Introduction

Reports are a primary tool in managing an efficient and effective practice

To access Reports Select Administration > Reports:

What report would you like help with?

Activity Summary Report

Allocated Payments

Appointment Analysis

Appointment Summary

Appointment Workflow

Cashing Up

Chair Time Analysis

Clinical Audit

Clinical Effectiveness

Daily Activity

Deleted Transactions

Invoice Summary

Invoiced Treatment

Invoice and Receipt Summary

Invoiced Work by Owning Dentist

KPI Report

Lab Work Done

Lab  Work Due

List Outstanding Treatment

New Patients by Referral

Patient List

Payments Summary

Payor Fee Schedule

Payor Membership List

Receipt Analysis

Stock Sales

Top Debtor

Top Referral Sources by Receipts

Treatment Service Costs

Unseen Payor Membership

Work In Progress

X-Ray Audit

Associates Report

EasyPost Summary

GST Summary

User Activity Audit

Contact Preferences Audit

Using the Favourites Tab

How to Filter Reports

Click in the Filter by Group field at the bottom of the screen, and choose a group from the menu:

See also: Reports List.

To add Reports to the Favourites tab

1. Click to select the Report in the List.

2. Click the Favourites button at bottom right and then complete the windows prompts that appear.

3. Click the Favourites tab to open the Favourites, and then check that your report has been added

Run statement runs and Batch Invoices:

Additionally, Statements and Batch Invoices are printed directly from the Administration menu, and additional reports are available on the ‘Administration’ menu under ‘List Items’.

Printing Reports

Reports may have options specific to the data being selected and printed, but generally the print dialog windows have the following common features. Note that some of these options may not be available unless you have appropriate user security.

Number of copies	If you require more than one copy of the report, either enter the number in the box, or click in the box and use the button to change the number.
Printer	If you require a printer (such as a colour printer) other than the one defaulted, click in the box and use the or button to select one.
Print	Once you have configured the report details, click this button to print it to the default (or currently selected) printer.
Preview	Click this button to view the report before/instead of printing it. The preview option is useful to view the results of report settings before printing out your final copy.
Export	Click this button to export the report details to an external file. This will then be available for use by another application, such as a spreadsheet program (Excel, or similar), or a word processor.
Email	Click this button to email a copy of the report; this will open the 'Contact by Email' window to enable you to set the recipient and other details.
Cancel	Click this button to exit the print dialog without printing the report.