Finding the Right Report

Aloha offers a variety of reports to help you monitor clinical, operational, and financial data. This guide explains which reports are best suited for common reporting needs and where to find specific information.

Quick Report Finder

I Need To...	Run This Report	Tips
Calculate supervision percentage by client	Client Service Summary Report	Divide total 97155 hours by total 97153 hours to calculate the supervision percentage.
View billable client hours by staff member	Staff Productivity Report	Review billable hours by staff member for a selected date range.
Track mileage	Appointment List Report	Export to Excel and total the Distance column. Appointment locations must be entered when appointments are scheduled.
Verify whether session notes are attached	Service Appointment List Report	Review appointment details and documentation status.
Review direct and indirect service hours	Service Appointment List Report	Export to Excel and filter by service name to isolate direct or indirect services.
Track billable vs. non-billable appointments	Appointment List Report	Filter by appointment type as needed.
View all billable and non-billable hours	Staff Appointment List Report or Staff Productivity Report	Export to Excel and filter by earning code or appointment type.
See total payments collected	Payment Ledger Report	Use a date range and export to Excel if additional calculations are needed.
View revenue by client	Appointment Billing Summary Report (Charge Rate) or Payment Ledger Details Report	Export and sort by client for easier review.
Review patient responsibility payments	Payment Ledger Details Report	Filter for Family Payer transactions and export for annual totals.
Review authorization utilization	Authorization Summary Report	Compare against the Client Profile or Authorization by Month when needed.
View supervision hours provided by a BCBA	Supervised Appointment List Report	Export to Excel and sort by Supervisor and Client.
Generate BHPN reporting data	BHPN Report	Use for BHPN-specific reporting requirements.
Run payroll for a staff member outside the normal payroll cycle	Payroll Ad Hoc Report	Useful when payroll has not yet been processed.
View appointment cancellations by staff member	Appointment Cancellation Report	Export to Excel and create a Pivot Table to summarize cancellations by staff member.

Additional Reporting Tips

Use date range filters to narrow report results.
Export reports to Excel for advanced filtering and calculations.
Use Pivot Tables to summarize large data sets.
Compare report filters when totals do not match between reports.

Pivot Table Tips

Select all of your data by clicking the triangle in the upper-left corner of the spreadsheet (between Column A and Row 1).
Navigate to Insert > PivotTable and click OK to create the pivot table.
In the PivotTable Fields panel, drag and drop fields into the Rows, Values, Columns, and Filters sections to organize your data as needed.
To change how a field is calculated, right-click the value within the pivot table and select Value Field Settings. From there, you can choose options such as Sum, Count, Average, Min, or Max.