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. The report output is grouped by transaction categories (charges, charge corrections and removals, payments, refunds, etc.) and can be based on service date or transaction date.
Note: More grouping options for this report are COMING SOON!
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.
This report does not have to be closed like the Financial Daysheet and thus can be re-run to include corrections to existing transactions or new transactions that are backdated to a historical service date.
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