Who this is for: All Barti users.
Steps
Navigate to Billing → Reports.
Select the report you want to run from the dropdown in the top-right corner.
Use the filter options (date range, location, staff member, etc.) to scope the report to the data you need.
Available reports
Standard Report — charges billed, grouped by billing code or category
Production Report — charges billed by staff member, broken down by Revenue Type (Exams / Materials)
Payment Method Report — payments received, broken down by payment method
Payment by Staff Report — payments received, broken down by staff member
Net Revenue Report — summary of collections, glasses and contact lens orders, appointments, and payment method breakdown
Patient Aging Report — outstanding patient balances by age bucket
Insurance Aging Report — outstanding insurance balances by age bucket
Contact Lens Sales Report — contact lens orders and associated product details