Report Selection
One of the most common challenges is simply knowing where to start. What a Report shows you depends on a few choices you control:
the business question it's built to answer
the date basis and date range applied
the filters, columns, and saved views you set
Instead of chasing data across screens, you start with the question you're trying to solve, choose the Report built for it, and shape the view to your workflow.
The right Report turns raw activity into an answer for a real question.
Instead of chasing data across screens, you start with the question you're trying to solve, choose the Report built for it, and shape the view to your workflow.
Question first 
Report second 
Filters third
Examples: Which orders are stuck in fulfillment? Where is revenue coming from? What's aging in A/R and needs follow-up? Are recurring resupply patients on track?
Because the underlying data updates as your team works, two Reports can look different simply because they measure different activity or use different date logic. That's exactly why understanding how a Report populates is the first step to trusting the numbers it gives you. And it's also what makes Reports so useful for running your business.
Pro Tip: Start with the business question first, then choose the Report that matches that workflow. Use saved filters and consistent date logic so your team is comparing the same view each time.
Common Report Use Cases
The list below maps common business needs to the Report best suited to answer them, along with tips to get the most out of each one.
If you need to...
Monitor open or drop ship orders
Use: Order Fulfillment Report
Tips: Use item-level fulfillment status to catch rejected, failed, backordered, or shipped-not-delivered items. |
Review order details or trends
Use: Order History
Tips: Gives Order-level details and history. This is helpful for created, completed, canceled, or referral-related review. |
Compare the Billed/Expected to cost
Use: Order Financials Report
Tips: Uses Order cost-sharing values and Catalog cost-per-unit. Export when calculating Total Cost for quantities over 1. |
Look ahead at recurring resupply
Use: Resupply Programs Report
Tips:
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Work open balances and aging
Use: A/R Aging Reports
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Track claim flow, rejections, denials
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Find unapplied money
Use: A/R Aging by Patient
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Trace Inventory or Product movement
Use: Fixed Assets Report
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Learn more about using...
Order Reports
Use Order Reports when you need to review order activity, fulfillment progress, or financial information connected to an Order.
Order Fulfillment Report
Use the Order Fulfillment Report 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:
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.
Use the Order History Report 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 Report
Use the Order Financials Report 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.
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Resupply Programs 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.
If you're 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.
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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.
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.
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Payment and Unapplied Money Reports
Use Payment Reports when you need to review unapplied money, failed payments, or payment activity that needs follow-up.
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Inventory Reports
Use Inventory Reports when you need to review product counts, product movement, transfers, adjustments, or serialized item history.
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