Configure SOE Exact Reports

For Dash Connect to read your practice data, SOE Exact needs to have its reporting output enabled. This is a one-time configuration on your Exact server.

1. On the server, open SOE Exact
2. Go to Tools → Options → Reporting
3. Enable External Report Access (the exact label may vary slightly depending on your version of Exact)
4. Set the report output folder to the path shown in the Dash Connect application
5. Save and close the options window

Once saved, Dash Connect will begin pulling data from Exact. Your first sync typically completes within a few minutes.