The Item Report is a useful practice analysis tool that can be used to help determine which consultation and procedural items your practice frequently charges. This report displays the number, total value, and average fee for items during a specific time period.
Before you begin
To access the Item Report and its many functions, navigate to File > Maintenance & Reports > Practice Analysis tab. There are three different variations of the Item Report, that each show different information. Please read on if you would like to find out more.
The standard Item Report can be opened by simply clicking on the Item Report button within the Practice Analysis tab of Maintenance & Reports. This will open to a window as below.
To breakdown the information shown in this table, you can specify which information is shown by time period, provider, and/or item number.
Customise by Time Period
To customise the time period, click the drop-down in the top left for Period. Each of the options available are as below.
- Today
- This Month
- Last Month
- Current Quarter
- Last Quarter
- This Financial Year
- Last Financial Year
- Custom
When selecting Custom, you can click into the From and To date fields and amend these to any dates as required.
Customise by Provider
You can also customise this report by selecting particular providers from the list on the left-hand side of the window. Providers with items currently shown in the list will have a green arrow next to their name. You can highlight one provider or highlight multiple. To choose a list of doctors, hold down the Ctrl/Cmd key while selecting the providers, or hold down the Shift key to select a group all in a row.
Customise by Item Number
When opening the Item Report, this will default to showing all billable items in your report. You can change this to show a specific item number by choosing the Select radio button and entering the item number.
The Report
Once you have selected your criteria, the columns that appear in the report are as follows:
Item | These are the items charged at your practice. |
Description | This is the description shown accompanying the item. You can also find this description in Open > Billing Items. |
Category | This category is specified in the Item window. |
Qty | This is how many of this item has been invoiced in the specified time period. |
Value | This is the total invoiced of the specific item in the specified time period. |
Avg | This is the average cost for the item number. |
GST | This is the total GST charged for this item in this specified time period for this specific provider. |
To see a list of all the patients that have been billed for the items showing in your report, you can click the button to open the Patient list.
If you are happy with your report, you can Print or Export the report to Excel
using the icons at the top of the window. Both variations are shown below.
Printed Version
Excel Version (with slight aesthetic changes)
The Receipts variation of the Item Report displays all items billed that have had some type of payment or credit made against it. To access the Receipts Item Report, hold down the Alt/Option key on your keyboard and click on the Item Report in Maintenance & Reports as per the usual Item Report. Depending on your practice, this will most likely be a very large report, so print with caution.
Customise by Time Period
To customise the time period, click the drop-down in the top left for Period. Each of the options available are as below.
- Today
- This Month
- Last Month
- Current Quarter
- Last Quarter
- This Financial Year
- Last Financial Year
- Custom
When selecting Custom, you can click into the From and To date fields and amend these to any dates as required.
Customise by Provider
You can customise this list by provider by choosing between the All and Select radio buttons. If choosing the Select option, click on the drop-down menu and select your provider from this list.
The Report
You can print the report, or Export to Excel
. Both variations are displayed below.
Printed Version
Excel Version (with slight aesthetic changes)
This report shows a comprehensive view of how many times each of these items have been charged within certain month periods. This is especially good for noticing trends in specific items in certain time periods. To access this report, hold down the Shift key while selecting the Item Report.
Customise by Time Period
To customise the time period, click the drop-down in the top left for Period. Each of the options available are as below.
- Today
- This Month
- Last Month
- This Quarter
- Last Quarter
- This Financial Year
- Last Financial Year
- 6 month period
- Custom
When selecting Custom, you are able to click into the From and To date fields and amend these to any dates as required.
Customise by Provider
You can customise the list under the Providers header by choosing between the All and Select radio buttons. If choosing the Select option, click on the drop-down menu and select your provider from this list.
The Report
You can print the report, or Export to Excel
. Both variations are displayed below.
Printed Version | Excel Version (with slight aesthetic changes) |