Processed Transactions

Run the Processed Transactions report to obtain the details of each electronic and credit card transaction run through the selected payment processor for any range of dates or Transaction reports. The report includes the responsible party and patient identifiers, receipt description, date, and amount, and the Transaction number on which the receipt appears, as well as the payment processor details.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Financial > Processed Transactions > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   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. You can alternately select from a variety of "smart date" values (i.e. last month, month-to-date) instead of entering specific dates.

   Include Unfinalized Transactions - Enable this option to include both finalized and unfinalized transactions on the report. Or, disable the option to exclude unfinalized transactions.

   Payment Accounts - Choose one or more payment processing accounts to include on the report, or enable the All Accounts option to include the transactions processed from all payment accounts.

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.

3. Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

4. 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 continue with the printing options.

5. Manage Options and Output - With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.

More Information

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, that information appears just under the report title so you know which criteria was used to generate the results.

Use Arrows to Re-Sort Report While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

Open the Patient Folder / Responsible Party Record While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.