How do we interpret and understand the Executive Summary report?

The Executive Summary report may be generated for a single office location, or for multiple offices within a dental enterprise.

To generate the report for a single office location:

·   Click the word “Reports” and the “Monthly Reports” option from the drop-down list

·   Select the “Executive Summary” report

·   Indicate the date range for which the report should be generated

·   Indicate if the report should generate the office Accounts Receivable (AR)

·   Click the Print / Preview button to send the report to the Adobe screen

·   Below is a guide for understanding the Executive Summary report.

To generate the report for a dental enterprise:

·   Click the word “Reports” and the “Monthly Reports” and select  “Office Group” option

·   Indicate the date range for which the report should be generated

·   Indicate if the report should generate the office Accounts Receivable (AR)

·   Indicate the desired location(s)

·   Click the Print / Preview button to send the report to the Adobe screen

Below is a guide for understanding the Executive Summary report.

NOTE: The numbers reflect the activity within the named location.

NOTE: The numbers in the example are hypothetical numbers. Your office’s numbers will vary.