The Reports hub turns the data you capture every day into views you can filter, read and print. Click any card to open that report.
The five reports
- Patient — a detailed report on the patients of your clinic; useful for demographics, activity and follow-up lists.
- Appointment — upcoming and past appointments, for load planning and no-show review.
- Treatment — procedures performed on patients, for clinical and production analysis.
- Transaction — a complete money report — charges, receipts and balances — for reconciliation and accounting.
- Lab — every lab job with its status, so you can see what’s out, overdue or back.
Using a report
Each report opens on its own page with date-range and other filters so you can narrow to exactly the period or category you need, and a print option for a hard copy or PDF. Reports are read-only — they never change your data — so they’re safe to explore.
The pattern is the same across all five: set the filters at the top (dates, and any report-specific options), the table below updates to match, and Print produces a clean copy for the file, an accountant or a meeting. Because they draw straight from your live data, the reports are always current the moment you open them.
