Activity Page (a.k.a. Reports)
TL;DR The "Activity" page is your newly designed Reports Page. Payout Reports, Monthly Reports, and Payment Ledger, all in one place.
Taking cues from many online banking websites, we've organized all reports on one page with an activity ledger – aka "Membership Transactions" – anchoring the layout. You will see a chronological list of member activity: enrollments, additions, changes, cancellations, etc. – as well as dedicated sections for both payout and monthly reports.
Both Payout & Monthly Reports are filterable – you can view previous months or previous years. You can also download a PDF or a CSV of any report. The Member Transactions list gives you the same date filter functionality, PLUS you can dial in a specific date range.
We think this will dramatically simplify the information-gathering process for you, as well as increase awareness of how your membership plan is performing for your office.
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Payout Reports
Payout reports reflect activity with your bank account, and are what you should use to balance your books between VisionHQ and your practice management software. Payout reports most often reflect deposits, but your bank account could be debited, too. ...
How do I generate/view reports?
To view reports in your VisionHQ platform simply navigate to the Reports tab. In addition to your monthly Payout Reports, from here you’ll be able to run reports for the following: Monthly or Annual Payouts Upcoming Renewals Delinquent Members Newly ...
Monthly Reports
Monthly reports are not used anymore in most circumstances because they will almost never coincide with a deposit amount in your bank account. Use your payout reports to balance your deposits and debits in your bank account.
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