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Print button for commonly used reporting - productivity

  • February 5, 2026
  • 2 replies
  • 15 views

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Hi team,

This is a simple request which I’ve spoken about with the Dentally Support team before, hopefully it will be easy to implement as it will create some small but important productivity savings.

We print off our daily takings report to check and sign off as there is a “Print” button for Dentally.
However, there are also 2 other reports we are using on a daily basis to check and sign off to improve financial control:
1. Invoices (To check all invoices are cleared or otherwise sign off why they are unpaid)

  1. Payment allocations - Practitioners to sign off on their allocations to ensure there are no errors at end of month.

Currently our team are either taking multiple screenshots to capture all the data, and pasting in Word to print.

This is not the most efficient, especially for Payment Allocations for practitioners as there are multiple pages each day in the report. 
It would be so much more efficient to have a ‘print’ button as we do for Takings - is it possible to add this in please?

2 replies

Saymon
Community Manager
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  • Community Manager
  • February 5, 2026

Hey ​@Anne-Maree Siderides 👋,

Thanks for the feedback.

I believe most financial reports in Dentally were designed to be reviewed in-app or exported to CSV, which works well for reconciliation and accounting. So, there isn’t a specific reason why we’re missing a print buttons in some of them. 

The Takings report is a good example where a print-friendly view already exists because it’s commonly used for daily checks and approvals. 

I’ll pass this feedback on to the product team as a request for improved report parity and print-friendly options on these reports. In the meantime, if other practices are using these reports for daily or monthly sign-off, it would be helpful for them to add a comment below, it really helps us demonstrate the operational impact.


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Thanks Saymon, it would be great if they can add this.

Not sure if many practices would be printing more than just the takings report daily- I’ve tried to make our processes more robust and best practice, as my career background was in financial management/accounting/risk management.

nevertheless, even if not many practices are doing it it is best practice to do so to minimise risks, happy to provide more context around this.