WebPT Ideas and Discovery

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Cleaner AR reporting

The variety of AR reports offered by Therabill are helpful.

However, each report is updated and always live, meaning for example, if I pull a Session Balance Breakdown report today, with a DOS range of March 1st - March 30th, and then pull this same report a week from now, they will not be the same.

A lot of utility in these reports is lost when previous reporting detail is constantly replaced with current data. It would be ideal to have date range filtering for reporting a past window of time that is not updated with current metrics.

I would love to see this update made and would be happy to discuss it further if more context would be helpful. Thank you for your consideration.

  • Guest
  • May 20 2024
  • Future Consideration
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