Line Item Unearned Income Report

This Unearned Income Report shows details for unearned income activity in a date range.

In the Unearned Income Reports, click the Line Item Unearned Income tab.

Positive Unearned / Prepayment amounts on this report indicate either a collected unearned income (e.g., prepayment) or a patient payment transferred to unearned income, within the selected date range. Negative amounts indicate unearned has been allocated to a charge, has been refunded, or transferred to another source.

Note: To determine user access to these reports, see Report Setup: Security Permissions.


Set the report filters before running the report.

Calendars: In the left calendar select the start date. In the right calendar select the end date. The date range defaults to last calendar month.

Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or check All (includes hidden) to include all clinics, including those marked hidden.

Show provider column: Check to include the provider abbreviation of a the Provider assigned to unearned income.

Report Preview

Click OK to generate the report. Below is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.