Presented Treatment Production Report

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

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.

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


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.

Report Type: Select the type of report.

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 (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.

Clinics: 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)