# Insurance sales - Consolidated The **Insurance Sales – Consolidated** report provides a comprehensive summary of sales made to insured patients within a selected date range. This report is primarily used by finance teams and billing administrators to monitor VAT-compliant insurance transactions, verify claim submissions, and reconcile payments. This report helps track invoice-level billing against insurance providers, identifying amounts paid by patients and insurance companies, and the associated VAT distribution. It also supports compliance checks and audit trails through detailed claim and voucher records. *** ### Steps to Generate the **Insurance Sales - Consolidated** * Open the **Insurance Sales - Consolidated** report by navigating to **Home > Reports > Insurance Reports > Insurance Sales - Consolidated.** * Set the **From** and **To** date range. * Optionally, use the **Clinic, Price Group,** and **Insurance** filters to refine results. * Select the **Include Raw Data** checkbox to generate a detailed report. * Click **Search** to generate the report. *** ### Report Structure The report contains two sheets: **Insurance Sales-Consolidated** and **Raw Data.** * The **Insurance Sales-Consolidated** sheet provides a summary of billed transactions grouped by **Price Group** and **Insurance Provider**. It includes the key details such as **Price Group, Insurance, VATReg No, Voucher Date, Voucher #, Invoice Date, Invoice #, Claim Form #, Doctor Name, Patient PIN #, Patient Name, Network, Insurance Card #, Gross Amount, Discount, Net Amount, Patient Share, Patient Share VAT, Insurance Claim, and Insurance VAT.** At the bottom, the **Total** row summarizes values across the report duration. * The **Raw Data** sheet provides a line-item view of each transaction. Each row contains **S. No, Price Group, Insurance, VATReg No, Voucher Date, Voucher #, Invoice Date, Invoice #, Claim Form #, Doctor Name, Patient PIN #, Patient Name, Network, Gross Amount, Discount, Net Amount, Patient Share, Patient Share VAT, Insurance Claim,** and **Insurance VAT.** The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/reports/insurance-reports/insurance-sales-consolidated.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.