cancel
Showing results for 
Search instead for 
Did you mean: 
orlando
Canine III

New girl problems....Where do I find a list of scheduled reports?

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?

Labels (1)
3 Replies
chriscornett
Premolar II

Re: New girl problems....Where do I find a list of scheduled reports?

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.

SoftDent: Daily / Weekly / Monthly Reports (When to Run)

softdentgirld.canales‌ can either of you think of any reports that you would recommend for the requested schedules?

Moderator
Moderator

Re: New girl problems....Where do I find a list of scheduled reports?

orlando‌ 

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 

CS Dental Employee
CS Dental Employee

Re: New girl problems....Where do I find a list of scheduled reports?

Hello & Welcome to SoftDent

SoftDent as a Reports Manager

to check if anything is set up

Click Reports

Click Reports Manager

Click Advanced Options

If there are any, they will be listed there