Most metrics on the Performance Board and Collections Board feature Source Data that can be exported.

Source Data shows what information is being used to calculate the numbers for a KPI, this often includes patient names, procedure codes, and other data.

The Source Data lists also have the ability to be exported as .csv document to be opened in Excel, to do this first open up a Source Data list.
You can open the Source Data by clicking the icon in the top right of the metric and then selecting Source Data

You can then export the list by clicking the button in the top right of the Source Data.
Depending on the metric you have selected this button will either say Export CSV or Actions

Then select what data you would like to export, you can choose from the different productions categories:

Hygiene: D1XXX & Perio codes D4XXX
Restorative: Exam codes and imaging D01XX and everything D2XXX-D3XXX, D5XXX-D8XXX
Uncategorized: D9XXX, custom codes

After you select the category a download should appear in the bottom left corner of your browser allowing you save and open the Source Data in Microsoft Excel.

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