End of Day Report

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JimZ
Posts: 113
Joined: Thu Nov 01, 2007 9:16 pm
Location: Pittsburgh, PA
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End of Day Report

Post by JimZ » Thu Jan 07, 2021 4:44 pm

We had a patient pay with 2 credit cards today and the "Today" report we run at the end of the day only shows 1 transaction for this patient even though his account module clearly shows both entries. We are on 20.4.35 but I think this has always behaved this way. My question is why isn't Open Dental able to separate these individual transactions in this report?

joes
Posts: 239
Joined: Tue Aug 13, 2019 12:41 pm

Re: End of Day Report

Post by joes » Fri Jan 08, 2021 3:33 pm

The Daily Production and Income report does sum each payment type for a patient into a single row. If you just need a report that shows each individual payment, you could have a look at the Daily Payments Report. If that isn't what you're looking for we may have a query on our query examples page, https://opendentalsoft.com:1943/ODQuery ... yList.aspx, that is similar to the daily P&I report, but with each payment shown individually. If you would like assistance finding a query on the examples page please contact support, https://www.opendental.com/contact.html. If none of the queries on that page suit your needs, you could also submit a Custom Query Request here: https://opendentalsoft.com:1943/ODQuery ... tForm.aspx
Joe Sullivan
Open Dental Software
http://www.opendental.com

JimZ
Posts: 113
Joined: Thu Nov 01, 2007 9:16 pm
Location: Pittsburgh, PA
Contact:

Re: End of Day Report

Post by JimZ » Fri Jan 08, 2021 6:05 pm

Thank you and I will check the queries, but would it be difficult to redo the Daily Production & Income Report to accurately show these? We use this report as an "Audit Log" of the daily activity but it's not accurately reflecting the activity just the totals. If the report itemizes the charges (Exam, prophy, x-rays each go on a separate line), then why can't each payment also be shown on a separate line?As a dentist with little computer coding skills, I'm guessing this is not as easy as it seems. The report as is, seems incomplete.

joes
Posts: 239
Joined: Tue Aug 13, 2019 12:41 pm

Re: End of Day Report

Post by joes » Mon Jan 11, 2021 9:16 am

Some may prefer the report to sum payments as it currently does, so I don't think that we would make that change to the base report, but you could submit a feature request for there to be an option to show all payments on individual lines. See our manual for more details about feature requests: https://www.opendental.com/manual/featurerequests.html.
Joe Sullivan
Open Dental Software
http://www.opendental.com

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