Reports

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

Other Reports in Open Dental:

Note: If you converted from another software, do not run reports with dates prior to or on your conversion day.

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.