Who this is for: All Barti users who monitor payment activity by staff member.
Before you start, you'll need:
A Barti account with permission to view reports
Steps
In the left navigation, click Reports, then Billing.
Click the Payments by Staff tab.
Use the filters at the top to narrow results by Staff Member, Location, and Date Range.
Adjust the number of rows displayed per page at the bottom of the report if you need to view more entries at once.
Click a staff row to expand its detail panel, then click an invoice within it to open it.
To export and analyze the data further, click Download CSV.
What you'll see when it works
The report displays payments received, broken down by staff member. All amounts reflect cash collected — not charges billed.
The report filters by the timestamp when a payment is allocated to a specific charge line (not the payment date itself), which means totals may differ slightly from the Payment Method / Day Sheet report for the same period.
This report does not include a Revenue Type column (Exams / Materials). If you need to identify exam vs. materials payments within this report, you'll need to interpret the billing descriptions or procedure codes: V-codes (e.g., V2781) indicate materials; CPT codes (e.g., 92004) indicate exams.
How this report pulls its data
Only payments applied to a specific charge line count — unapplied payments are excluded.
Charges with no staff assigned are left out of the staff-member rows but are still included in the report total, so staff rows can sum to less than the total shown.
VOID invoices are excluded.
Troubleshooting
Why does the Payments by Staff total differ from the Payment Method / Day Sheet report for the same date range?
Both reports measure payments, but use different timestamps. Payment Method / Day Sheet uses the payment date; Payments by Staff uses the timestamp when a payment is allocated to a specific charge line. Small differences between these two totals are expected.
A staff member isn't showing up in the report. What should I check?
Confirm that the staff member is active in Barti and that payments have been allocated to their charge lines within the selected date range. If the staff member was recently added, check that their profile is correctly configured.
Can I see a breakdown of exam vs. materials payments for each staff member?
Not directly from this report. Gross Production provides an exam vs. materials breakdown by Revenue Type, but it tracks charges — not payments. See What does each Barti report measure? for guidance on which report to use for each question.