> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bilby.health/llms.txt
> Use this file to discover all available pages before exploring further.

# Run a report

> Pick a report, filter it, choose dates and columns, export it and save it.

1. In the sidebar, select **Reports**.
2. Choose a report from the tabs at the top.
3. Set the dates and filters above the table.

Totals cover every matching row, not only the page you're looking at. Select a row to open the patient, invoice or referrer it's about.

## The reports

| Report | What it lists |
| - | - |
| Appointments | Every appointment, with patient, practitioner, type, status and fee. |
| Invoices | Invoices with what's been received and what's still owing. |
| Payments received | Each payment, with method and amount. |
| Patients | Patients with contact details, when they were last seen and next booked. |
| Outstanding Medicare | Rebates and bulk bills that Medicare hasn't accepted yet. See [Medicare and DVA](https://docs.bilby.health/medicare/overview). |
| Outstanding notes | Completed appointments without a published clinical note. |
| Top referring practices | Referring practices ranked by how many patients they've referred. |
| Top referrers | Referring doctors ranked by how many patients they've referred. |

## Choose columns and sort

Select **Columns** to add or remove columns. Select a column heading to sort by it.

## Export a report

Select **Export CSV**. The file has the columns you chose and every matching row.

> [!WARNING]
>
> An export puts patient information on your computer. Bilby records every export in the activity log. Store and delete the file as you would any patient record.

If a report is too big, Bilby tells you. Narrow the dates or add a filter.

## Save a report for later

Set up the report, then open the **Saved** menu and select **Save report**. Saved reports belong to the practice, so every admin sees them. A date range like this week always shows the current week.

## Reports for practitioners

A practitioner sees only the outstanding notes report, for their own appointments.


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