Generating the Transaction by Insurance Report

The Transaction by Insurance Report lists patient transactions by insurance carrier for your office within the date range you specify. You can report on all insurance carriers or any number of specific carriers. Use this report to analyze transactions for a particular carrier.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Transaction by Insurance.
  4. Enter the date range to print, or select dates from the calendar.
  5. Select one or more Carriers to include on the report.
  6. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.