Top Reports Comparison

Comparing data between reports seems simple enough, but you have to make sure that the reports are pulling data the same way. Otherwise, it’s like comparing apples to oranges, and your data won’t match.

Real-Time vs Static Reports

Before we can discuss specific reports, let’s review the differences between a report that is dynamic and one that is static.

  • Real-Time: The report uses fresh and up-to-date information to generate results.
  • Static: The information on the report has been finalized and will not change over time.

Report Classification

The following table lists the most commonly used reports in RevFlow and their type.


Real-Time Static
  • Payment Balancing (Full Access)
  • Payment Audit Summary (Full Access)
  • Payments by Location
  • Place of Service Summary
  • Place of Summary Charge Stats
  • Payment/Adjustment Summary
  • Payments Breakdown by POS
  • Place of Service Breakdown by POS
  • MGMT Report Card

Report Dates

The type of date that a report uses to generate data can cause reports to appear mismatched. In RevFlow, reports are either run by Deposit Date, Posting Date, or Date of Service. The table below showcases how a variety of reports populate their results.

Note: Reports that can utilize the Deposit Date and Posting Date are denoted with an (*) asterisk.

Deposit Date Posting Date Date of Service
  • Payment Balancing (Full Access)*
  • Payment Audit Summary (Full Access)*
  • Payments by Location
  • Place of Service Summary
  • Payment/Adjustment Summary
  • Payments Breakdown by POS
  • Place of Service Breakdown by POS
  • MGMT Report Card
  • Place of Service Summary Charge Stats

Report Comparison

In order to compare two or more reports, they must have the same classification (real-time or static) and be generated using the same type of date (deposit, posting, or service). For your convenience, these have been grouped together in the table below.


Real-Time Static
Deposit Date
  • Payment Balancing (Full Access)
  • Payment Audit Summary (Full Access)
  • Payments by Location
  • Place of Service Summary
  • Payment/Adjustment Summary
Posting Date
  • Payment Balancing (Full Access)
  • Payment Audit Summary (Full Access)
  • Payments Breakdown by POS
  • Place of Service Breakdown by POS
  • MGMT Report Card
Date of Service
  • Place of Service Summary Charge Stats
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