Discount Categories Report


The Discount Categories Report shows all discounts that have been entered into patients' invoices/receipts over a period of time, separated by the category of discount. 


Run the Report

  1. Go to Location Management > Reports tab

  2. Open Discount Categories Report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <All> to base this report on, if applicable

    3. Providers: Select the Provider(s) to include in the report

    4.  Show inactive providers: Tick to include inactive Providers

    5.  Show Details: Tick to see details in place of totals

    6.  Discount Categories: Select the categories to include

    7.  Show inactive categories: Tick to include inactive Categories


Report Details 

The report is separated by Providers, then by Discount Category.

Summary View


Show Details View

Discount Outstanding Balance

Discount During Payment from Receipts

Discount During Invoice Creation

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