Run the Deposits by Date report to obtain the deposit totals as calculated on your Transaction Reports. The report includes a breakdown of each type of receipt posted. When generated for a range of dates (such as the first and last days of a month), the report includes one line for each transaction report generated within that time.
Home ribbon bar > Reporting > Financial > Deposits by Date > Run. (You can also search for the report you want to work with.)
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
First & Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included.
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
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