Reporting

Dentasync lets you export financial data in a clear, Excel-compatible format based on your current filters and view mode.

Accessing Report Export

To generate a report:

1. Go to
   Finance
   from the sidebar.
2. Select the desired view:
   Dental Offices
   or
   Work Orders
3. Apply any necessary filters (e.g. time period, dental office, payment method, status).
4. Click the
   Generate Report icon at the top right.

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Dental Offices Report

This report summarizes financial data per dental office, showing how much has been billed, paid, and what remains outstanding.

Columns included:

• Dental Office
• Number of Work Orders
• Amount Paid
• Total Amount
• Outstanding Balance

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Work Orders Report

This report provides a detailed breakdown of each work order, ideal for financial auditing or reconciling payments.

Columns included:

• Work Order #
• Dental Office
• Payment Method
• Amount Paid
• Total Amount
• Outstanding Balance
• Status
• Documented Date

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Check out our Finance Best Practices for tips on how to keep your reports clean and accurate.