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Control Sheets & Daily Statistics
   
 

Have you noticed that your Control Sheets and your Daily Statistics totals don't always match?  This is because they are tracking different information.

The Control Sheets and Daily Statistics are a system of checks and balances.  Whereas these two reports are significantly different and serve different purposes, quite often they do balance to each other.  The primary differences between them are.

Control Sheets

  • Time driven: The user prints this report on demand, allowing you to control the opening and closing of the report.  The control sheet reflects all transactions posted from the time you printed and accepted until it is printed again

  • Transactions cannot be added to a control sheet once accepted.  Transactions are printed in the order posted and cannot be altered once accepted.

  • Printing:  Once accepted, a control sheet cannot be reprinted.  This protects data from being manipulated and creates a strict audit control of transactions posted into or deleted out of the database

"I love the versatility and flexibility in the reporting. Most spectacular is the compatibility to other dental programs that can integrate with Datacon. Datacon's support crew always finds a solution and the trainers always have a positive attitude," Ms. Jodi Kwan, Dr. Lakha and Baird - Palo Alto  

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  • Deleted transactions: are reflected at the time they are done and prints the initials of the user who performed the function and the original date of the transaction

Daily Statistics

  • Date driven: Reflects all transactions posted within a particular date.
  • Transactions can be added to Daily Statistics by using the particular posting date. (Transactions that are "back posted" are reflected on the currently open control sheet)
  • Printing:  Selecting the date, completed transactions and pressing the print key can always print "Daily Statistics".
  • Deleted transactions: are subtracted from the day's statistics and the totals are adjusted for the date the transaction was originally posted.

The Daily Statistics will match the Control Sheet only if you

  • Finish all your posting for the day before running the Control Sheet

  • Do not post any more transactions for that calendar day

  • Print and accept the deposit at the same time as the Control Sheet

  • Do not back post any transactions*.

Note: Quite often circumstances force you to post to a prior day.  We recommend that you post all transactions to the correct date.

 

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