Custom Reports

For users or potential users.
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alhalwachi
Posts: 74
Joined: Fri Apr 02, 2010 2:26 pm

Custom Reports

Post by alhalwachi » Sat Apr 30, 2011 4:03 am

Hi everyone

One of the things i want to do is the ability to search by payment number in the payment table, here is an example:
SELECT payNum,payment.PayDate,patient.ChartNumber,
CONCAT(patient.LName,', ',patient.FName,' ',patient.MiddleI) AS plfname,
payment.PayType,payment.CheckNum,payment.PayAmt
FROM payment,patient
WHERE
payment.PatNum = patient.PatNum
&& payment.PayAmt > 0
&& payment.PayNum= 5334

Now i need two things:

1. How can include the above query for users through the GUI? i mean, i want the user to click on a report link, enter the payment number and get the result.

2. How can i include the provider name on the above query? i.e.: i have the payment number and i want to know the provider name.

Thanks;

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jordansparks
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Posts: 5391
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
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Re: Custom Reports

Post by jordansparks » Sat Apr 30, 2011 9:09 am

1. We've tried various strategies over the years. We include RDL for that, but it's complex and I can't remember if you actually get a GUI for parameters. You could probably make something user friendly in MS Access. And, of course, we have plans for such functionality.
Jordan Sparks, DMD
http://www.opendental.com

alhalwachi
Posts: 74
Joined: Fri Apr 02, 2010 2:26 pm

Re: Custom Reports

Post by alhalwachi » Mon May 09, 2011 8:12 am

thanks for the tip, but what about item 2 of my question? how can i get the provider name of a certain payment number?

Thanks;

alhalwachi
Posts: 74
Joined: Fri Apr 02, 2010 2:26 pm

Re: Custom Reports

Post by alhalwachi » Thu Jul 07, 2011 10:56 pm

Hi again; In the OD project and under the opendental form I saw a "custom reports" menu but I don't see this menu when running the application? How can I use this menu?
And ya,what about my question on getting the provider name of a certain payment,how can I get that? What tables do I need to link?

Thanks

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jordansparks
Site Admin
Posts: 5391
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
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Re: Custom Reports

Post by jordansparks » Fri Jul 08, 2011 5:56 am

I think that's the one that shows up if you have .rdl files in your A-Z folder, reports.
Jordan Sparks, DMD
http://www.opendental.com

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