Insights: Revenue

The Revenue Report in Sessions Health provides a consolidated view of the Payments Report, grouped by practitioner. This report includes only active practitioners.


Revenue Report

Payment Categories

The Revenue Report in Sessions Health breaks down payments received by type:

  • Credit Card Payments
  • Cash Payments
  • Other Payments – Payments made via external methods like Venmo, PayPal, or check.
  • Refunds
  • Total Client Payments – Total of all client-made payments (credit card, cash, other).
  • Insurance Payments
  • Total Revenue – Total money received: client payments + insurance – refunds

This report can be used in conjunction with other reports to see a more detailed report of where the various payments are coming from.


Filtering Options

The report is fully customizable by date and/or practitioner (for practices with multiple providers).

  • Use the date fields at the top of the report to select a specific date range.
  • You can also filter by month or year by clicking the down arrow next to the field with the date of service.

Filtering by date
  • The Practitioner filter allows you to isolate data for a single provider or compare data across multiple providers. Click the filter icon (three horizontal lines) to select the practitioner(s) whose data you’d like represented in the report.

Filtering by Practitioner

Sorting Capabilities

Each column in the Revenue Report is sortable:

  • Click any column heading to sort the data.
  • The Practitioner column can be sorted alphabetically.
  • All other columns can be sorted numerically.
Sortable Column Headers

Downloading the Report

As with all Sessions Health Insights reports, you can download the Revenue Report in .CSV format by clicking the Download button in the top right corner of the report page.

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