Business Matters

A Newsletter for DAISY Users

December 7, 2006

 

Train Remotely on DAISY Scheduler

Get trained on DAISY Scheduler from the comfort of your own desk! DAISY will offer web-based training Wednesday, December 13, from 12:00pm to 1:00pm. Call DAISY support to sign up.

 

Situation

I want to run a report showing total adjustments posted this year (2006). I want it to show individual totals for each adjustment type.

 

Solution

Run the Transaction Analysis report, filtered for the current year.

 

1.  Locate the Transaction Analysis report in the Report Gallery. A default copy of the report is located in the Yearly Closing folder.

2.  Right-click the report icon, choosing Properties.

3.  Click Reset.

4.  Filter the Posting Date tab for is in the period YearToDate.

5.  Click OK

6.  Double-click the report icon to generate the report on-screen. Print the report from the DAISY Report Viewer.

 

Additional Info

The Transaction Analysis also shows total payments, as well as individual totals for each payment type.

 

YOU ARE INVITED TO A DAISY USER MEETING

 

Get the most out of your DAISY system!  Uncover features you never knew existed, take the headache out of Month End Closing and learn how to protect your office against data loss.

 

Sign up for the meeting of your choice by emailing the names of attendees and date of the meeting to:

 

daisyinfo@daisydental.com

 

A confirmation notice will be faxed to you a week prior to the meeting.

 

Dates and Locations:

 

January 12th, Friday                Portland (full)

 

February 7th, Wednesday        Portland (full)

 

March 7th, Wednesday            Portland

 

Time:

 

9:00am to 1:00pm

 

Questions?  Call Oksana at 800-368-6401 ext 3458