Pivot Table Definition - Projected Income Summary by Month

Designed to help you with long-term cash flow, this report is a useful look at expected income. You must be using at least one of the two options for tracking Projected Income for this report to work. For additional information, check out Tracking Projected Income.

For additional information, check out Pivot Tables - Defining the Elements.

Note: Facility, Provider and Seller are based on information at the invoice level.

Initial Data Set

Any invoice with a Projected Income Date in the date range

• the patient is not deleted AND
• the invoice is not deleted

Filter Selection Before Generate

• Projected Payment Date Range

Default Filters

• Facility
• Invoice Type

Optional Filters

• Provider
• Seller

Report Results

Grouped by Month

• Sum of Projected Income Amounts

Pivot Detail Fields

Patients | Registration / Billing, Patient Information Tab

• Patient Last Name
• Patient First Name
• Patient Middle Name
• Patient Date of Birth

Patients | Registration / Billing, Invoices Tab - Invoice Information sub tab

• Invoice Type

Patients | Registration / Billing, Invoices Tab - Payments sub tab

• Projected Income Date
• Projected Income Amount