lmw32
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Posts: 1
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Post by lmw32 on May 15, 2019 14:33:03 GMT -6
We are wanting to use the existing sales report and add a column to include insurance write offs, similar to the way sales discounts are shown in a separate column. Is there a way to do this?
Alternately, is there a way to run a report of insurance write-offs for a specified time period that can be sorted by insurance carrier?
Thanks in advance for any help you can provide.
Lisa
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Post by friscoeyeassociates on May 16, 2019 17:00:50 GMT -6
Yes! You can run a "Multi-Day" Report which upon completion will have a category towards the bottom labled "Insurance - Write off". If you click on the blue number associated with that row on the right if will pull up a list of individual write offs. From here you can select to sort by insurance company. The easiest way to total would be to export to excel and sum the totals column for each provider. As a side note, exporting these lists to excel to custom sort and do arithmetic is one of the most powerful ways to get useful data from Crystal reporting in many scenarios, not just this one
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