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Overview","\u002Fen\u002Ftreatment-plans\u002Foverview","en\u002F5.treatment-plans\u002F1.overview",{"title":247,"path":248,"stem":249},"Send & Print","\u002Fen\u002Ftreatment-plans\u002Fsend-and-print","en\u002F5.treatment-plans\u002F2.send-and-print",{"title":251,"path":252,"stem":253,"children":254},"Invoices & Payments","\u002Fen\u002Finvoices-and-payments","en\u002F6.invoices-and-payments\u002Findex",[255,256,260,264,268,272,276,280],{"title":251,"path":252,"stem":253},{"title":257,"path":258,"stem":259},"Invoices Overview","\u002Fen\u002Finvoices-and-payments\u002Finvoices-overview","en\u002F6.invoices-and-payments\u002F1.invoices-overview",{"title":261,"path":262,"stem":263},"Create and Edit an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fcreate-and-edit-invoice","en\u002F6.invoices-and-payments\u002F2.create-and-edit-invoice",{"title":265,"path":266,"stem":267},"Payments and Refunds","\u002Fen\u002Finvoices-and-payments\u002Fpayments-and-refunds","en\u002F6.invoices-and-payments\u002F3.payments-and-refunds",{"title":269,"path":270,"stem":271},"Credit and Debit Notes","\u002Fen\u002Finvoices-and-payments\u002Fcredit-and-debit-notes","en\u002F6.invoices-and-payments\u002F4.credit-and-debit-notes",{"title":273,"path":274,"stem":275},"Installment Plans","\u002Fen\u002Finvoices-and-payments\u002Finstallment-plans","en\u002F6.invoices-and-payments\u002F5.installment-plans",{"title":277,"path":278,"stem":279},"Attach a Document to an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fattach-document-to-invoice","en\u002F6.invoices-and-payments\u002F6.attach-document-to-invoice",{"title":281,"path":282,"stem":283},"Patient Discounts","\u002Fen\u002Finvoices-and-payments\u002Fdiscounts","en\u002F6.invoices-and-payments\u002F7.discounts",{"title":285,"path":286,"stem":287,"children":288},"Follow 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Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":67,"body":348,"dateModified":655,"datePublished":655,"description":656,"extension":657,"image":658,"links":658,"meta":659,"navigation":660,"path":68,"seo":661,"stem":69,"__hash__":662},"docs_en\u002Fen\u002F11.reports\u002F1.overview.md",{"type":349,"value":350,"toc":642},"minimark",[351,359,362,367,376,380,421,424,428,431,461,464,468,471,550,565,569,572,575,592,596,599,602,606,612,619,623,629,632,636,639],[352,353,354,355,358],"p",{},"Open ",[356,357,61],"strong",{}," from the main clinic workspace.",[352,360,361],{},"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.",[363,364,366],"h2",{"id":365},"what-can-clinic-teams-review-in-dentaltap-reports","What can clinic teams review in Dentaltap Reports?",[368,369,370],"blockquote",{},[352,371,372,375],{},[356,373,374],{},"Short answer:"," Dentaltap Reports helps clinic teams review activity, finances, inventory, provider performance, and salaries by date range, branch, report tab, and downloadable detail.",[363,377,379],{"id":378},"configuration-links","Configuration links",[381,382,383,393,400,407,414],"ul",{},[384,385,386],"li",{},[387,388,392],"a",{"href":389,"rel":390},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fbranches",[391],"nofollow","Branches and Rooms",[384,394,395],{},[387,396,399],{"href":397,"rel":398},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fusers",[391],"Users",[384,401,402],{},[387,403,406],{"href":404,"rel":405},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ffees\u002Fprocedures",[391],"Procedures",[384,408,409],{},[387,410,413],{"href":411,"rel":412},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ftemplates\u002Fdictionary?id=expenseCategories",[391],"Expense Categories",[384,415,416],{},[387,417,420],{"href":418,"rel":419},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ftemplates\u002Fdictionary?id=inventory",[391],"Inventory Categories",[352,422,423],{},"Reports depend on clean operational data. Branches, users, procedures, expense categories, and inventory categories all affect how totals are grouped and explained.",[363,425,427],{"id":426},"date-range-and-branch","Date range and branch",[352,429,430],{},"Use the top toolbar before reading a report:",[432,433,434,455,458],"ol",{},[384,435,436,437,440,441,440,444,440,447,450,451,454],{},"Choose a date range such as ",[356,438,439],{},"Today",", ",[356,442,443],{},"Yesterday",[356,445,446],{},"Last 7 days",[356,448,449],{},"Last 30 days",", or ",[356,452,453],{},"Custom",".",[384,456,457],{},"Select the branch when the clinic has multiple branches.",[384,459,460],{},"Open the report tab you need.",[352,462,463],{},"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.",[363,465,467],{"id":466},"report-tabs","Report