How to Create a Daily Activity Report

Sensei Cloud allows you to create a Daily Activity Report that provides a totaled list of all posted transactions for a specified service (or transaction) date or date range. Based on selected filters, this report serves the same purpose as a Daysheet by Service Date Report or a Transaction List in other practice management programs. 

The Daily Activity Report can be created by using the Report Generator (Locations or All Locations > Financials > Report Generator). See How to Use the Report Generator for the detailed report generation procedure.

When generating a Daily Activity Report, the Reporting Period defaults to yesterday's date but can be changed to another date or date range. You can choose to report by Service or Transaction date, and  group the output by Transaction Category (charges, charge corrections and removals, payments, refunds, etc.), Location (if accessing the Report Generator from the All Locations tab), or by Patient.

Adjusted transactions are excluded from the report by default, but you can select Include if you want them to be included.

Note: 
-- Including adjusted transactions means that the report output (and associated calculated values) include corrected and removed transactions as well as the offsetting adjustment transactions.
-- The inclusion of the adjusted transactions and/or their associated adjustments are subject to the other report filtering. In particular, the specific reporting period and the date basis dictate which transactions are included in the report output.

The available columns to include in the report vary based on the report format selection. For example, if you choose a report format of Totals, Subtotals, and Details, you have the option to add a Patient column to the report. 

Note: This report does not have to be closed like the Financial Daysheet, and thus can be re-generated to include corrections to existing transactions or new transactions that are backdated to a historical service date.