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Reporting Explained

Reporting is DaisyBill’s treasure chest of service, payment, and tasking metric information, including the ability to create custom reports.

A. To build a custom report, click ‘Report Builder’

B. To view task reporting, click ‘Task Productivity’

C. To view A/R reporting, click ‘Accounts Receivable’

D. To view bill summary by status, click ‘Bill Status Dashboard’

E. To view unmatched payments, click ‘Unmatched Payments’

F. To view reported discount contracts, click ‘Discount Contracts’

G. To view Exports, click ‘Exports’

H. Best Practice Reports

On the navigation bar, click ‘Reporting’

This button is only available to users with the Role of Organization Admin or Reporter.

A. To build a custom report, click ‘Report Builder’

Customize the Columns, Values and Filters to build a Custom Report.  For more information, see the Help Article: Report Builder.

B. To view task reporting, click ‘Task Productivity’

For more information, see the Help Article: Task Productivity.

C. To view A/R reporting, click ‘Accounts Receivable’

For more information, see the Help Article: Accounts Receivable.

D. To view bill summary by status, click ‘Bill Status Dashboard’

For more information, see the Help Article: Bill Status Dashboard.

E. To view unmatched payments, click ‘Unmatched Payments’

For more information, see the Help Article: Unmatched Payments.

F. To view reported discount contracts, click ‘Discount Contracts’

For more information, see the Help Article: Discount Contracts.

G. To view Exports, click ‘Exports’

For more information, see the Help subtopic: Exports.

H. Best Practice Reports

For more information, see the Help Article: Best Practice Reports Explained

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