Run a Ledger report to generate a list of detailed transactions posted to patient's financial contract.
Home ribbon bar > 
Reporting > Forms > Ledger > Run. (You can also search for the form you want to work with.)
Click Reporting from the Reporting section of the Home ribbon bar.
Expand the Forms reports section (if needed), and select the Ledger report. Click Run.
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.
(When you initiate this form from the Patient ribbon bar, the first time you will set your Quick Report settings. From then on, the form is loaded with those settings automatically.)
Contract - Search for the patient financial contract to print the form for, if needed, or select a contract for the currently active patient. Only the transactions associated with the selected billing party and treatment phase will be included on the form. If you select a subgroup, as described below, this field is ignored.
Transaction filter - Select to include only a certain transaction type, such as receipts, or all transactions. The heading changes to indicate the type of transactions you are viewing.
Use patient office address - Enable this option to use the address of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed. If the Show Office Header option is available for this form, and is disabled, this option is ignored.
Show future transactions - You may enable / disable this option, choosing whether to include contract charges that have not yet fallen due. (If you select a date range that does not include future dates, this option is ignored.)
Combine all patient contracts - Enable this option to include all transactions from all accounts for this phase. Disable this option to include only the transactions for the selected account. The heading indicates whether the transactions are from combined contracts, or a single contract.
Show transaction notes - Enable this option to include transaction notes on the form.
Transaction order - Choose to sort the transactions in descending (newest transaction first) or ascending (oldest transaction first) order.
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.
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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