Billing Reports and Revenue Visibility¶
Billing reports give you a clear view of your practice's financial health — from monthly recurring revenue to outstanding balances and payment trends.
Understanding your revenue is critical for running a sustainable DPC practice. DPC Pro provides billing reports that show monthly recurring revenue (MRR), collected payments, failed charges, outstanding balances, and revenue by plan type. These reports update in real time as payments are processed.
This page covers the available billing reports, how to filter and export data, and how to use the financial dashboard for day-to-day revenue monitoring. Reports are accessible to users with the manager role.
Whether you are preparing for tax season, evaluating plan pricing, or tracking growth month over month, billing reports give you the numbers you need without exporting to a spreadsheet.
Revenue Dashboard¶
Payment History Report¶
Outstanding Balances¶
Revenue by Plan Type¶
Exporting Billing Data¶
Related Pages¶
- Create and Manage Membership Plans
- Individual Memberships
- Family Memberships and Dependents
- Employer Group Plans
- Add-On Charges
- Payment Processing and Receipts
- Handle Failed Payments
- Cancellations and Membership Changes
Need Help?¶
If you run into issues with billing reports, reach out to the DPC Pro support team at support@dpcpro.com or visit the troubleshooting guide.