Reports and Analytics

Reports and Analytics

The "Reports" module provides detailed information about revenue, services, and medications at your clinic.

It allows:

• Financial results analysis
• Tracking of performed services
• Medication monitoring
• Data filtering and export

Viewing Reports

At the top, you can select a period:

• Day
• Week
• Month
• Year
• Custom period

The system automatically updates data according to the selected range.

Financial Summary

You will see key indicators:

• Total revenue
• Revenue from medications
• Revenue from services
• Commissions (if applicable)

These values update dynamically based on filters.

Filtering Data

You can filter reports by:

• Employee
• Type (services / medications)
• Currency
• Payment status

Filters allow for more accurate business analysis.

Details Table

The table shows:

• Date
• Patient
• Employee
• Medication or procedure
• Employee percentage
• Quantity
• Price

This allows you to track every transaction.

Exporting Reports

Click "Export" to download the data.

Export allows for:

• External analysis
• Accounting reports
• Archiving

Tips