Dentrix Ideas

Export To Excel....Pleeease :)

I need to run report that require me to see multiple values, through different lenses, all at the same time. Fortunately, that is where data-dumps into excel and pivot tables + other features come into play, to help a person Efficiently slice and dice, visualize performance data at scale unfortunately Dentrix doesn't appear to currently offer this much needed feature.


Another example would be the mass export of certain PII fields, based upon (Date) (Revenue) etc develop focused marketing lists, in excel, which can then be uploaded in a seamless format, for re-marketing purposes.


All said and done, exporting large data sets into excel, I've come to find are normal expectations of any data management system, truly hope Dentrix can make this happen in short order.

  • Guest
  • Sep 9 2019
  • Future consideration
  • Apr 3, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

  • Attach files
  • Guest commented
    11 Nov, 2019 07:50pm

    I agree. There are only certain reports in Dentrix that you can pull out into excel, such as lists etc. I want the ability to create reports, I.e., choose a selection of fields and run the data to pull out in excel. 

  • Guest commented
    16 Sep, 2019 06:11pm

    Exporting aging reports to Excel or Google Spread sheets for tracking  purposes is useless.  The information  does not format to the columns correctly & takes hours to fix.    This is very easily accomplished in other management systems.   Please fix!