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 and Analytics’

A. To view account analytics, click ‘Payment Analytics’

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

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

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

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

F. To view Exports, click ‘Exports’

G. To view the full list of reports, click ‘View all reports’

On the navigation bar, click ‘Reporting and Analytics’

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

A. To view account analytics, click ‘Payment Analytics’

For more information on Payment Analytics, see the Help Article: Payment Analytics

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

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

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

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

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

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

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

F. To view Exports, click ‘Exports’

For more information, see the Help Subtopic: Exports.

G. To view the full list of reports, click ‘View all reports’

This includes the Unmatched Payments report, the RFA Status Dashboard, Discount Contracts,  Best Practice Reports, and more!

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