Multi-location Aged Receivables Report

The Multi-location Aged Receivables Report displays the aged receivables by location. By default, the report includes any account with a non-zero balance (a positive or negative dollar amount). For each account on the report, the following information appears: the primary guarantor's name, the aged balances (expressed as positive numbers in each applicable aging bracket), the unapplied credits (expressed as a negative number), and the total account balance (the difference between the sum of the aged amounts and the amount of the unapplied credits).

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 Provider Aging icon.

   

   The report appears.

   

   Note: Only the locations that you have access to appear on the report.

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, add data fields to the layout, and 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.