How do I generate/view reports?

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 Enrolled Members 
  • Activity & Financial Reports

The reports are available in the following formats:

  • CSV: an unformatted spreadsheet
  • XLSX: a formatted spreadsheet

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.

    • Related Articles

    • 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 ...

    • 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.

    • 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. ...

    • User Permissions for Enhanced Office Security

      To bolster security across our offices, we've made updates to the permission levels for user accounts. This guide outlines the new restrictions and explains how to update permissions when access to sensitive information is required. Restricted ...

    • How to: Charge a member manually

      Locate the member's account Select “Charge member” Type the amount Select a reason from the dropdown Add a brief description to appear in their ledger Type your full name in the box Click the blue button * - You may need to click the "View Account ...