Line Item Unearned Income Report

The Line Item Unearned Income Report shows details for unearned payment splits 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: Only available when Clinics are enabled in Show Features. Select clinics to include in the report. 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. The following is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.