1. Overview
Purpose:
This report shows the breakdown of procedure groups performed during a selecteddate range.
Target Audience:
Billers, clinical staff, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Daily Reports >> Daily Breakdown Report
3. Report Filters & Parameters
| Filter Name | Description |
| Select Service Date Span | Restricts results to a specific period |
| Select Location | Restricts results to one location or All locations in the practice |
4. Output Columns
| Column Name | Description |
| Service Date | Results are shown for the selected service date span |
| Total Units | Number of units billed |
| Total Charges | Total Billed amount for the procedure group |
5. Report Grouping / Sorting Behavior
Grouped by Location, sorted by service date.
6. Export Options
Available for export in PDF, Excel and CSV format.
7. Special Notes / Tips
- Location selection is restricted to either One location or All locations.
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-08-01 | Initial documentation created |
