In addition to native reports, Hint offers pre-designed, ready-to-use advanced data reports that deliver additional insight beyond what’s available within our native reports. These advanced data reports are crafted to provide users with quick access to data that meets a wide range of common business needs.

These reports can be embedded into any Hint account for no additional charge. If you'd like to add an advanced data report to your account, please send your request to support@hint.com.

Who this report is for: Accounts with Quickbooks Deposit Sync enabled.

Why use this report: To track financial transactions made through QuickBooks and flag any deposit sync issues to address.

What is included in this report: A list of QuickBooks Online deposits made within a defined period and any errors during the sync process (e.g., if the deposit failed).

Please see our Quickbooks FAQ for more information on common sync errors and how to resolve them.

Who this report is for: Accounts with multiple providers.

Why use this report: To track and report on when a patient has been assigned or transferred to a provider. This can be useful for monitoring patient-provider assignments and identifying when and why a patient’s provider changed.

What is included in this report: A list of patients who have had a provider assigned or transferred and the name of the old & new provider.

Who this report is for: Practices that would like an in-depth look into notifications.

Why use this report: To track and report the status and type of notifications sent to patients, and identify patients who have unsubscribed.

What is included in this report: A list of patients sent a notification by type (e.g., payment thanks, invoice generated) and status (e.g., attempted, clicked, failed) as well as a list of patients who have unsubscribed from notifications.

Who this report is for: Accounts that utilize membership special rates.

Why use this report: To track special rates, their associated membership plans, and usage.

What is included in this report: All special rates and the number of patients on that rate, as well as a list of patients assigned to special rates.

Who this report is for: Accounts that charge sales tax on charge items

Why use this report: To track and report on the sales tax applied to each charge.

What is included in this report: Charges and the corresponding invoice, issued amount, subtotal and sales tax.

Who this report is for: Accounts with a large number of potentially duplicate patients.

Why use this report: To troubleshoot whether patients with the same last name and date of birth are true duplicates and need to be rectified.

What is included in this report: Patients with the same last name and date of birth, along with other details about the patients.

To download data from a report, click the three dots [...] in the upper-right corner of the data table, then click 'Download'. The data will be exported directly to your Downloads folder in a .csv file.