Items Performed on Patients Report


This report shows a list of selected items that have been used on patients during the report period. Each item has its own line showing item details, performance date, fee and account details.

An item will not appear on this report if it has not been used.

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Items performed on patients report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <All> to base this report on, if applicable

    3. Provider: Select the Provider or <All> to include in the report

    4. Procedures: Select item(s) to include in the report

    5. Show obsolete items as well: Tick to include obsolete items

    6. Show inactive providers as well: Tick to include inactive Providers

    7. Click OK


Report Details


The selected item(s)


Description of the item(s)


Tooth number associated with the item, if applicable


Count of times the item was performed


The patient's name the item was performed on 

Treated Date

The date the item was entered in the patient's Treatment tab

Total Fee

Fee entered for the item, regardless of invoiced or not

Inv ID

The invoice ID the item was included in

Blank if the item was not invoiced

Paid or Not

 If the invoice was paid or not


Items Performance Report

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