# Reports in Tasy: question, period, filter and counting rule

> How to pull reliable reports from Tasy: define the question, period, population and counting rule, check with a sample and export without exposing patient data.

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Updated: 2026-09-18

Almost every argument about numbers in a hospital meeting starts with two **reports in Tasy** that say different things about the same thing. Almost always both are right: what changes is the period, the filter or the counting rule. A reliable report does not depend on a better tool; it depends on the person asking and the person building it answering the same five questions before running it.

## The five questions

- **What is the business question?** "How many patients did we admit in October?" is different from "how many admissions did we have in October?".
- **What period, by which date?** Admission date, discharge date, account reference date, batch date, payment date.
- **What population?** Facility, encounter type, payer, unit, specialty. What is left out?
- **How to count?** Encounters or patients; accounts or items; gross or net of denials.
- **Which status filters?** Cancelled, provisional, reversed, removed items: in or out?

Writing the answers on the report itself (header or footer) settles half the arguments.

## Encounters or patients

One patient can have several encounters in a month: a visit, a test, an ED trip and an admission. "Patients seen" counts distinct people; "encounters" counts episodes. Both are useful and answer different questions. The mistake is calling one by the other's name.

## The date rule

| | Question | Right date

| The month's production | Encounter date or account reference

| Billing submitted in the month | Batch date

| Stays ended in the month | Discharge date

| Collected in the month | Receivable settlement date

| Patients admitted on a day | Bed stays on that day, or the census snapshot

Change the date and the number changes. An "October billing" report by batch date can be quite different from the same report by account reference, especially in months with late closing.

## Check with a sample

Before publishing a new report:

- pick five to ten records and check each one on screen in Tasy;
- check a known total (a closed month's billing, one day's census);
- compare with the report the department already uses and explain any difference.

The full monthly reconciliation routine between Tasy and the BI is in [how to reconcile Tasy figures with the BI](https://clichealth.com.br/en/blog/reconcile-tasy-with-the-bi).

## Export without exposing

A report exported to a spreadsheet is the most common way patient data leaves the system. Export only the columns the analysis uses; prefer the encounter number to the name; store it in a folder with controlled access; delete it when done. See pseudonymizing Tasy data.

## When a report becomes a dashboard

A report the board asks for every month, assembled by hand in a spreadsheet, is a dashboard candidate. The gain is not just saved hours: the dashboard fixes the rule (question, date, filters) and everyone sees the same number. The comparison is in [spreadsheet or BI in the hospital](https://clichealth.com.br/en/blog/spreadsheets-or-bi-in-hospitals). To know where each number comes from in the database, see the Tasy tables behind a hospital BI.

## A report request template

| | Field | Example

| Question | How many medical admissions under payers did we have per month?

| Period | January to October 2026, by admission date

| Population | Main facility; inpatient; payers (excluding self-pay)

| Counting | Distinct inpatient encounters

| Filters | No cancelled encounters

| Breakdown | Month and specialty

| Who uses it | Medical director, monthly meeting

With the request in this format, the builder does not have to guess, and the reader knows exactly what they are seeing.

## Who writes this

Domínio has worked for more than 20 years with hospitals that run Tasy and has spent many meetings explaining why two reports did not match. To standardize your hospital's reports, talk to us on [WhatsApp](https://wa.me/5548999288811) or at [comercial@dominiocontabil.com.br](mailto:comercial@dominiocontabil.com.br).

## Related questions

Why does the same report give different numbers on different days?Because Tasy reflects later corrections (recalculated accounts, cancelled encounters, corrected transfers). A closed-month report should carry the date it was run.

Who should approve a new report?The department that owns the number (billing, controllership, nursing), after the sample check.

Should we create a report for every request?No. A small catalog of reports with written rules keeps each department from having its own version.

Can I share the report by e-mail?If it has no patient data, yes, with whoever needs it. With patient data, only through channels the hospital authorizes.

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