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Getting started with reports
Getting started with reports

New to Dentally? Then this guide is a great place to start when it comes to expanding your knowledge of Dentally's reports!

Amber Morris avatar
Written by Amber Morris
Updated over 5 months ago

Ready to explore reporting!

Let's touch on some of the need to know reports when it comes to paying providers and keeping your diaries full!

Each topic below will link you out to a main help centre guide for further details and images on the 'how to' processes πŸŽ‰


πŸ“Š Accessing reports

Make sure you are familiar with where to find the reports menu in Dentally!


πŸ“Š Favouriting reports

Make sure your most used reports are quick and easy to find by favouriting them with the 'Favourite' ⭐️ icon, read more on here.


πŸ“Š Print and export report

You can print and/or export most Dentally reports, Take look here to familiarise yourself with the process.


πŸ“Š Paying my associates

We recommend using the Payment Allocations Totals report in Dentally to work out what you owe your associates each month πŸ’° This report makes sure you are only paying providers for work completed! Read more about how to use it here.


πŸ“Š Reporting on claims

As Dentally is an international software its important to note that tracking and reporting on claims varies across every region, take a look below to find your region and make sure you are reporting effectively on your claims:


πŸ“Š Filling my diary

Keeping your diaries full and optimised is crucial to maximising your hourly rate and revenue. We recommend using the unbooked treatments report to keep on top of all those patients with planned treatment who currently have no appointment in the calendar.

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