Transaction Report

Run the Transaction report to obtain an audit trail of new patient records and transactions posted to your system. When you run a Transaction report from the Reporting window, you may choose to generate a preliminary report or an old report. The preliminary report shows you the records and transactions that have been posted to your system but are not yet finalized: Old reports show you the records and transactions that were closed on a specific date or final Transaction report. (See "Finalize Transactions" for details about the process of finalizing transactions and generating a final Transaction report.)

1. Open the Report Home ribbon bar < Reporting section > Reporting > Financial > Transaction Report > Run. (You can also search for the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   Choose Reporting from the Reporting section of the Home ribbon bar.

   

   Expand the Financial report section, if needed, and choose Transaction Report. Click Run.

   

2. Report Settings 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.

   Report type - Choose Preliminary to generate a report of all transactions that are not yet finalized; select Old to generate a closed report.

   Report date - (Available only for generating an Old report: This field is ignored when you generate a Preliminary report.) If you select to generate an Old report, you can enter the date of the transaction report you want to generate. This feature is useful for locating a specific transaction that occurred in the past.

   Report number - (Available only for generating an Old report: This field is ignored when you generate a Preliminary report.) If you select to generate an Old report, you can choose the transaction report number to generate, instead of specifying a date.

   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.

   Show Practice Financial Summary - Enable this option to include an Account Balance Proof at the end of the report.

3. 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.

4. 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.

More Information

Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.

Expand / Collapse Details - Click an expand / collapse icon beside a report heading to view / hide patient details.

Report Sections This report includes multiple sections, each detailing specific events or transactions that were posted to your Edge system. All sections include the patient name, primary ID code, responsible party name, transaction date, description, and amount. Each section ends with a sum of all transactions in that section.

Account Balance Proof If you enabled the Show Practice Financial Summary option of the Transaction report, an Account Balance Proof will appear at the end of the report, detailing each section to calculate your new accounts receivables balance.

• Financial Reports
  • Accounts Receivable Aging Report
  • Auto Receipt Posting History
  • Auto Receipts Review Reports
  • Bulk Payments Report
  • Charge & Receipt Summary
  • Contract Totals Report
  • Credit Card Transactions Report
  • Daily Transaction Report Summary
  • Deposit Slip
  • Deposits by Date
  • Expiring Credit Cards Report
  • Late Fees Report
  • Open Ended Contracts
  • Pre-Paid Amounts Report
  • Projected Income Report
  • Proposed Contracts Report
  • Receipts by Date
  • Responsible Party Balance List
  • Transaction Report
  • Transaction Summary
  • Transactions by Type Report

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