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Creating a Custom Report

Updated

Description

This quick guide outlines the steps required to create a custom report.

 

Contents

The following topics are covered in this quick guide:

Section 1 - Creating a Report

  1. In the Sidekick, click the More menu, then click Reports.

    Accessing Reports


     

  2. In the Reports module, click the Create a New Report button.

    Create New Report Button


     

  3. In the Create New Report dialog box, click the report name horizontal line.

    Report Name Field


     

  4. Enter the report name.

    Entering Name


     

  5. Click the Category drop-down menu.

    Category Menu


     

  6. In the Category drop-down list, click the applicable report category.

    Selecting Category


     

  7. Click the Type drop-down menu.

    Type Menu


     

  8. In the Type drop-down list, click the applicable report type.

    Selecting Type


     

  9. In the columns list, select the required columns.

    Selecting Columns


     

  10. Click the Finish button.

    Click Finish


     

  11. After the report is generated, it will display in the Reports module.

    Note: Depending on data volume, some reports may take a few minutes to generate.

    Generated Report View


     

Section 2 - Adding or Removing Columns

  1. To add or remove a column, right-click the report header row, then select or deselect columns from the list.

    Note: A checkmark indicates the column is currently included in the report.

    Adding Columns


     

Section 3 - Grouping Data

  1. To group data by a specific column, right-click the column title and select Group By.

    Grouping Data


     

  2. The report will reorganize based on that selection.

    Grouped Report View


     

  3. To revert, right-click the grouped column title and click Ungroup.

    Ungrouping Data


     

Section 4 - Reordering Columns

  1. Right-click the report header row and select Reorder Columns.

    Reorder Columns Option


     

  2. The Reorder Columns dialog box will appear.

    Reorder Dialog


     

  3. Drag and drop column names to your preferred position.

    Dragging Columns


     

  4. Click the Reorder button to apply changes.

    Apply Reorder


     

Section 5 - Sorting Column Data

  1. To sort data, click any column title.

    Sorting Columns


     

  2. The report will sort in ascending or descending order.

    Note: An upward arrow indicates ascending order; a downward arrow indicates descending order.

    Sorted View


     

Section 6 - Filtering Reports

Filters allow you to narrow down your results. You can filter by Date or Name.

Option A - Filter by Date

  1. Click Add a Filter, select the Column, and choose a Date Condition (e.g., On Date, Dynamic Date).

    Date Filter Options


     

  2. Enter the date or select one from the calendar, then click Apply Filters.

    Applied Date Filter


     

Option B - Filter by Name

  1. Click Add a Filter, select the Column, and choose a Name Condition (e.g., Equals, Contains).

    Name Filter Options


     

  2. Enter the text criteria and click Apply Filters.

    Applied Name Filter


     

Section 7 - Totaling Data

  1. Click the Totals Row at the bottom of the column you wish to calculate.

    Totals Row


     

  2. Select a calculation (e.g., Sum, Average, Count).

    Totaling Options


     

  3. To remove a total, click the row again and select None.

 

 

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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

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