Deposit Report

The Deposit Report is a power report displays cash, check, credit card payments from patients, electronic funds transfers (EFTs), and check payments from insurance carriers. By default, the report includes payments that were only received today at the current location.

Basically, it's a Deposit Slip Report that:

• Has more filter options based on your security rights, such as a filter to include payments from multiple locations. The report also displays a total for each type of payment and a grand total of all payments.

• Can't be filtered by cash box, as cash box filter doesn't exist in power reporting

To generate the report

1. On the Power Reporting page, clicktap the Deposit Report icon.

   The report displays.

   

   Tip: To add separate columns for each location, open the Available Fields tab and then move Transaction Location under Layout > Columns.

   

2. (Optional) Clicktap the Data as of button to view the time when the next sync is expected to occur.

   

   Note: Data from your database automatically syncs with the reporting system and displays the time of the last sync on the button. Data entered after the last sync will not be available on the report until the next sync.

   The Sync Info window displays.

   

3. Using the analysis report builder tools, add data fields to the layout and set the filters as necessary.

4. (Optional) Save the report as a template.

   1. ClickTap Save.

      

      The Save Report window displays.

      

   2. Select the following fields as necessary:

      • Report Name - Enter the name of the report.

      • Save To My Reports - Select the radio button to have the template only available to you.

      • Save To Organization Reports - Select the radio button to have the template available to all users.

   3. ClickTap OK.

5. (Optional) Export the report as a PDF, Excel, or CSV file.

   1. ClickTap the icon.

      

   2. Position the pointer overTap and hold Export and select the desired file format.

      

      A window with options to set the file's format displays.

   3. Set the file's format on the displayed window, such as the export options, page format, and page orientation.

   4. ClickTap Done to only apply the settings to the report or clicktap Export to apply the settings to the report and export it.