Presented Treatment Production Report
This report totals the production from completed procedures that are attached to saved treatment plans. It can produce a detailed report by procedure or total production amounts by treatment plan user or presenter. Also see Editing Treatment Plans.
Note: To control user access to this report, see Report Setup - Security Permissions.
- In the main menu, click Reports, Standard.
- In the Monthly section, click Presented TreatPlan Production.
- Calendars: Select the date range for the report. Only production for procedures set complete within the date range will be included. The default is last month.
- In the first calendar select the start date.
- In the second calendar select the end date.
- Report Type: Select the type of report.
Show production by procedure.
- Total: Show total production for each user or presenter.
- Order Presented: Production for procedures on multiple treatment plans will only be counted once. Select to whom production for these procedures should be attributed.
- First Presented: Attribute production to the user or presenter on the treatment plan saved first.
- Last Presented: Attribute production to the user or presenter on the treatment plan saved last.
- User Displayed: Select how the presenter will be determined.
- Presenter: The 'presenter' associated with the treatment plan.
- Entry User: The 'user entry' associated with the treatment plan.
- Users: Select the users (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.
- Clinics: If using Clinic(s), select the clinics to include. Check All to include all clinics, or uncheck All and select individual clinics.
- Click OK to generate the report. For a description of toolbar buttons, see Complex Report System.
Detailed report (production by procedure)
Total report (total production by user or presenter)