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.
Table of Contents
How to Download Your Data
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.
How to Filter Your Data
At the top of any advanced report, you'll see filter options that allow you to refine the data displayed. Common filters include date range, provider, location, and sponsor, however they can vary depending on the report.
Apply a Filter
Click on a filter at the top of the report to see that filter's available options.
Select the criteria you want to apply (e.g., filtering by a specific provider or membership plan). You can select multiple values.
Once you've selected your criteria, click 'Apply' to update the report with the new settings.
Clear a Filter
To remove a filter you've applied, click on the filter at the top of the report.
Unselect the checkbox(es) next to the criteria you've chosen, either individually or by clicking the top checkbox twice to select all and then unselect all.
After modifying your filter criteria, click 'Apply' to update the report with the new settings.
Adjust Date Ranges
If the report includes a date range filter, depending on the report, you may have the option to:
Enter a custom date range by specifying start and end dates.
Select a rolling date range (e.g., "Last 30 Days" or "Month to Date").
Choose between a rolling date range or a custom date range.
If the report only includes the option to enter a custom date range, you will see a "Start Date" filter and an "End Date" filter which you can enter custom dates for:
If the report allows both types of date ranges, you can choose between a rolling date range or a custom date range within the date filter modal:
1. Click on the date range filter:
2. Select "Rolling" or "Fixed":
3. Enter your date range criteria
4. Click 'Apply' to update the report with the filtered date range.
Advanced: Quickbooks Deposit Sync
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.
Advanced: Provider Updates
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.
Advanced: Patient Notifications
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.
Advanced: Special Rates
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.
Advanced: Sales Tax
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.
Advanced: Duplicate Patients
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.
Advanced: Signed Documents
Who this report is for: Practices that manage patient documents.
Why use this report: To monitor whether patients have signed their required documents.
What is included in this report: All documents, patients assigned to those documents, date of signature (if signed), whether the document is required, and other relevant membership details.
Advanced: Patient Demographics and Membership Summary
Who this report is for: All practices.
Why use this report: Monitor the breakdown of patients by age, gender, location and membership details.
What is included in this report: Patient distribution by age, gender, and zip code, along with the average membership rate across all members and by provider. Data can be filtered by location, provider, and sponsor (if applicable).
Advanced: All Charges, Including $0 Charges
Who this report is for: Practices seeking a detailed view of billed revenue, including $0 charges.
Why use this report: To track and report on $0 charges alongside other billed revenue.
What is included in this report: A comprehensive list of all charges with details such as patient, charge category, quantity, sponsor, and provider. Users can filter for $0 charges to view only those charges.
Advanced: Payment Source Added
Who this report is for: Practices that want to track newly added payment sources.
Why use this report: To monitor patients who have recently added a new credit card or bank account.
What is included in this report: Patients who added a credit card or bank account in the last 30 days, along with associated payment source details.
Advanced: Broker Activity
Who this report is for: Practices that manage broker commissions
Why use this report: To track brokers, their deals, associated members, and commissions earned.
What is included in this report: Broker deals, associated patients, and deal commission details.
Advanced: Employee Dependent Registration Fee
Who this report is for: Practices that want to charge registration fees for dependents added to an existing membership.
Why use this report: To identify dependents enrolled after the primary membership start date and apply a registration fee.
What is included in this report: Sponsored dependents added to an existing membership in the last two months, along with their membership details.
Advanced: Membership Plan Pricing & Tier Payout
Who this report is for: Cost sharing entities or accounts that need to report on membership by group tier or group plan.
Why use this report: To track and report on patients enrolled by group tier and group plan, as required by some sponsors or TPAs. Cost-sharing entities can use this report to verify group rates in-app and request changes.
What is included in this report: The number of active members assigned to each provider and sponsor by group tier, along with a list of group membership plans and their associated rates.