Open Dental has many report options accessed from the Main Menu that allow you to view your data in organized formats.

Standard Reports: 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 (see Report Setup: Report Server).

Graphic Reports: Visual graphic reports by provider or clinic and customizable to fit your requirements (production and income, accounts receivable, new patients, and broken appointments).

User Queries: 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. See Query Examples.
• Write your own queries.
• We can write custom queries for you. See the Query Request Form.

Unfinalized Payments: Shows the number of outstanding unfinalized payments in parentheses e.g. (3). Click to open the Unfinalized Payments report. Payments must be finalized for reports to be accurate.

Other Options:

• To add a click-able URL as a Reports menu option, see Custom Bridges.
• Appointment Lists
• Accounting reports (General Ledger Detail and Balance Sheets). See End of the Year Accounting Process.
• Clearinghouse reports. See Managing Insurance Claims.
• Arizona Reports

Troubleshooting

Unfinalized Payments: If unfinalized payments are not showing in the menu item, make sure the OpenDental Service is installed in the Service Manager.

Custom Reports: 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.