Reports
Tutorials and Information about Dentally Reports
How to access reports in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to access the 'Reports' menu in Dentally and find the report you're looking for.
How to add reports to your favourites🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Make sure your most used reports stay at the stop of your 'Report' menu
How to export and print reports🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understand how to export and print data from reports in Dentally.
How to use the 'Takings' report in Dentally🇦🇺🇳🇿🇬🇧🇮🇪 APAC, UK, ROI only - The 'Takings' report is designed to be run daily to help you keep track of the practice's takings.
How to use the 'Payment Allocation Totals' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to access and understand the 'Payment Allocation Totals' report.
How to use the 'Payment Allocations' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understand how payments are being allocated in your practice.
How to use the 'Takings' report to view online payments taken🇦🇺🇳🇿🇬🇧🇮🇪 APAC, UK, ROI only - How to use the 'Takings' report to check online payments received
Invoice Timeline Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to get the best from the Invoice timeline report
How to identify patients who owe money🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find patients who are in debt and who have no further treatment booked, and send debt communications
How to ensure the 'Income' report shows the correct values🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Make sure the Income Report shows the correct values of income
How to view your takings for a specific item over the year🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Income and Practitioner Activity Reports to find annual takings or activity.
How to use the 'Payment Allocation Totals' report to pay associates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the 'Payment Allocation Totals' report to pay your associates.
How to view what you will be paid🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to see what practitioners have earned during a set period
How to track bad debtors🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Patients' report to track all bad debtors
The Private Forecast Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The Private Forecast Report
Using the UDA Forecast Report🏥 NHS EN/WA only - Track the status of NHS treatments & identify claims that are in danger of being late.
Why does the Income Report in Dentally show different information from the takings report?🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to help explain differences comparing totals in the income report and takings report
How to use the 'Invoices' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use the 'Invoices' report to view and filter invoices
The Income Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments.
How to use the 'Sundries' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View all sundry items that have been invoiced in a specified time frame
How to use the 'Monthly Accounts' report to pay associates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The best report for calculating practitioner pay and paying your associates.
How to use the 'Collections' report🇨🇦 CA only - How and when to use the 'Collections' report
How to use the 'Monthly Accounts' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the 'Monthly Accounts' report to manage accounts and practitioner pay.
How to view your newest patients🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - See how many new patients have registered with you each month
How to use the 'Birthdays' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Birthdays' report
How to use the 'Patients' report to identify effective acquisition sources🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to find out how many new patients you have and how you acquired them
How to report on patient age groups🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Identify and understand your patient age demographics
How to use the 'Patients' report in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Customise, run and save the 'Patients' report based on various patient information
How to use filters in the 'Patients' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understand how filters work and how to make the most out of them in the 'Patients' report.
How to use the Patients Report and bulk messaging to contact patients in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create a group of patients and send an email to those patients using a template within Dentally
How to view all patients with no appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find patients who have registered but never had an appointment
How to find lapsed patients🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Identify patients that have not had an appointment since a specified date.
How many patients were seen in surgery last month using Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find out how many patients were seen in surgery over a given period of time.
How the Chair Utilisation Report is Calculated🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Look at chair availability, versus chair usage over a specified date range...
How to view how many appointments were booked per month🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Report on the number of hours that were booked for appointments per month
How to use the 'Appointments' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Fill your diary, track cancelled appointments, online bookings, and patient waiting times
How to report on wait time and time in surgery on Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Show patients waiting times and how long they spent in surgery.
How to find cancelled or FTA appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find patients that cancelled and FTA an appointment, including where no future appointment is booked
How to use the Analytics Dashboard - Practitioner Utilisation Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Let's explore the Analytics dashboard and the practitioner utilisation report.
How to use the practitioner utilisation dashboard🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to find the dashboard, when it is useful and how to get the most out of it
How to use the 'Recalls' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Run the recalls report and use filters
How to use the 'Recall Effectiveness' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Accessing the 'Recall Effectiveness' report and understanding the success and conversion of your recalls.
How to use the 'Unbooked Treatment' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to navigate to and use the 'Unbooked Treatment' report
How to view practitioner productivity using the Practitioner Activity report in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find out how many treatments a practitioner completed
Practitioner Activity Report in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Practitioner Activity report in Dentally
How to find open/incomplete treatment plans🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find and address open/incomplete treatment plans, or NHS treatment plans that haven't been claimed?
How to use the 'Radiograph' report🇬🇧 UK only - How to use the 'Radiograph' report, for both Dentally and Dentally Vision
How to use the 'Completed but not closed' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How and why to use the 'Completed but not closed' report
Use NHS Claims Report to track progress- NHS Scotland Claims🏥 NHS SC only - Use the NHS Claims Report for tracking Scottish claims status and payments.
Practitioner Allocations Report - APAC/CA only 🇦🇺🇳🇿🇨🇦🇦🇺🇳🇿🇨🇦 APAC/CA only - This is a global report that can be used by anyone with Practitioner Allocations turned on.
Ortho Submissions Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to handle errors with E-Ortho. Orthodontic claims and submission
How to find the number of treatments a dentist has referred to a hygienist🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Practitioner Activity' report to track referrals from a dentist to a hygienist