Run the Procedure Analysis report to obtain both statistical and graphical representation of kept appointments by procedure type for one or multiple date ranges. In addition to selecting the dates to include, you can choose to run the report for specific orthodontists or offices, and choose whether to include individual appointment details for each procedure.
Identify procedure types - The Procedure Analysis report uses the Type settings in your Procedure Editor to identify which procedures to put into which categories. See "Set Up Procedure List" for details.
Kept appointments required - Note that only appointments that have been processed as Kept will be included in the report.
Home ribbon bar > 
Reporting > Appointment > Procedure Analysis > Run. (You can also search for the report you want to work with.)
Click Reporting from the Reporting section of the Home ribbon bar.
If needed, expand the Appointment reports section and select the Procedure Analysis report. Click Run.
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
Report type - Select to review the data for an individual range of dates, or to compare the data from two sets of dates.
Include report detail - Enable this option to include the individual appointments used to calculate the results.
Dates to include - You may select individual start and end dates, or choose MTD (month to date), YTD (year to date), Last Month or Last Year. If you have selected to run a Dual Date Range report, you also choose the prior dates you want to use for comparison.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included.
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the 
Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
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