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cjwdmd
Canine II

Printing a Tickler File report

When choosing the file output type for a Tickler File Report -- what type of file would the "File" option produce and where would it be once you hit ok?

We are looking for a way to export the tickler file report into excel for easier sorting by date/alphabetical/units needed, etc.

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11 Replies
Community Manager
Community Manager

Re: Printing a Tickler File report

Thank you for the post @cjwdmd!

@leeann can you assist with this? 

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Community Manager
Community Manager

Re: Printing a Tickler File report

@softdentgirl adding you as well, as you may have some input on this also. 

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CS Dental Employee
CS Dental Employee

Re: Printing a Tickler File report

 

There isn't an option to send the report to excel.  But this a great suggestion to add this to the program.

Community Manager
Community Manager

Re: Printing a Tickler File report

Thanks @leeann

@tyson_edwards I'm including you in the case this can go on your enhancements list. 

cjwdmd
Canine II

Re: Printing a Tickler File report

There is an option to send to "File" -- just trying to determine what type of file it is and how to retrieve it.

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CS Dental Employee
CS Dental Employee

Re: Printing a Tickler File report

You can't read that file so I don't recommend it.

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cjwdmd
Canine II

Re: Printing a Tickler File report

ok.  Thought that if we could convert it to something readable, we could import to excel.  Would be a great feature to have!

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drcavola
Premolar III

Re: Printing a Tickler File report

If you are on Softdent Scheduler, then you can do all the functions you want (besides print, and there's no need to because you can do what excel would do on the fly) and then some:

In the Schedule, click on the Tasks bar, then you can ...

a.  Filter by name, procedure, type,

b.  Filter by Provider

c.  Filter by Production Value

d.  Filter by Duration

e.  Filter by "days from Today" ...

 

CS Dental Employee
CS Dental Employee

Re: Printing a Tickler File report

That works great in the New Scheduler version of SoftDent but you can not sort on all those fields in the classic version of SoftDent.

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