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

# Site Transaction Report Summary

<Note>
  This is the **payment-method summary** variant of the transaction report (cash, check, card, and insurance virtual cards). For the full column reference, see the [Site Transaction Report](/insights_biller/reports/site_transaction_report); to generate a report, see [Generate a Transaction Report](/insights_biller/reports/generate_a_transaction_report).
</Note>

<img src="https://mintcdn.com/air_athelas/5HnqmXt7VPzm8HC1/images/insights_biller/reports/site_transaction_report_summary/site_transaction_report_summary_1.png?fit=max&auto=format&n=5HnqmXt7VPzm8HC1&q=85&s=bf9ea695520e2ee35d4dc0c9330e3b32" alt="Site Transaction Report Summary" width="892" height="1207" data-path="images/insights_biller/reports/site_transaction_report_summary/site_transaction_report_summary_1.png" />

#### Summary

This report provides a breakdown of all cash, check, and card transactions (processed through your Athelas card reader as well as any external card reader your practice may use). It also includes any insurance virtual cards processed through Insights.

Please note this report may take a minute to download.

It will look something like this:

<img src="https://mintcdn.com/air_athelas/5HnqmXt7VPzm8HC1/images/insights_biller/reports/site_transaction_report_summary/site_transaction_report_summary_2.png?fit=max&auto=format&n=5HnqmXt7VPzm8HC1&q=85&s=eab70d2c493dabc0c7f35c55f22213d4" alt="" width="2166" height="442" data-path="images/insights_biller/reports/site_transaction_report_summary/site_transaction_report_summary_2.png" />

#### Notes

* If any transactions appear in the "Unknown Payment Method" section, please contact Athelas staff immediately to classify them.
* The insurance virtual card report only supports certain filters. If an unsupported filter is applied, virtual card transactions will not be displayed.

#### Filters Supported

* Patients
* Facilities
* Providers
* Date Range: Date Posted
* Insurance Company IDs

#### Insurance Virtual Card Filters

* Insurance
* Date range: Date posted
  Currently, if any other filter is used, virtual card transactions will not appear.