Report Jobs

Last updated: August 19, 2025

Report Jobs in Canvas provide valuable insights into a practice's financial and operational performance. These comprehensive reports assist healthcare organizations in monitoring key metrics, identifying trends, and improving workflows through data-driven decision making. Understanding how to generate, analyze, and interpret these reports is essential for effective practice management and revenue optimization.

User's Guide

Available Reports

Canvas offers nine core report types that cover different aspects of practice operations:

Financial Reports

  • Accounts Receivable: Daily summaries of open accounts receivable, charges, payments, and adjustments. This report provides critical financial insights including:

    • Current amounts owed to the practice

    • Outstanding balances organized by provider

    • Comparative financial standing across different time periods

    • Daily summaries of charges, payments, and adjustments

  • Patient Payments: Tracks patient payments including method, deposit date, and responsible staff member. Key insights from this report include:

    • Total patient collections over specified time periods

    • Staff performance analysis for payment collection activities

    • Distribution analysis of payment types (copay vs. balance payments)

    • Payment method tracking and trends

  • Reimbursements: Summarizes reimbursements by payer, billing code, and write-offs. This report helps practices:

    • Assess payer compliance with contracted rates

    • Measure collection effectiveness for specific billing codes

    • Evaluate fee schedule performance across different procedures

    • Identify reimbursement patterns and discrepancies

  • Cash Reconciliation: Tracks day-to-day deposits from insurance and patient payments. Essential for financial management, this report enables practices to:

    • Verify alignment between cash deposits and bank statements

    • Identify proportions of deposits from patients versus insurance

    • Evaluate individual provider contributions to payment collections

    • Track daily deposit patterns and trends

  • Adjustments: Details adjustments made to accounts and highlights deviations from rules. Important for financial oversight, this report reveals:

    • Volume and reasons for account adjustments

    • Adjustments that deviate from predefined rules

    • Common adjustment codes and emerging trends

    • Pattern analysis for improvement opportunities

Operational Reports

  • Appointments: Overview of scheduled, checked-in, no-show, and canceled appointments. This operational report provides insights into:

    • Appointment trends including no-shows and cancellations

    • Staff involvement in appointment booking and management processes

    • Same-day booking and cancellation patterns

    • Overall appointment volume and scheduling efficiency

  • Production: Tracks procedure charges, units, and RVUs (Relative Value Units). Critical for understanding practice productivity through:

    • Identification of high-performing CPT codes and procedure categories

    • Analysis of procedure demand for each provider

    • Monitoring of total RVUs generated by the practice

    • Tracking of units and charges across different services

  • Schedule Utilization: Summarizes appointment times, availability, and booking percentages. This report helps optimize scheduling by showing:

    • Provider calendar utilization rates and efficiency

    • Average appointment length by provider

    • Provider appointment volume within specified timeframes

    • Schedule optimization opportunities

  • Audit Report: High-level overview of user views and events within the Canvas platform. This report provides comprehensive oversight capabilities by tracking:

    • User views and events that occur within the Canvas platform

    • High-level overview of system activity and user interactions

    • Access patterns and usage analytics across the practice

    • Platform engagement metrics for compliance and operational review

Understanding Report Structure

Some reports will include a Data and Dashboard tab

Data Tab - Contains the raw data fields selected during generation, providing access to all underlying information for custom analysis.

Dashboard Tab - Includes a pivot table configured based on the Group By selection (only available when a Group By option was selected during generation).

Generating Reports

  1. Navigate to Reports: Report Jobs in the Canvas settings.

  2. Choose the desired report from the list on the left

  3. Specify the start and end dates for data capture

  4. Use the Group By dropdown to organize the report by relevant parameters such as:

    • Provider

    • CPT code

    • Payment method

    • Other applicable categories

  5. Click Generate to create the report

  6. Refresh the Report Modules page to view the latest report job

  7. Select Download to retrieve the completed report

  8. Upload the data into an Excel sheet.

    Google Sheets can also be used, but it may distort some of the data.

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Viewing Report Parameters

To review the criteria used for any generated report:

  1. Navigate to the Schedule View

  2. Access Settings via the triple-line menu

  3. Open Report Jobs under the Reports heading

  4. Locate the desired report and select its Report Job ID

  5. View the selected criteria under Report Parameters

This feature allows users to verify report settings and understand exactly what data was included in each generated report.

Configuration & Set Up

Permission Requirements

Access to Report Jobs requires specific permissions within Canvas. If users do not have access to Report Jobs, they should contact Canvas Support to update their user permissions.

Email Notifications

The system automatically sends email notifications for report status updates

  • Completion notifications include a direct download link when reports are ready

  • Failure notifications alert users if report generation encounters issues

FAQ & Troubleshooting

Q: What impact does the Group By option have on the report?

A: Selecting a Group By option preconfigures a pivot table in the report output file. Without selecting a Group By option, the spreadsheet will only contain raw data without any pre-organized summaries.

Q: How can users customize analysis if the report includes pivot tables?

A: All reports contain a raw data tab that can be used to create custom analyses beyond the pre-configured pivot tables. This allows for flexible data manipulation and specialized reporting needs.

Q: How will users know when a report is ready for download?

A: An email notification is sent when the report generation is complete. The email includes a direct link to download the report, eliminating the need to manually check the system.

Q: What happens if the report generation fails?

A: Users will receive an email notification if a report fails to generate. The notification will include information about the failure and next steps for resolution.

Q: Can reports be scheduled to run automatically?

A: No, reports will need to be manually executed

Q: How long are generated reports stored in the system?

A: Reports typically take 1-5 minutes to generate.

Related Resources

Keywords: Report Jobs, Billing Reports, Financial Summaries, Revenue Management, Data Analysis, Practice Analytics, Canvas Reporting, Healthcare Metrics

Categories: Practice Management, Billing, Operational Analytics, Financial Reporting