Reporting is daisyBill’s treasure chest of service, payment, and tasking metric information, including the ability to create custom reports.
On the navigation bar, click ‘Reporting’
A. To build a custom report, click ‘Report Builder’
B. To view account analytics, click ‘Account Analytics’
C. To view task reporting, click ‘Task Productivity’
D. To view A/R reporting, click ‘Accounts Receivable’
E. To view bill summary by status, click ‘Bill Status Dashboard’
F. To view unmatched payments, click ‘Unmatched Payments’
G. To view reported discount contracts, click ‘Discount Contracts’
H. To view Exports, click ‘Exports’
On the navigation bar, click ‘Reporting’
This button is only available to users with the Role of Administrator or Reporter.
A. To build a custom report, click ‘Report Builder’
B. To view account analytics, click ‘Account Analytics’
For more information on Account Analytics, see the Help Article: Account Analytics
C. To view task reporting, click ‘Task Productivity’
For more information, see the Help Subtopic: Task Productivity.
D. To view A/R reporting, click ‘Accounts Receivable’
For more information, see the Help Article: Accounts Receivable.
E. To view bill summary by status, click ‘Bill Status Dashboard’
For more information, see the Help Article: Bill Status Dashboard.
F. To view unmatched payments, click ‘Unmatched Payments’
For more information, see the Help Article: Unmatched Payments.
G. To view reported discount contracts, click ‘Discount Contracts’
For more information, see the Help Article: Discount Contracts.
H. To view Exports, click ‘Exports’
For more information, see the Help Subtopic: Exports.
I. To view your RFA Status Dashboard, click ‘RFA Status Dashboard’
J. Best Practice Reports
For more information, see the Help Article: Best Practice Reports
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