Open Dental has many report options that allow you to view your data in organized formats.
Reports in the Main Menu
Standard: Standard, text based reports (production and income, daily and monthly reports, lists, and public health options). Optionally run Production and Income Reports on a Report Server.
Graphic: Visual graphic reports by provider or clinic and customizable to fit your requirements (production and income, accounts receivable, new patients, and broken appointments).
User Query: Generate custom reports in any format and export any data you want.
- Open Dental has a few built in queries to list tables.
- There are over 1000 Query Examples that you can copy and paste for use.
- Write your own queries.
- We can write Custom Queries for you. For a list of query examples, see Query Examples.
Optional: To add a clickable URL as a Reports menu option, see Custom Bridges.
Radiology Order List
Insurance Verification List
Accounting Reports (General Ledger Detail and Balance Sheets)
Custom Reports option: Some users may have a Custom Reports menu item. This is part a deprecated report system. It means there is a reports folder in your A to Z Folders (typically Reports) that contains at least one .rdl file (e.g. Unsched Treat Plans.rdl). For each .rdl file in the folder, there will be one menu item.