Who this is for: All Barti users who track charges and revenue by staff member or service type.
Before you start, you'll need:
A Barti account with permission to view reports
Staff members assigned to invoice line items (required for accurate per-staff totals)
Steps
In the left navigation, click Reports, then Billing.
Click the Production Report tab.
Filter by Staff Member, Location, and/or Date Range to scope the report.
Review the results, which are broken down by Revenue Type: Exams and Materials.
If a staff member is missing from the report or their totals look off
In the left navigation, click Billing, then Invoices.
Open the relevant invoice.
Edit the line item and assign the correct staff member.
Return to the Production Report and re-run it.
What you'll see when it works
The report displays charges grouped by staff member and Revenue Type (Exams / Materials), with columns for Subtotal, Discounts, Taxes, Total, Adjustments, Patient Responsibility, Insurance Responsibility, and Balance.
This report tracks charges billed — not payments received. Totals reflect what was charged on each line item, recorded on the charge created date.
Troubleshooting
Why does the Production Report total differ from my Standard Report for the same date range?
Two differences account for this. First, they filter on different date fields: the Production Report uses the charge created date; the Standard Report uses the invoice date. Second, the Production Report shows net amounts (after adjustments and discounts); the Standard Report shows gross amounts (before adjustments). See What does each Barti report measure? for a full comparison.
Why does the Production Report total differ from Net Revenue?
The Production Report tracks charges billed; Net Revenue tracks payments received. A charge created in one period may not be paid until a later period — especially with insurance. This lag is expected.
Can I break down payments — not charges — by exam vs. materials?
Not directly. The payment reports (Payment Method and Payment by Staff) track cash collected but don't include a Revenue Type column. The Production Report is the most reliable source for an exam vs. materials breakdown.
Why can't I choose which columns show on this report?
The Production Report is a chart rather than a table, so it has no columns to manage. Column selection is available on Barti's table-based reports.