End of Day Report
End of Day Report
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?
James Zemencik, DMD
http://www.bridgeville-dentist.com/
http://www.bridgeville-dentist.com/
Re: End of Day Report
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
Re: End of Day Report
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.
James Zemencik, DMD
http://www.bridgeville-dentist.com/
http://www.bridgeville-dentist.com/
Re: End of Day Report
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.