Analytics
Exporting data
Report types export to CSV or Excel (XLSX). Most list screens export CSV. There is no PDF export from the reporting screens.
Written for: Analysts · Finance · Revenue cycle managers
What can be exported
| Field or control | What it means |
|---|---|
| Report types (Reports, Client portal → Reports) | CSV or Excel (XLSX), built on the server from your records. The file starts with the report title, period, as-of time, source and a summary, followed by the report rows. Cells that would run as spreadsheet formulas are neutralised, and each export is written to the audit log. Needs the export permission as well as report access: Supervisors, Administrators and client admins can export; client viewers cannot. |
| A/R aging (/dashboard/ar/aging) | CSV of the bucket totals and up to 500 accounts per bucket. Supervisor and above, with the export permission. |
| Client report download (API) | GET /api/client-portal/reports/{reportId} for client admin and client viewer users: collections summary, aging summary, denials summary or account activity, as CSV only. Patient names and account numbers are masked according to the organisation's client privacy mode, and cells that would run as spreadsheet formulas are neutralised. |
| Collections list | CSV of the filtered accounts. |
| Payments and AR Payment History | CSV of the listed payments. |
| Insurance aging | CSV built in your browser from the figures on screen. |
| Insights platform report | CSV built in your browser, stamped with the time it was generated. |
Handling exported files
Not available
There is no PDF export, no password-protected files, no choice of delimiter or encoding, no charts or formulas in Excel files. Scheduled reports are emailed as CSV or Excel attachments only when an email provider is configured. Earlier versions of this page described these options.