Unearned Allocation Report
In Unearned Income Reports, click Unearned Allocation.
This report shows all families where one or more patients have a prepayment paysplit attached to them with subsequent completed procedures that have a remaining patient portion due.
- To determine user access to these reports, see Report Setup: Security Permissions. The Unearned Income reports use the Complex Report System.
- This report is only available for MySQL 5.6 and MariaDB users. If using MySQL 5.5, and you would like to run this report, please contact Open Dental Support to upgrade.
Show provider column: Determines if Provider Column shows on report.
- Checked: Show the provider column on the report. If a provider is not allocated to a prepayment, the column is blank.
- Unchecked: Hide the column of providers allocated to each prepayment.
Exclude families with a net $0.00 unearned income balance: Determines if families where the net unearned income balance is $0.00 are included in the report.
- Checked: Remove families with no current unearned income from the report.
- Unchecked: Do not exclude families with a net $0.00 unearned income balance.
Patients on this report may need to have their Unearned / Prepayments allocated to the listed procedures.
Unearned Types: Select the unearned types to include. Check All to include all unearned types. Unearned types can be set up in Definitions: PaySplit Unearned Types.
Providers: Filter report by patients' primary providers. Check All to include all providers.
Clinics: Filter report by patients' assigned clinic. Check All (Includes hidden) to select all clinics, including those that are hidden, and include patients not assigned to a clinic.
Click OK to generate the report.
