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Making Sense - SoftDent Reports

Making Sense - SoftDent Reports

When running reports like the Short Call List or the Tickler having the option to filter the report by different criteria would be very helpful. Theses lists usually run by account number or age, but being able to choose alphabetical (by first and/or last name), $ amounts, etc. could make these reports much more efficient.jeffrey.urkevich

Tags (2)
4 Comments
tmendy
Canine II
This may be good to use for the eServices group, and for the User Summit you can upload pictures.
dkroane
Canine II
I assume any eservice questions would fall under the specific product and they won't be creating just an EService group for questions will they? I plan on starting to load photos whenever the trainers are together.
tmendy
Canine II
Ok sounds like a plan. You have done an excellent job with that team
chriscornett
Premolar II

jeffrey.urkevich‌ Would it be possible to even have these reports merge with Excel? Seems like the easiest solution and would allow users to choose multiple options for sorting.

As of right now it's not an option in the reports that bayarea‌ has mentioned.