Presented Treatment Production Report

This report totals the production from completed procedures that are attached to saved Treatment Plans. It can produce a detailed report by procedure or total production amounts by treatment plan user or presenter.

Note: To control user access to this report, see Report Setup: Security Permissions.

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly section, click Presented TreatPlan Production.
  3. Calendars: Select the date range for the report. Only production for procedures set complete within the date range will be included. The default is last month.
    • In the first calendar select the start date.
    • In the second calendar select the end date.
  4. Report Type: Select the type of report.
    • Detailed: Show production by procedure.
    • Total: Show total production for each user or presenter.
  5. Order Presented: Production for procedures on multiple treatment plans will only be counted once. Select to whom production for these procedures should be attributed.
    • First Presented: Attribute production to the user or presenter on the treatment plan saved first.
    • Last Presented: Attribute production to the user or presenter on the treatment plan saved last.
  6. User Displayed: Select how the presenter will be determined.
    • Presenter: The presenter associated with the treatment plan.
    • Entry User: The user entry associated with the treatment plan.
  7. Users: Select the users (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.
  8. Clinics: Select the clinics to include. Check All to include all clinics, or uncheck All and select individual clinics.
  9. Click OK to generate the report. For a description of toolbar buttons, see Complex Report System.
Detailed report (production by procedure)

Total report (total production by user or presenter)