How do I run the 'Takings' report?
The 'Takings' report shows a complete list of payments added to the system between the date range selected, which can be used as a means of cashing up if suitable for your practice.
To run the 'Takings' report:
Go to 'Reports' in the left hand toolbar and select 'Takings' from the Financial reports menu.
Set up the filters on the left-hand side as needed:
For multi-sites, set the location or select 'All'.
Adjust the timeframe using the 'From' and 'Until' filters.
Choose to view allocated/unallocated/all payments. If you select 'All', you can identify allocated payments via the green tick or orange question mark.
Select a payment method if needed.
Use the two toggles along the top to adjust what you'd like to include in the report.
'Transaction Detail' - Shows the breakdown of individual transactions.
'Payment Method' - Shows payments broken down by payment method, so you can easily identify which methods are most often used, and how much should have been collected by each method. It also shows a total in the bottom right corner.
Download a copy of the report with your filters applied using the 'Export' button in the top right, and use the 'Print' button to print.
You can open any patient by clicking their blue name to view accounts and balances.
We don't recommend using the 'Takings' report to view how much a particular practitioner has earned - for this, use the 'Monthly Accounts' report.
📝 Please note: Users on certain versions of Dentally will also see 'Practitioner' and 'Payment Plan/Fee Schedule' filters and columns, depending on their region. If the 'Practitioner' filter/column is visible, it shows the practitioner who was assigned to the payment when it was first processed (not necessarily the practitioner to whom payment should be allocated).