Effective August 2026, the Production Report and New Patients Report in the Analytics-only portal will no longer be available. All of the data you've relied on in those reports is now available — and more actionable than ever — in Scorecards.
What's Changing
Starting in August 2026, the Production and New Patients Reports will be removed from the Analytics-only portal. If you currently use either of these reports to track practice performance, you'll want to transition to Scorecards before that date.
Don't worry — no data is going away. Scorecards surfaces the same key metrics in a more flexible, real-time format.
Why Scorecards?
Scorecards were built to give you a faster, clearer view of how your practice is performing — without needing to run a separate report. Unlike the Analytics-only Production and New Patient Reports, Scorecards:
Update in real time, so you're always looking at current data
Let you compare performance across custom date ranges
Allow you to set goals and track progress toward them
Are accessible directly from your unified Dental Intelligence dashboard
Where to Find Your Data in Scorecards
Here's how to access the data in your Analytics-only Production and New Patients Reports from Scorecards:
Analytics-Only Report | Data Point | Where to Find It in Scorecards |
Production Report | Production by Provider | Open the Providers Performance Scorecard Template, or add the Production Gross metric to any Location or Provider Scorecard. |
Production Report | Production by Procedure | Add the Production Gross metric to any Procedure Codes Scorecard, then drilldown to view by provider and location. |
Production Report | Procedure Count | Add the Number of Completed Procedures metric to any Procedure Codes Scorecard, then drilldown to view by provider and location. |
Production Report | Production by ADA Category | Add the Production Gross metric to any Procedure Codes Scorecard, then apply the "Group by ADA Category" setting. |
Production Report | Production by Type | Add the following metrics to any Location or Provider Scorecard:
|
Production Report | Provider by ADA Category | Add the Production Gross metric to any Procedure Codes Scorecard, then apply the "Group by ADA Category" setting. Drilldown to view by provider. |
Production Report | Provider by Type | Add the following metrics to any Location or Provider Scorecard:
If viewing in a Location Scorecard, drilldown to view by provider. |
Production Report | Monthly Production by Provider | Add the Production Gross MTD to any Location or Provider Scorecard and set the time period to this month, set the trend to trailing months, for the previous 12 months. |
Production Report | Monthly Production by Type | Add the following metrics to any Location or Provider Scorecard:
Set the time period to this month and set the trend to trailing months, for the previous 12 months. |
New Patients Report | New Patients Monthly | Add the New Patients metric to any Location or Provider Scorecard and set the time period to this month, set the trend to trailing months, for the previous 12 months. |
New Patients Report | New Patients Weekly | Add the New Patients metric to any Location or Provider Scorecard and set the time period to this week, set the trend to trailing weeks, for the previous 12 weeks. |
New Patients Report | Cases Presented | Add the Presented New Patients metric to any Location or Provider Scorecard. |
New Patients Report | Cases Accepted | Add the Accepted New Patients metric to any Location or Provider Scorecard. |
New Patients Report | Reappointed | Add the New Patients Hygiene Re-Appointed metric to any Location or Provider Scorecard. |
New Patients Report | Attrition | Add the Patients Lost metric to any Location or Provider Scorecard. |
New Patients Report | Growth | Add the Patients Net Growth metric to any Location or Provider Scorecard. |
Note: If there are specific metrics you relied on in the Production or New Patient Reports that you're not sure how to locate in Scorecards, please reach out to our support team — we're happy to help you find them.
How to Use Scorecards
Step 1: Navigate to Scorecards. From your Dental Intelligence dashboard, then click Scorecards in the left-hand navigation menu.
Step 2: Select Your Date Range. At the top of the Scorecards page, use the date range selector to choose the time period you want to review. You can select from preset ranges (This Month, Last Month, Year to Date, etc.) or enter a custom range.
Step 3: Review Your Metrics. Each scorecard card displays your metric total for the selected period, along with a comparison to your goal (if set) and your performance in the prior period.
Step 4: Drill Into the Details. Click on any location or provider name to open a detailed breakdown. Here you can view trends over time, filter by provider or location, and export data if needed.
Step 5: Set Goals (Recommended). To get the most out of Scorecards, set monthly or annual goals for your key metrics. Navigate to Settings > Goals to configure targets for Production, Collections, New Patients, and more. Learn how to set goals.
Frequently Asked Questions
Will I lose any historical data when the Analytics-only Production and New Patients Reports are deprecated? No. Your historical data is preserved and accessible through Scorecards. You can view past performance by adjusting the date range on any Scorecard.
Do I need to do anything before August 2026? We recommend familiarizing yourself with Scorecards before the Production and New Patient Reports are removed. Learn more here.
What if I use both reports regularly — will Scorecards replace both? Yes. You can use Scorecards to consolidate the Production and New Patients data into a single, unified view with your own selected variety of metrics.
Can I export data from Scorecards the way I could from the Legacy reports? Yes. Scorecards supports data export. Click into any Scorecard and look for the Export option in the upper right corner.
Need Help?
Our support team is here to make this transition as smooth as possible. If you have questions or need help finding a specific metric in Scorecards, contact us for assistance.