balances.
A/R Aging by Insurance	Reviewing open balances grouped by payer.
A/R Aging by Patient	Reviewing open balances grouped by patient.
A/R Aging Details	Reviewing invoice-level aging detail.

A/R Aging reports are snapshot-based, so the As Of Date is one of the most important settings to check. If aging numbers do not look right, confirm the As Of Date first.

If your team is actively working current aging, make sure the As Of Date reflects the date you want to review.

Claims, Rejections, and Denials Reports

Use claims and denial-related reports when you need to monitor billing activity, track claim movement, identify recurring issues, or review denial trends.

Report	Best Used For
Claim Submission	Reviewing claim submission activity and tracking initial submissions vs. resubmissions.
Claim Rejections	Identifying front-end or back-end rejection issues that may need attention.
Denials Detail	Reviewing denial trends by denial code, payer, HCPCS, and denial status.

The Claim Submission Report can help you understand how claims are moving out the door. Use Submission Typewhen you need to separate initial submissions from resubmissions.

The Claim Rejections Report can help you identify new or recurring rejection issues. Reviewing this report regularly can help your team catch problems early.

The Denials Detail Report can help you review denial trends and understand whether denials are moving from New into worked, resubmitted, ignored, or written-off statuses.

Payment and Unapplied Money Reports

Use Payment Reports when you need to review unapplied money, failed payments, or payment activity that needs follow-up.

Report	Best Used For
Payments Detail	Reviewing overall payment activity across Patients and Payers.
A/R Aging by Patient	Finding Patient accounts with unapplied money and open balances.

To focus on unapplied money in Payments Detail, filter Payment Status for statuses such as:

New
Unapplied
Failed

For Patient unapplied money, use A/R Aging by Patient and focus on accounts that have both unapplied money and an open balance.

Inventory Reports

Use Inventory Reports when you need to review product counts, product movement, transfers, adjustments, or serialized item history.

Report	Best Used For
Inventory Location	Counts by inventory location or status.
Inventory Audit	Overall product movement.
Inventory Activity	Transfers, adjustments, or serialized item history.
Fixed Asset	Depreciable items.

Use Inventory Location when you need to complete or review counts by site or status. If your organization has multiple inventory locations, filter to the specific location before exporting or comparing totals.

Use Inventory Audit when you need to review overall product movement.

Use Inventory Activity when you need more detail about transfers, adjustments, or serialized item history. Add the Details field when you need more context about why movement occurred.

Use Fixed Asset for depreciable items.

Report Refresh Timing

Reports in NikoHealth do not all refresh the same way. Some Reports update when they are run, while others refresh overnight. This is important when you are trying to determine whether same-day activity should appear in a report.

Updates Overnight	Updates When Run
All A/R reports, including Summary, by Insurance, by Patient, and Details	Order History, Order Fulfillment, Order Financials
Payer Adjustment	Resupply Programs
Payment Application	Claim Submission, Claim Rejections, Denials Detail
Revenue Summary	Payments Detail, Payment Remittance, Payments by Channel
Invoice Detail / Invoice Details	Rentals, Inventory reports, Audit Report, and other reports

Overnight-refresh Reports may not reflect same-day posting, payment, adjustment, or invoice changes until the overnight refresh completes. No exact refresh time is published.

Checking Report Setup and Totals

Many reporting discrepancies happen because two users are comparing Reports that were run with different settings. Before comparing totals across Reports or sharing reporting data with your team, confirm the Report setup first.

Before sharing totals, check:

	The correct Report is being used
	The date range or As Of Date is correct
	Status filters match
	Payer, bill-to, location, and account filters match
	Expected Amount vs. Charge is being used consistently
	The raw export is saved before making edits in Excel
	Saving the original export before making changes can make it easier to troubleshoot later if totals are questioned or need to be recreated