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Adelaidehouse
Canine II

Report of patients seen

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I would like some help in running a report on all patients that were seen in the month of January?

 

No sure how we do this 

1 Solution

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liamrushton
CS Dental Employee
CS Dental Employee

Re: Report of patients seen

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Good Afternoon

To get a list of the email addresses you will need to create a report.

From the main menu, Select Reports
Select New Report
Click Start
Click the ellipsis button (3 dots)
Highlight the query you created following Alison's instructions above.
Click Select
Click Next
Click Report layout
Click the blue line that reads "Click here to edit report properties"
Highlight the fields you need in your report and click add (one at a time) for example highlight email and click add, then highlight forename and click add. Repeat for every field you need.
Click OK
Click Finish
Click Save as New
Give your report a name, and click ok

Your report is now created. Highlight the report and click run.
Once it has finished loading you can choose what format you would like load, excel, word or webpage. 
Select the one you need and click ok.

 

Hope that helps

Kind Regards
Liam Rushton

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6 Replies
Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: Report of patients seen

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Good Afternoon

To find all patients who had an appointment in January create the following query:

  1. Open Query Wizard
  2. Click ‘New Query’ then ‘Start’
  3. Click ‘Next’
  4. Select ‘that have had an appointment’
  5. Select ‘between [no date specified] and [no date specified]
  6. Click ‘Specify Criteria’
  7. For the Start Date Row in the ‘Value’ column select the ellipsis and in the ‘Absolute box’ select 01/01/2021
  8. For the End Date Row in the ‘Value’ column select the ellipsis and in the ‘Absolute box’ select  31/01/2021
  9. Click ‘OK’
  10. Click ‘Finished’ and save the query

When run this query will show the names of all patients who had an appointment in January.

I hope this answers your question

Kind regards

Alison

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Adelaidehouse
Canine II

Re: Report of patients seen

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Thank Alison - Could you advise how we can:

 

1. have these details in an excel sheet/export the data

2. have specific data such as email address and phone number fields in the report.

Many thanks 

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: Report of patients seen

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Good Afternoon

1. In the Patient Selector, Right Mouse Click on the Blue Spot in the Top Right Corner.

2. Now tick all the address lines or phones number that you require in the PRINT Column on the right hand side of the screen

3. This will then include the required fields in the export to Excel. 

4. When you click the Print button it actually sends the data to Excel.

Kind regards

Alison

Adelaidehouse
Canine II

Re: Report of patients seen

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Hi

There is no option to add the email address on this list, this is what we need? Can you confirm if this is possible?
liamrushton
CS Dental Employee
CS Dental Employee

Re: Report of patients seen

Jump to solution

Good Afternoon

To get a list of the email addresses you will need to create a report.

From the main menu, Select Reports
Select New Report
Click Start
Click the ellipsis button (3 dots)
Highlight the query you created following Alison's instructions above.
Click Select
Click Next
Click Report layout
Click the blue line that reads "Click here to edit report properties"
Highlight the fields you need in your report and click add (one at a time) for example highlight email and click add, then highlight forename and click add. Repeat for every field you need.
Click OK
Click Finish
Click Save as New
Give your report a name, and click ok

Your report is now created. Highlight the report and click run.
Once it has finished loading you can choose what format you would like load, excel, word or webpage. 
Select the one you need and click ok.

 

Hope that helps

Kind Regards
Liam Rushton

View solution in original post

Adelaidehouse
Canine II

Re: Report of patients seen

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That's Great, thanks Liam, just tried it and I managed it 🙂
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