Reports

Route

/dashboard/reports

Who can use it

Admin, by default

Needs first

Trading history — reports are empty on a new tenant

The analytical view of the clinic, over a date range you choose rather than the dashboard's fixed windows. This — not the dashboard cards — is what you use for anything you will act on financially.

• Revenue — billed against collected over time, by service and by doctor.
• Appointments — volume, completion rate, cancellations and no-shows.
• Patients — new registrations against returning, and demographic breakdowns.
• Clinical activity — prescriptions, lab orders and imaging by period and by clinician.
• Inventory — consumption and spend.

Set the date range first, then read. Reports can be exported for anyone who needs the numbers outside the system.