Deposit Report

The Deposit Report displays cash, check, and credit card payments from patients and electronic funds transfers (EFTs) and check payments from insurance carriers. By default, the report includes payments that were received today from only the current location. Unlike the deposit slip, you can filter the Deposit Report to include payments from multiple locations. The report also displays a total for each type of payment and a grand total of all payments.

To generate the report

1. On the Home menu, under Reports, click (or tap) Power Reporting.

   The Power Reporting page opens.

2. Click (or tap) the Deposit Report icon.

   

   The report appears.

   

3. 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.

   

4. Using the analysis report builder tools, set up filters as needed.

5. 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.

   

   

6. 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.