Adjustment Summary Report

The Adjustment Summary Report displays information regarding adjustments that have been made in your practice during the last three months. Next to each dollar amount on the report, either an upward-pointing, diagonal, green arrow (indicating a positive number) or a downward-pointing, diagonal, red arrow (indicating a negative number) displays for easier identification. The report groups adjustments by the production type (collection or production) and then by category (charge or credit).

To generate the report

1. On the Power Reporting page, clicktap the Adjustment Summary icon.

   The report displays.

   

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 correct 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.