Payment Tags Report

The Payment Tags Report displays statistics regarding tags that are attached to posted payments. By default, the report provides data from the previous month, but you can change the filters as needed. The report data is broken down as follows:

  • By category, such as guarantor payments and insurance payments.

  • By subcategory, such as cash and credit card.

  • By primary tag. For a payment with restricted tagging, this is the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, this is the first tag that is attached to that payment.

For each primary tag, the total number of payments with that tag and the total amount collected from payments with that tag appear.

Tip: You can also add a column for secondary tags. For a payment with restricted tagging, this contains a comma-delimited list of all the optional tags that are attached to that payment. For a payment with unrestricted tagging, secondary tags are not applicable.

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 Payment Tags 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, 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.