How to use Solv Pay reporting

Last updated: October 14, 2026

Use Solv Pay reports to review bills, reconcile collected payments, and track refunds. Reports are available in the provider app and can be exported as CSV.

Open Solv Pay reports

  1. Sign in to the provider app.

  2. Open Payments → Export Data.

  3. Choose the report you need and select the date range you want to review.

Choose the right report

  • Bills Issued — Shows invoices created in the selected date range. Use it to review bills and follow up on outstanding balances. Bill details include the invoice amount, remaining balance, status, visit information, reminder status, and EMR reference IDs.

  • Payment reconciliation — Shows successful charges in the selected date range. Use it to reconcile collections. Payment details include charge amount, payment method, fee and refund information, and payment source.

  • Refunds and Disputes — Shows refunds in the selected date range. Use it to review returned amounts. The report also identifies the staff email associated with each refund.

  • Payments day sheet - Simple list of all payments on a given day for EOD reconciliation

  • Cards on file - Summary of cards on file for a given location

Use date ranges when reviewing results

Each report is based on a different event date: when an invoice was created, when a charge was collected, or when a refund was issued. Those events may fall in different date ranges, so Bills Issued and Payments Collected totals may not match for the same period. Use the report that matches the question you’re trying to answer.

Export a report

Use the report’s CSV export option to download results for your billing or reconciliation workflow. Review the selected date range before exporting so the file covers the period you need.

If you can’t see Reports

Ask your clinic administrator to check your access to Solv Pay reporting. If the section is still unavailable, contact Solv Support for help.

Need broader reporting?

Additional, more detailed reporting may be available in Looker. Contact your Solv representative to confirm which reports and access options are available for your organization.