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CS Dental Employee
CS Dental Employee

Exporting Reports and Experts to CSV for Further Analysis

Hello PW Community,

I am doing some research on adding the ability to export reports and/or experts to the CSV format for use in Excel.

Can we start a list here of what reports or experts we should focus on first?

Let's start with this format in your requests:

 

1. [Report/Expert Name requested] - [reason for needing in CSV]

2. [Report/Expert Name requested] - [reason for needing in CSV]

Etc.

 

@joedindo @tmslaug2 @carolyn621 

 

Thank you!

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Premolar III

Re: Exporting Reports and Experts to CSV for Further Analysis

Once you develop the ability to save to CSV for one, wouldn't it be something available for all?

Regardless, if you want a list, I'd want to see the following:

- Collections report 

- Adjustments 

- Periodic esp the adjusting entries for quicker sorting and filtering

As for the experts, all the Analysis experts already have that feature.

Contact experts can sort of be exported if you set up an autolink document on the actions button BUT it would be sooooooooooooooooooooooooooo much more convenient if it was it's own export button.  

 

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CS Dental Employee
CS Dental Employee

Re: Exporting Reports and Experts to CSV for Further Analysis

1. Production by Treatment Class - Being able to manipulate and analyze data in Excel.

2. Production Summary (like in the Periodic Report) - Same as above.