Who this is for: All Barti users who track charges and revenue by staff member or service type.
Before you start, you'll need:
A Barti account with permission to view reports
Staff members assigned to invoice line items (required for accurate per-staff totals)
Steps
In the left navigation, click Reports, then Billing.
Click the Gross Production tab.
Filter by Staff Member, Location, and/or Date Range to scope the report.
Review the results, which are broken down by Revenue Type: Exams and Materials.
To download the data, click Export.
If a staff member is missing from the report or their totals look off
In the left navigation, click Billing, then Invoices.
Open the relevant invoice.
Edit the line item and assign the correct staff member.
Return to the Gross Production report and re-run it.
What you'll see when it works
The report displays charges grouped by staff member and Revenue Type (Exams / Materials), with columns for Subtotal, Discounts, Taxes, Total, Adjustments, Patient Responsibility, Insurance Responsibility, and Balance.
This report tracks charges billed — not payments received. Totals reflect what was charged on each line item, recorded on the charge created date.
Coming soon: The export is getting four payment columns: Patient Paid, Patient Refunds, Insurance Paid, and Total Paid (Patient Paid minus Patient Refunds plus Insurance Paid). They appear in the export file only, not on screen.
How this report pulls its data
Filters on the charge's created date — not the invoice date or payment date.
VOID invoices are excluded.
Amounts exclude taxes. The net shown is Subtotal − Adjustments − Discounts, calculated separately for the Exams and Materials totals.
Charges with no staff assigned roll up under Unassigned.
A charge that isn't tied to a service price or an inventory product shows as $0 in both totals.
Troubleshooting
Why does the Gross Production total differ from my Charge Detail report for the same date range?
Two differences account for this. First, they filter on different date fields: Gross Production uses the charge created date; Charge Detail uses the invoice date. Second, Gross Production shows net amounts (after adjustments and discounts); Charge Detail shows a full breakdown — Subtotal, Discounts, Taxes, Adjustments, and Balance side by side — rather than one net total. See What does each Barti report measure? for a full comparison.
Why does the Gross Production total differ from Net Revenue?
Gross Production tracks charges billed; Net Revenue tracks payments received. A charge created in one period may not be paid until a later period — especially with insurance. This lag is expected.
Can I break down payments — not charges — by exam vs. materials?
Not directly. The payment reports (Payment Method / Day Sheet and Payments by Staff) track cash collected but don't include a Revenue Type column. Gross Production is the most reliable source for an exam vs. materials breakdown.
Why can't I choose which columns show on this report?
Gross Production is a chart rather than a table, so it has no columns to manage. Column selection is available on Barti's table-based reports.