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Analytics: Daily & Weekly Reports
Analytics: Daily & Weekly Reports

Learn more about the value of Daily & Weekly Reports available in Analytics and how to run them for your practice

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Dental Intelligence's analytics platform turns data from your practice management software into actionable insights. If you want accurate information at your fingertips, our cloud-based, highly secure software provides the information you need to grow your practice.

Why Daily & Weekly Reports are Valuable

Your practice's goals are unique, so we designed our reports to give you unique answers. Daily and Weekly Reports available in Analytics provide greater insight into the current health of your practice. View statistics by role as they relate to gross production, net production, collections, and more.

Reviewing Daily or Weekly Reports is easy with automated report emails. To start receiving report emails, toggle on the option in the upper right corner of your Daily and Weekly Report pages.


Accessing Your Reports

Your Reports tab contains all the progress reports provided by Analytics. Hover over the Reports tab in the left-hand menu of your Analytics Dashboard, then select the Daily or Weekly Report.

Note: If you do not see a reports tab, you have not been given access. Please reach out to an Admin team member in your practice.


Understanding the Daily and Weekly Reports

The Daily Report captures the following metrics on a day-by-day basis. The Weekly Report captures the following metrics within a weekly time frame.

Overall Practice Standings

  • Total Gross Production of the selected day/week

  • Total Net Production of the selected day/week

  • Total Collections of the selected day/week

  • Total New Patients of the selected day/week

Practice Standings by Dentist Role

  • Dentists' Gross Production of the selected day/week

  • Dentists' Net Production per Visit of the selected day/week

  • Dentists' Treatment % Acceptance of the selected day/week

Practice Standings by Hygienist Role

  • Hygienists' Gross Production of the selected day/week

  • Hygienists' Net Production per Visit of the selected day/week

  • Hygienists' Re-Appointment % of the selected day/week

Practice Standings by Front Office Role

  • Scheduled Patients Rescheduled during the selected day/week

  • Patients Not Rescheduled during the selected day/week

  • Unscheduled Active Patients during the current day/week


How to Run a Daily Report

  1. Hover over the Reports tab in the left-hand menu of your Analytics Dashboard

  2. Click to select Daily Report

  3. The report view will default to the current day. Change the selected day by clicking on the blue Calendar button in the upper left corner

  4. Review the generated results by Role (Dentist, Hygienist, and Front Office).

Note: Daily Reports cannot be printed directly from within Analytics. To receive a printable version of this report, please toggle on the option to begin receiving automatically generated Daily Report emails in the upper right corner of your Weekly Reports page.


How to Run a Weekly Report

  1. Hover over the Reports tab in the left-hand menu of your Analytics Dashboard

  2. Click to select Weekly Report

  3. The report view will default to the current week. Change the selected week by clicking on the blue Time Range Calendar button in the upper left corner

  4. Review the generated results by Role (Dentist, Hygienist, and Front Office).

Note: Weekly Reports cannot be printed directly from within Analytics. To receive a printable version of this report, please toggle on the option to begin receiving automatically generated Weekly Report emails in the upper right corner of your Weekly Reports page.


Additional Resources

Learn more about reporting capabilities in Analytics by visiting the articles linked below:

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