Scroll

Daily Reports Quick Start Guide

Overview
The Reports listed here break down MacPractice usage on a day by day basis.

Layout
Here is an overview of every Report available under Daily.

Daily A/R
This Report gives an overview of how the current day's transactions affect the total outstanding balances.

Daily Activity
This Report gives an overview of all ledger actions performed in the database for a given date.

Daily Summary
The Daily Summary Report summarizes daily charges and payments for a specific Posted or Procedure date.

Day View All
The Day View All Report lists all of a posted date or procedure date daily transactions and can be filtered to include statements and history.

Posted Date Day Sheet
This report will give information on charges, payments, taxes, adjustments, write-offs, refunds, deposits, unapplied amounts and finance charges for any given posted date.

Procedure Date Day Sheet
This report will give information on charges, payments, taxes, adjustments, write-offs, refunds, deposits, unapplied amounts and finance charges with a given procedure date.

Other Guides

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments