Generate a report based on ADA codes in the Ledger

Overview

How to generate a report from the Ledger page using an ADA code.

Detailed Instructions

• You will need to go to the Ledger page and right-click on the ADA code you are searching for and then:
• Select View Cases for Specified Values, and a new window will open
• The following pop-up window will display

• On that window, select under Report Type Report List
• On Search Value field, select: the description of the code you are looking for
• Enter the Period or Date range
• If you want the report show codes posted on completed cases, make sure the Completed Cases box is checked. If you want the report to show open and closed cases, uncheck the Completed Cases box
• Then click on Add to Filter button
• Next, click on Display button
• The report will be generated
• Right-click, then select Print to print the report

Article ID: 298
Created: January 16, 2015
Last Updated: February 25, 2026
Author: TDO KB [web_admin@tdo4endo.com]

Online URL: https://kb.tdo4endo.com/article.php?id=298