Introduction

NikoHealth offers a robust set of Reports designed to help your team review activity, monitor workflows, and identify areas that may need follow-up.

NikoHealth Reports draw directly from the day-to-day activity already flowing through your account. Rather than living in a separate system, each Report is a live, configurable view into operational data around Orders, Patients, Billing, Inventory, and more. Used well, Reports help your team spot issues early, keep systems and people aligned, and make more informed decisions.

This guide is your go-to reference for navigating NikoHealth's most commonly used Reports. We'll walk you through the key areas of consideration:

Choosing the right Report for your business question

Understanding refresh timing so you know when data is current

Sharing and Exporting to keep your team and systems aligned

FAQs and Troubleshooting for repeatable habits and avoiding common pitfalls

Check out our webinar on: Simplifying your Most Used Reports

Choosing the Right Report

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.

Report Selection Guide

Visit our guide on Choosing the Right Report to answer the question- Which Report Should I Use? You'll find common business questions our customers face and the appropriate NikoHealth Report to use, right down to the specific data selection and filters.

Understanding Report Refresh Timing

Not all Reports update at the same time. Understanding when your data refreshes is critical — especially if you're pulling numbers mid-day or sharing totals with your team. NikoHealth Reports fall into two refresh patterns:

Updates Overnight*	Updates When Run
Refreshed during an overnight batch process; they reflect data as of the end of the previous business day. All A/R Reports (Summary, by Insurance, by Patient, Details) Payer Adjustment Payment Application Revenue Summary Invoice Detail / Invoice Details	Pull live data each time you run them, so they will reflect the most current activity in the system. Order History, Order Fulfillment, Order Financials Resupply Programs Claim Submission, Claim Rejections, Denials Detail Payments Detail, Payment Remittance, Payments by Channel 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. If you need same-day data for an overnight Report, consider whether a real-time Report can answer your question instead.

Best Practices for Sharing and Exporting

Reports are only as useful as the consistency behind them. 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.

Run through this quick checklist to avoid mismatched comparisons:

	You're using the right Report for the question you're answering
	The date range or As Of date is correct
	Status filters match what you intend to measure
	Payer level, bill-to, location, and account filters are aligned
	You've confirmed whether you need Expected Amount vs. Charge
	You've saved a raw export before making any 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.

💡 Helpful Habit: Report Notes

Add a short note to saved Reports or exported workbooks stating the question the Report is meant to answer. A clear note can also help explain why certain filters, columns, or date ranges were used. This prevents mismatched comparisons later and helps teammates understand the intent behind the data.

Examples of Report Notes:

This Report identifies active Resupply programs with items scheduled in the next 30 days
This Report is used to review Payer A/R as of month-end

Report FAQs and Troubleshooting

If a Report total does not look right, the issue is often related to Report setup, date logic, refresh timing, filters, or inappropriate Report comparisons (i.e. comparing Reports that are designed for different workflows).

Below are answers to some of the most common questions and pitfalls users encounter when working with NikoHealth Reports.

Why do my A/R numbers look off?

Check the As Of Date first. A/R Reports are snapshots and may default to the last day of the prior month. For active aging, change the date to today. For forecasting, decide whether you want Expected Amount or Charge — these can produce very different totals.

Why don't I see today's activity in my Report?

Refer to the Understanding Report Refresh Timing chart above.

Reports in NikoHealth follow different refresh patterns. Some reports update when they are run, while others refresh overnight.

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.

If you are reviewing same-day activity, confirm whether the report you are using is an overnight-refresh report or a report that updates when run.

How do I make Reports repeatable?

Use saved views for the Reports your team runs regularly. Saved views can help reduce repeated setup work and keep teams aligned on the same Report logic. This is especially helpful for Reports used in daily workflows, weekly reviews, monthly reporting, or leadership updates.

Before saving or exporting a Report, confirm that everyone is using the same:

Date range or As Of Date
Status filters
Payer filters
Bill-to filters
Location filters
Account filters
Columns and fields
Expected Amount vs. Charge logic

When possible, use a consistent naming convention for saved views so your team understands the purpose of the Report.

For example:

"Active Resupply Programs - Next 30 Days" or "A/R Aging by Insurance - Current As Of Date"

How do I find Unapplied or Failed money?

Use Payments Detail for an overall payment view.

To focus on Payments that may need follow-up, filter Payment Status for:

New
Unapplied
Failed

This can help your team identify money that has not been applied to an Invoice or Payments that may require additional review.

For Patient unapplied money, use A/R Aging by Patient. This Report can help identify Patient accounts that have unapplied money and an open balance.

When reviewing Patient unapplied money, focus on accounts where there is both:

Unapplied money
An open balance

This can help your team prioritize accounts where Payment application may resolve or reduce an outstanding balance.

Which Resupply Date should I use?

Use the date field that matches the question you are trying to answer.

If you need to know when the item can be supplied again, use Next Eligible. This is the date the item can be supplied again based on the last completed order.
If you are planning future work or looking ahead at upcoming recurring resupply, use Next Scheduled. This is the date the item is expected to be added to a future resupply order.
If you are looking backward to confirm when an item was last supplied, use Last Supplied. This is the last Invoice date of service for the item.

How should I monitor Rejections and Denials?

Use the Claim Rejections Report regularly to catch new or recurring issues. This Report can help identify front-end or back-end rejection trends.

Reviewing rejections on a weekly basis can help your team spot new issues, confirm whether previous issues have been resolved, and identify training or workflow opportunities.

Use the Denials Detail Report to review denial trends by:

Denial code
Payer
HCPCS
Denial status
Whether denials statuses are moving from New to Worked or resubmitted

This can help your team understand whether denials are being worked consistently and whether specific Payers, codes, or denial reasons are creating repeat issues.

Which Inventory Report should I use?

Use the Inventory Report that matches the type of review you are performing.

The Inventory Location Report lets you review counts by location or status. If your organization has multiple Inventory Locations, filter to the specific Location before exporting.
Use the Inventory Audit Report when you need to review overall product movement.
Use the Inventory Activity Report when you need more detail about transfers, adjustments, or serialized item history. Add the Details field when you need to understand the reason for a movement or adjustment.
Use the Fixed Asset Report to review depreciable items.

Why do two Reports show different totals?

Different Reports may use different logic because they are built for different workflows. As a result, the totals may not be expected to match exactly.

For example: an Order Report, an Invoice Report, and an A/R Report may not be measuring the same activity in the same way.

Before comparing totals between reports, confirm:

The Reports are intended to answer the same question
The same Date Range or As Of Date is being used
The same statuses are included
The same Payer, Bill-To, Location, or Account filters are applied
The same Amount Type is being reviewed
Report refresh rates are the same (i.e. one Report is not an overnight-refresh while the other Report updates when run)

What should I check before sharing Report totals?

Before sharing Report totals internally or externally, confirm the setup.

Check the following:

Right Report

Correct date range or As Of Date

Matching status filters

Correct Payer level

Correct Bill-to

Correct location

Correct account filters

Expected Amount vs. Charge

Raw export saved before making Excel edits

If you plan to manipulate the Report in Excel, save a copy of the raw export first. This gives your team an original version to reference if totals need to be reviewed later.

Helpful Links

Guide: Choosing the Right Report

Webinar: Simplifying Your Most-Used Reports

Article Collection: NikoHealth Reports

A Guide to NikoHealth Reports