tabs",[352,469,470],{},"Reports can include these tabs depending on user permissions:",[472,473,474,487],"table",{},[475,476,477],"thead",{},[478,479,480,484],"tr",{},[481,482,483],"th",{},"Tab",[481,485,486],{},"What it answers",[488,489,490,501,511,521,530,540],"tbody",{},[478,491,492,498],{},[493,494,495],"td",{},[356,496,497],{},"General",[493,499,500],{},"How the clinic performed overall: revenue, profit, expenses, best branch, and business ratios.",[478,502,503,508],{},[493,504,505],{},[356,506,507],{},"Visits",[493,509,510],{},"How appointments and patient attendance behaved: visits, new patients, no-shows, cancellations, bookings, and follow-up gaps.",[478,512,513,518],{},[493,514,515],{},[356,516,517],{},"Finances",[493,519,520],{},"How money moved: payments, invoices, procedures, credits, refunds, discounts, taxes, and debts.",[478,522,523,527],{},[493,524,525],{},[356,526,299],{},[493,528,529],{},"How stock moved: valuation, orders, order returns, sales, sales returns, profit, turnover, and write-offs.",[478,531,532,537],{},[493,533,534],{},[356,535,536],{},"Doctors",[493,538,539],{},"How providers performed: payments, procedures, visits, plans, occupancy, and ranking by selected metric.",[478,541,542,547],{},[493,543,544],{},[356,545,546],{},"Salaries",[493,548,549],{},"How salary totals are calculated: base pay, production, expenses, tax, and net salary.",[352,551,552,553,556,557,450,559,556,562,564],{},"Some users may see ",[356,554,555],{},"My Report"," instead of ",[356,558,536],{},[356,560,561],{},"Salary",[356,563,546],{},". That means their access is limited to their own report instead of the full team view.",[363,566,568],{"id":567},"summary-cards","Summary cards",[352,570,571],{},"The first row of each report usually contains summary cards. Use them for a fast answer before opening details.",[352,573,574],{},"Common card behavior:",[381,576,577,580,583,586],{},[384,578,579],{},"The large number shows the total for the selected period.",[384,581,582],{},"Smaller metrics explain what contributes to the total.",[384,584,585],{},"Trend chips show whether the value changed compared with the previous period.",[384,587,588,591],{},[356,589,590],{},"View Report"," opens the detailed records behind the number when a drilldown is available.",[363,593,595],{"id":594},"charts-and-lists","Charts and lists",[352,597,598],{},"Charts help explain where totals came from. They may group data by date, branch, speciality, payment type, appointment group, product, provider, or category.",[352,600,601],{},"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.",[363,603,605],{"id":604},"detail-reports","Detail reports",[352,607,608,609,611],{},"Click ",[356,610,590],{}," when you need the records behind a card. Detail reports commonly support paging, sorting, filtering, and download.",[352,613,614,615,618],{},"Many detail rows include patient contact or record context. When available, use ",[356,616,617],{},"Open Patient"," to jump from the report to the patient profile.",[363,620,622],{"id":621},"download-report","Download Report",[352,624,625,626,628],{},"Use ",[356,627,622],{}," in the top toolbar to export the active report. Some drilldown windows also include their own download action.",[352,630,631],{},"Exports are useful for accountant review, management meetings, payroll checks, inventory reconciliation, and supervisor follow-up.",[363,633,635],{"id":634},"access-and-permissions","Access and permissions",[352,637,638],{},"The tabs a user sees depend on reporting permissions. If a tab is missing, the user may not have access to that report type.",[352,640,641],{},"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.",{"title":643,"searchDepth":644,"depth":644,"links":645},"",2,[646,647,648,649,650,651,652,653,654],{"id":365,"depth":644,"text":366},{"id":378,"depth":644,"text":379},{"id":426,"depth":644,"text":427},{"id":466,"depth":644,"text":467},{"id":567,"depth":644,"text":568},{"id":594,"depth":644,"text":595},{"id":604,"depth":644,"text":605},{"id":621,"depth":644,"text":622},{"id":634,"depth":644,"text":635},"2026-07-18","Use Reports filters, branches, tabs, comparisons, drilldowns, and downloads.","md",null,{},true,{"title":67,"description":656},"laLOkZDWZUqsk2ovYTLux_j5kXGAhgWWwWB4srnZmNQ",[664,666],{"title":61,"path":62,"stem":63,"description":665,"children":-1},"Review clinic performance, visits, finances, inventory, doctors, and salary analytics.",{"title":71,"path":72,"stem":73,"description":667,"children":-1},"Review overall clinic revenue, profit, expenses, best branch, trends, and business ratios.",1784371847719]