practice reporting

Uprise reporting tools help you run operational, financial, auditing, and analysis reports to easily identify issues like unusual billing patterns or errors. They provide more insight by analyzing appointment durations, demographics, and best-selling products.

Uprise Reporting

DEPOSIT TICKETS

Audit daily bank deposits by summarizing cash and checks received.

DAY SHEETS

Break down daily transactions such as sales, refunds, and write-offs by the provider or staff member who performed services.

PRODUCTION REPORTS

Analyze sales based on invoices posted, payments received, or staff member who recorded the products and services.

PRODUCT SALES

Get a line item detail of each sale, based on invoice date and payment type.

CASH RECEIPTS

See all payments and refunds made in your practice, summarized by payment type.

uprise report types
uprise sales report

Get a quick summary of each report type before running the report (left). Filter results specific to the report you ran and customize by date range, transaction type, provider name, product type, payment method, and more (right).

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