Presented Treatment Production Report

The Presented Treatment Production Report totals the production from completed procedures that are attached to saved treatment plans.

In Standard Reports, in the Monthly section, click Presented TreatPlan Production.

To control user access to this report, see Report Setup: Security Permissions.

Filters and Report Options

Set criteria before generating the report

Calendars: Select the date range for the report. Set the start date in the left calendar and the end date in the right calendar. Only production for procedures set complete within the date range will be included. The default is the last calendar month.

Report Type: Select an option to change the generated report data.

Order Presented: Production for procedures on multiple treatment plans will only be counted once. Select to whom production for these procedures should be attributed.

User Displayed: Select how the presenter will be determined.

Users: Select the users include. Ctrl + click to select multiple users or check All to include all listed users.

Clinics: Select the clinics to include. Ctrl + click to select multiple clinics or check All (Includes hidden) to include all clinics, including those marked hidden. Filters by clinics assigned to completed procedure.

Report Preview

After setting the report criteria, click OK to generate a print preview of the report. The layout of the resulting report will depending on the selected Report Type. Below are examples of the resulting report descriptions of the report columns.

For a description of toolbar buttons, see Complex Report System.

Report Type: Detailed Report

Report Type: Totals Report

Some columns may change depending on the selected Report Type.

Production columns are totaled on the last page of the report, below the grid, in bold.