I am the new Office Manger at my office, and new to SoftDent. I don't know how to see what reports are set up to be run daily/weekly/monthly/yearly. Is there a spot for me to find that list?
orlando, hopefully this article will provide you with the information that you need. It provides the daily/weekly/monthly reports with links to instructions on how to generate each one.
softdentgirl d.canales can either of you think of any reports that you would recommend for the requested schedules?
To check what reports are setup to be ran on a schedule check office manager
Reports , report manager , advanced options
This table will show report groups description, frequency to be ran , next scheduled run ,….
To check what reports are in each group of these, highlight the group name then from options select edit reports
now you can add ,delete , view prompts ,or run a single report from that group
Hello & Welcome to SoftDent
SoftDent as a Reports Manager
to check if anything is set up
Click Reports Manager
Click Advanced Options
If there are any, they will be listed there