The Collection Success Report displays the successfulness of collections as a percentage (the collections divided by the production) over the past 12 months across multiple locations. For each location that you have permission to view, the report displays the production, collections, and success percentage by month and totals. To make it easier for you to see the relative success from month to month, the percentages are shaded: greener is better; redder is worse. You can customize the default report as needed.
Note: The report does not include prepayments and unallocated amounts as part of collections.
To generate the report
On the Home menu, under Reports, click (or tap) Power Reporting.
The Power Reporting page opens.
Click (or tap) the Collection Success 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, click (or tap) 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, click (or tap) Save. In the Save Report dialog box that appears, enter 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 click (or tap) OK.
From the More actions and options button menu, click (or tap) an Export option to export the report as a .pdf, .xslx, or .csv file.
Please sign in to leave a comment.