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
User Guides:
Advanced Data Reports:
User Guides
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, though available filters may vary by report. You can also filter or sort specific columns within the report itself.
Apply a Filter to the Entire Report
Click on a filter at the top of the report to view its options.
Select the criteria you'd like to apply (e.g., a specific provider or membership plan).
You can select multiple values.
You can also use the search bar to find a value quickly.
Click 'Apply' to update the report with your selected filter critera.
Filter or Sort a Specific Column:
To further narrow down or organize data within a report, you can sort the report by a specific column or apply a filter to a specific column by following the steps below:
Hover over the column header you want to filter or sort.
Click the three-dot menu (⋮) that appears next to the column name.
Choose one of the following options:
Sort -> Ascending or Descending to reorder the report's data.
Filter to narrow results based on column values.
If you select Filter:
Check or uncheck boxes to include or exclude values.
Use the search bar to find a value quickly.
Click Apply to update the report with your selected values.
Clear a Filter
To remove an applied filter:
Open the filter
Unselect the checkbox(es) next to your selected criteria
You can also click the top checkbox twice to select all, 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 Data Reports
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.
Advanced: AR Aging
Who this report is for: All practices.
Why use this report: To understand which invoices remain unpaid and how long they’ve been outstanding.
What is included in this report: Unpaid customer invoices categorized by how long they've been overdue.
The report is filterable by a specific point in time (As Of Date) and includes:
Total outstanding receivables by payer (e.g., membership owner or sponsor), receivable aging by payer type (e.g., membership owner or sponsor) and days outstanding (1-30 days, 31-60 days, 61- 90 days, 91+ days) after due date.
Accounts receivable aging by charge type (e.g., Membership, lab, etc.) and days outstanding ( 1-30 days, 31-60 days, 61- 90 days, 91+ days) after due date.
A list of all invoices billed and still outstanding from the selected 'as of' date.
Advanced: Billed Revenue & Received Payments
Who this report is for: Group reporting accounts overseeing multiple practices.
Why use this report: To view billed revenue and received payments across all managed accounts in one place.
What is included in this report: This report is a consolidated replica of the native Billed Revenue Report and Received Payments Report, but expanded to include data for all managed accounts, rather than a single account.
Advanced: Member Rollforward
Who this report is for: All practices.
Why use this report: To monitor aggregate changes in membership enrollments, transfers, and terminations within a given timeframe.
What is included in this report: Counts and details of patients who were active at the start, newly enrolled, transferred, terminated, and active at the end of a specified period.
Advanced: Patient Export
Who this report is for: All practices.
Why use this report: To gather insights into additional patient data that is not captured in the native patient export. This is especially useful for organizations managing multiple accounts.
What is included in this report: Patient contact information, membership & billing details, as well as cancellation reason and lead source information.