Reports

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CAPS28
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Reports hub in CAPS28 dental practice management software with patient, appointment, treatment, transaction and lab reports
The Reports hub: five report types — Patient, Appointment, Treatment, Transaction and Lab — each opening a filterable, printable report.

The Reports hub turns the data you capture every day into views you can filter, read and print. Click any card to open that report.

The five reports

  • Patient — a detailed report on the patients of your clinic; useful for demographics, activity and follow-up lists.
  • Appointment — upcoming and past appointments, for load planning and no-show review.
  • Treatment — procedures performed on patients, for clinical and production analysis.
  • Transaction — a complete money report — charges, receipts and balances — for reconciliation and accounting.
  • Lab — every lab job with its status, so you can see what’s out, overdue or back.

Using a report

Each report opens on its own page with date-range and other filters so you can narrow to exactly the period or category you need, and a print option for a hard copy or PDF. Reports are read-only — they never change your data — so they’re safe to explore.

Dental clinic transaction report in CAPS28 software, filtered by date range with tabular totals
A report screen (Transaction shown): pick a date range, read the tabulated results, and print — every report follows the same filter-and-print pattern.

The pattern is the same across all five: set the filters at the top (dates, and any report-specific options), the table below updates to match, and Print produces a clean copy for the file, an accountant or a meeting. Because they draw straight from your live data, the reports are always current the moment you open them.