> ## Documentation Index
> Fetch the complete documentation index at: https://trainings.air.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Collections Report

<img src="https://mintcdn.com/training_air/GpaZTX1NVvtJxNq0/images/insights_biller/reports/custom_collections_report/custom_collections_report_1.png?fit=max&auto=format&n=GpaZTX1NVvtJxNq0&q=85&s=43261ce485a610bbf4efd1a2fee0ccec" alt="" width="764" height="1498" data-path="images/insights_biller/reports/custom_collections_report/custom_collections_report_1.png" />

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#### Summary

This is the catch-all category for creating collections reports with modifications specific to your practice. Set the filters on these reports to fit your organization’s needs.

For a standard collections report, see this [guide](/insights_biller/reports/collections_report).

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#### Main Feature

Use the ‘Group By’ menu to see the report grouped to your specifications.

<img src="https://mintcdn.com/training_air/GpaZTX1NVvtJxNq0/images/insights_biller/reports/custom_collections_report/custom_collections_report_2.png?fit=max&auto=format&n=GpaZTX1NVvtJxNq0&q=85&s=a29a70d033582b9c4f90a023e9c9155e" alt="" width="916" height="1444" data-path="images/insights_biller/reports/custom_collections_report/custom_collections_report_2.png" />

If no group selection is made, the report defaults to Provider, Facility, CPT Code, and Date Posted by Month.

❗ Charges will always be tied to Date of Service.

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#### Filters Supported

* Date Charge Type (Specifically the Insurance Charge)
* Provider Source (options are rendering provider, resource provider, appointment provider)
* Check Date
* Date of Service
* Date Posted
* Patients
* Providers
* Payers
* Facilities
* CPT Codes
* Place of Service Codes
