The Applied Collection Report displays payments based on the dates that they are applied to procedures. You can customize the default report as needed.
To generate the report
How to get there
From the Home menu, under Reports, clicktap Power Reporting.
The Power Reporting page opens.
On the Power Reporting page, clicktap the Applied Collection icon.
The report appears.
The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button. Data entered in Dentrix Ascend after the time shown will not be available on the report until the next sync. To view the time when the next sync is expected to occur, clicktap the Data as of button.
Using the analysis report builder tools, add data fields to the layout, and set up filters as needed.
To save the report as a template for later use, clicktap Save. In the Save Report dialog box that appears, type a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organization report (available to all users), and then clicktap OK.
ClickTap an Export option from the More actions and options button menu to export the report as a .pdf, .xslx, or .csv file.