User Query

User Query



If you want data that cannot be found in Standard Reports, you can often generate a custom report with user queries that has it. 

To access the main Queries section, click "Reports" on the main menu, then select "User Query." You also have the option to save Queries as Favorites for quick access. These are found under "Reports" and "User Query Favorites."

Running a Query 

Open the User Query window.


Copy/ paste your Query into the white box on the top left or click the Favorites button to pull up the list of your favorites and select your preferred Query. 

As an example, we'll be running a Query to see all claims sent on a specific date that are still open. 
Sample Query
  1. /*All Claims Sent on a Specific Date That Are Still Open*/
  2. SELECT * FROM claim
  3. WHERE DateSent ='2021-12-30'
  4. AND ClaimStatus='S'
  1. The "WHERE DateSent" line indicates we're looking for information related to December 30, 2021. It can be changed to any date.
  2. The AND "ClaimStatus" line indicates the status is sent.


Once the query is added to the white box and any edits such as dates are made, simply click the Submit Query button. The data will populate on the lower half of the User Query window as shown below.


Printing a Query Report

Some query reports have many columns and will not print nicely, so preview how yours will print by clicking the Print Preview button before printing.

You can return to the previous view by clicking the Query View button or print it by clicking the Print button. The report will automatically be routed to your default printer.

If you're not happy with the preview, try exporting the file to Excel.

Exporting a Query Report

Click the Export button. The Save As system window will open.


By default, any reports you export will be saved as a TXT file to your FreeDentalExports folder. You can change the destination folder and the file type. Choose "Excel File" in the file type to make your report easier to read. 

Saving a Query to Favorites

If you'd like to be able to run the same query faster in the future, click the Add to Favorites button. The Edit Favorite window will open with the Query text pre-populated.


Give the Query a title that makes it easy to identify and add an export file name if desired, then click OK. The Query will now appear in your User Query Favorites List.

Commonly Used Queries

Practice-Web Support has quick access to more than 1,000 pre-made queries. If your office has paid Support, please contact our Support team and let them know what kind of data you'd like. If the information you need is available through a query that's already been written, our team is happy to provide you with the query text at no charge.

Creating Custom Queries

If you understand Query methodology, you can create your own queries. Practice-Web can also write custom queries for you for a fee. Contact us if you'd like to explore this option.

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