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Canine II

Help Setting Up Group Reports

My office runs daily reports for all the doctors and hygienists. Since joining the practice as a dentist I have tried to learn the system and see if there is anything I can do to help make their job easier. They have shown me how they run the reports and it seems to take a large amount of their time. I have been able to learn how to set up group reports, but I cannot seem to figure out how to make these reports advance in days.

So if I make the report on May 10, I can generate the report for that day, but if I try to run the daily report the next day I am still getting the information for May 10th. 

Any advice as to how I can set this up so that way the date of information caries into the next day?


Thank you for helping our office!

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CS Dental Employee
CS Dental Employee

These are the steps to set up Reports in the Report  Manager: 

Reports>Report Manager>Set up a Report Group. 

Add each report  you wish to include. But do not put actual dates. You must use date formulas. Otherwise you will keep getting the exact same report every month. 

Please refer to the SoftDent Help files. Help>SoftDent Help located on teh main menu bar at the top of your SD window. Type this into the search: Setting Up a report manager report. it will give instructions and the date formulas. 




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