What Report to Use for Receivables by Date? Mary Jane October 05, 2019 04:11 Updated Go to Reports, under the Accounting section select the Receivables Listing and create it in Excel. You can modify the columns and rows based on the date range you want to calculate the total, to date, receivables for. Related articles Part 4 : Patient Portal Cont. | Clinic Website Integration Comments 0 comments Please sign in to leave a comment.