Code behind the saved reports

[Tom Zaccaria]

Can someone point me to the code behind the saved reports if possible?
I would like to modify the the Daily Payments report to group the insurance checks by carrier and also subtotal by carrier.

Thanks,
drtmz

[jsalmon]

OpenDental > Forms Reports > FormRpPaySheet.cs > butOK_Click.
Make sure you check the query examples page. Someone may have already asked for that and will save you time.
http://opendentalsoft.com:1942/ODQueryL ... yList.aspx

[Tom Zaccaria]

Did find this in the examples:

/*5*/ SELECT patient.ChartNumber,
CONCAT(patient.LName,', ',patient.FName,' ',patient.MiddleI) AS Name,
claimpayment.CheckDate,
carrier.CarrierName,claimpayment.CheckNum,
claimproc.ClaimNum,SUM(claimproc.InsPayAmt) as $Amt
FROM claimpayment,claimproc,insplan,patient,carrier
WHERE claimproc.ClaimPaymentNum = claimpayment.ClaimPaymentNum
AND claimproc.PlanNum = insplan.PlanNum
AND claimproc.PatNum = patient.PatNum
AND carrier.CarrierNum = insplan.CarrierNum
AND (claimproc.Status = '1' OR claimproc.Status = '4')
AND claimpayment.CheckDate = curdate()
GROUP BY claimproc.ClaimNum

Modified it to be the current date.
Now just need to subtotal by CarrierName.
I think it has something to do with the sum() function.
Anyone have any ideas?
drtmz

[jsalmon]

By the looks of it, it's already summing the insurance payments for you. You should group by carrier.CarrierName instead of claimproc.ClaimNum.

[Tom Zaccaria]

Yes I can do that but I wanted the subtotal of each carrier in the list
eg.

Patient 1...UCCI........100.00
Patient 2...UCCI........200.00
.........................300.00
Patient 3...MetLife....100.00
Patient 4...MetLife....200.00
Patient 5...MetLife....400.00
.........................700.00
Final total of all
insurance checks....1000.00

drtmz

[jsalmon]

Without the subtotals you would group by patient and then by carrier. The subtotals are more complicated and would be a query request unless someone on here does it for you.