Appliance Tracking Report

Run the Appliance Tracking report to review the patient appliances you have sent for service, but that are not yet returned. The report uses data you have entered into the Appliance Tracking feature, including the appliance destination and the date you expect the service to be completed. You can specify which destination to include on the report, or choose to see all non-returned appliances.

Click to OpenReport Data Source

This report gets its data from the Edge Cloud Appliance Tracker. You need to add appliances and update the details regularly for the data in this report to be accurate. See "Appliance Tracker" for details.

Click to OpenActive Appliances Only

This report shows appliances that have been sent for service or consultation but have not yet returned. To obtain a report of appliances that have been returned, run the Appliance Tracking - Back Dates report.

Click to OpenOpen the Report

Select Reporting from the Reporting section of the Home ribbon bar. Then from the Patient section, open the Appliance Tracking report. You can double-click the report name, or click Run at the top of the window to continue.(You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

Click to OpenReport Settings

Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

DestinationClosed - Select which appliance destination to include on the report, or select to include All destinations.

SubgroupClosed - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

Click to OpenView Report 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 continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.

Click to OpenReport 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, that information appears just under the report title so you know which criteria was used to generate the results.

Click to OpenShow / Hide Details

If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Click to OpenUse Arrows to Re-Sort Report

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

Click to OpenOpen the Patient Folder / Responsible Party Record

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Click to OpenGet Detailed Report Description

Click the icon to the right of the View button to open the help article with the detailed description of the report.

Click to OpenChoose the Output

With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.