DOMA logo DOMADental Office Managers Alliance
Free guide for dental office managers
Free guide

The 10 Reports Every Dental Practice Should Run Every Month

What each report tells you, which numbers are red flags, and who owns the follow-up.

By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.

Instant access

Get the free eBook

Enter your details below to receive immediate access to the guide.

By submitting, you agree to DOMA's Terms of Use and Privacy Policy.

The 10 Reports Every Dental Practice Should Run Every Month eBook cover
  • ✓ The 10 reports to run every month, in one list
  • ✓ Which numbers are red flags in each report
  • ✓ Who owns the follow-up for each number
  • ✓ Production, collections, A/R and insurance aging explained
Inside the guide

What you'll get from this guide

What each report tells you, which numbers are red flags, and who owns the follow-up.

01

Your Practice Is Telling You Something

Which numbers deserve your attention, and who should own the follow-up.

02

Why Monthly Reporting Matters

What happened? Why did it happen? What are we doing about it?

03

Production & Collections Reports

Report #1: Production Report. Report #2: Collections Report.

04

Accounts Receivable & Insurance Aging Reports

Money owed to your practice should never sit idle without active management.

05

Unscheduled Treatment & Hygiene Recall Reports

Report #5: Unscheduled Treatment Report. Report #6: Hygiene Recall Report.

06

No-Show & Cancellation Report and New Patient Report

Report #7: No-Show & Cancellation Report. Report #8: New Patient Report.

Kyle Summerford, founder of DOMA
About the author

Meet Kyle Summerford

Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.

As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.

This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.

Run your next month-end with a plan

Complete the form to receive the free guide and start putting it to work in your practice.

Get the free guide
© 2026 DOMA. All rights reserved.