Reports Overview
Open Reports from the main clinic workspace.
Reports are organized into tabs. Each tab answers a different clinic question: overall business health, visit activity, financial activity, inventory movement, provider performance, or salary calculation.
What can clinic teams review in Dentaltap Reports?
Short answer: Dentaltap Reports helps clinic teams review activity, finances, inventory, provider performance, and salaries by date range, branch, report tab, and downloadable detail.
Configuration links
Reports depend on clean operational data. Branches, users, procedures, expense categories, and inventory categories all affect how totals are grouped and explained.
Date range and branch
Use the top toolbar before reading a report:
- Choose a date range such as Today, Yesterday, Last 7 days, Last 30 days, or Custom.
- Select the branch when the clinic has multiple branches.
- Open the report tab you need.
Most cards compare the selected period with the previous matching period. For example, if you select the last 30 days, the trend compares against the previous 30 days.
Report tabs
Reports can include these tabs depending on user permissions:
| Tab | What it answers |
|---|---|
| General | How the clinic performed overall: revenue, profit, expenses, best branch, and business ratios. |
| Visits | How appointments and patient attendance behaved: visits, new patients, no-shows, cancellations, bookings, and follow-up gaps. |
| Finances | How money moved: payments, invoices, procedures, credits, refunds, discounts, taxes, and debts. |
| Inventory | How stock moved: valuation, orders, order returns, sales, sales returns, profit, turnover, and write-offs. |
| Doctors | How providers performed: payments, procedures, visits, plans, occupancy, and ranking by selected metric. |
| Salaries | How salary totals are calculated: base pay, production, expenses, tax, and net salary. |
Some users may see My Report instead of Doctors, or Salary instead of Salaries. That means their access is limited to their own report instead of the full team view.
Summary cards
The first row of each report usually contains summary cards. Use them for a fast answer before opening details.
Common card behavior:
- The large number shows the total for the selected period.
- Smaller metrics explain what contributes to the total.
- Trend chips show whether the value changed compared with the previous period.
- View Report opens the detailed records behind the number when a drilldown is available.
Charts and lists
Charts help explain where totals came from. They may group data by date, branch, speciality, payment type, appointment group, product, provider, or category.
Lists are usually used when the clinic needs to compare users, products, orders, sales, or salary rows. Use search and sorting inside a list when the report has many records.
Detail reports
Click View Report when you need the records behind a card. Detail reports commonly support paging, sorting, filtering, and download.
Many detail rows include patient contact or record context. When available, use Open Patient to jump from the report to the patient profile.
Download Report
Use Download Report in the top toolbar to export the active report. Some drilldown windows also include their own download action.
Exports are useful for accountant review, management meetings, payroll checks, inventory reconciliation, and supervisor follow-up.
Access and permissions
The tabs a user sees depend on reporting permissions. If a tab is missing, the user may not have access to that report type.
For example, a provider may be allowed to view only their own doctor report or salary report, while a manager can review the full clinic team.