Creating and saving year-end reports helps assure you have a snapshot of important financial information that you may need for tax or other purposes. We recommend running the following reports and saving them in a clearly marked folder on your computer.
Analytics - Quick Stats
The Quick Stats report in Analytics provides a snapshot of key metrics.
After you complete charge and payment entry for 12/31:
- Click the Analytics menu icon to open the Quick Stats report
- Click the Run New button
- When the report is on the screen, click the Printer icon to create a PDF to print or email. The Spreadsheet icon creates a spreadsheet to email
Analytics Definition - https://help.healthcoretech.com/a/1770342-healthsource-analytics-definitions
Analytics - https://help.healthcoretech.com/a/1906622-healthsource-analytics
The A/R value is not stored, making it critically important to run the report on the last business day of the year
A/R Report
Email the spreadsheet or PDF to store in the year end reports folder you created.
Total A/R - https://help.healthcoretech.com/a/1770047-total-a-r
Collections Report
Email the spreadsheet or PDF to store in the year end reports folder you created.
Collections report - https://help.healthcoretech.com/a/1761332-collections-report
Tax Report
Email the spreadsheet or PDF to store in the year end reports folder you created.
Tax Report - https://help.healthcoretech.com/a/1761357-tax-report