Viewing reports generated previously

At any time, you can view Practice Advisor Reports that you have already generated.

To view reports generated previously

1.   In the Office Manager, click Analysis, and then click Practice Advisor.

The Practice Advisor dialog box appears.

Note: If Dentrix passwords are enabled, to open the Practice Advisor, a user must have security rights to “Practice Analysis, Open.”

2.   Click Report History.

The Practice Advisor Report History dialog box appears.

Practice Advisor Reports and Daily Huddle Reports are grouped by date and then listed by the time each was generated.

You have the following options:

·        Expand List / Collapse List - Click these buttons to expand or collapse all items.

·        Preview - Click this button to preview the selected report. (This button is only active if a report time is selected.)

Note: Previewing a report does not take a long time because the selected report has already been generated.

·        Delete - Click this button to delete the selected report. (This button is only active if a report time is selected.)

Note: If Dentrix passwords are enabled, to delete a report, a user must have security rights to "Audit Trail, Clear."