Generating the Daily Transaction Sales Report

The Daily Transaction Sales Report lists the patient transactions for your office for a selected date. (The Date To field is not available because this report lists only one day of activity.) The transaction types include sales, payments, and returns.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Daily Transaction Sales.
  4. Enter the date to print, or select a date from the calendar.
  5. Select one or more Office(s) to include on the report.
  6. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.
Field Definition
Retail Price Item Retail x Quantity
Disc The discount applied to the item
Insur Allow The insurance allowance. Matches the Allowance on the Production Service Report by Provider, Office Flash Sales, Daily Flash Sales by Resource, and Cost of Sales Analysis Reports
Copay The copay charged to the patient
Cust Amt This amount is (Sales - 3rd Party) + Tax as shown on the Monthly Business Summary Report. Matches the Customer Amount (Cust Amt or Cust Resp) shown on the Front Office Patient AR Reconciliation Report, Daily Flash Sales by Resource Report, Office Flash Sales Report, and Production Service Report by Provider
Net Ins Recv Allowance - Contractual Expenses - Copay
Net Sale Net Insurance Receivables + Customer Amount - Tax
Tax Total tax calculated. Matches Tax column from Daily Flash Sales by Resource Report, Office Flash Sales Report, Monthly Business Summary Report, and Production Service Report by Provider
Payment Credit and cash patient payments made in Front Office. Matches the Office Total on the Daily Transaction Payment Report
Customer Credit Credit balances owed to customers. This amount matches the Amount on the Customer Credit Report and the Customer Credit total on the Daily Transaction Sales Report
Net AR Net receivable = Retail - Discount - Allowance + Tax + Copay) - (Payment - Customer Credit - Mail Check). Matches the Net AR for the day on the Monthly Business Summary Report