Reporting Module

🦷 Module Overview

The Reports module of Odontomy allows you to access all the information about your dental clinic in a clear and organized manner. From financial control to appointment tracking, treatments, services, inventory, and team tasks, you can consult key reports that help you make better decisions.

All reports are grouped by topic and offer:

Filters by date, location, professional, patient, status, type, and more
Visualization in tables or graphs
Export in PDF or Excel
Mobile, tablet, and computer adaptable view

🧾 1. Accounting and Financial Reports

Accounts Receivable

Overdue Accounts Receivable: List of pending payments that have surpassed their due date. It allows you to know who owes, how much, and since when.
Accounts Receivable Aging: Groups accounts by age to help you prioritize collections and understand the risk of uncollectibility.

Clinic Overview

Profit and Loss: Shows whether the clinic is generating profits or losses during a specific period.
Balance Sheet: Reflects the financial position: assets, liabilities, and equity.
Account Statement: Complete detail of the movements of a specific account.
Cash Flow Statement: Visualizes how money comes in and goes out of the business.

Income and Expenses

Expenses by Category: Classifies expenses by categories (supplies, laboratory, maintenance, services, administration).
Income vs Expenses: Direct comparison to evaluate whether there is a profit or loss.
Detailed Income / Expenses: Complete listing with amounts, dates, and concepts.
Income / Expenses by Date: Chronologically organized report.

Entities and Transfers

Report by Payer / Beneficiary: Allows you to know who generates income (patients/companies) or receives payments (suppliers/laboratories).
Transfers: Internal movements between accounts.

Profitability and Break-even

Break-even Point by Clinic: How much you need to bill to cover fixed and variable costs.
Profitability by Service: Identifies which services generate the highest margin (cleaning, orthodontics, implants, etc.).
Transactions by Service / Professional: Economic records associated with services and responsible parties.

📅 2. Agenda, Appointments, and Reservations Reports

Appointments by Status: pending, confirmed, canceled, completed, no-show.
No Show (Absences): tracking of patients who did not attend and their impact.
Schedule Occupancy: level of occupancy by day/week/month.
Appointments by Professional: workload and patient distribution.
Appointments by Service: actual demand by type of care.

🦷 3. Clinical and Treatment Reports

Treatments by Status: planned, in progress, completed.
Production by Professional: services performed, times, and volume.
Follow-ups and Controls: patients with upcoming or pending controls.
Most Requested Services: ranking by volume and income.
Clinical Notes and Progress: reports by categories and keywords (according to configuration).

🧑‍⚕️ 4. Staff and Activity Reports

Pending Tasks: assigned actions not yet completed.
Completed Tasks: what was done, when, and by whom.
Scheduled Events: planned activities in the calendar.
Productivity by User: volume of activity by role (reception, dentist, assistant).

📦 5. Inventory and Purchases Reports

Inventory

Stock by Location: where supplies are and how much is available.
Stock by Type: classification (materials, disposables, instruments, medication, etc.).
Inventory History: entries and exits by period.
Inventory Consumption: how much is used and in what context (service, professional, location).
Low Stock Alerts: critical supplies with pending replenishment.

Purchases and Suppliers

Purchases by Supplier: analysis of spending and dependency.
Expenses by Supplier Category: laboratory, supplies, maintenance, services.
Pending Payments to Suppliers: control of obligations and due dates.

🛒 6. Store and Sales Reports

Sales by Status: pending, confirmed, completed, canceled.
Pending Payments: sales made with amounts to collect.
Best-selling Products: ranking by volume and income.
Main Clients: clients with the highest billing.
Sales by Date: daily/weekly/monthly evolution.

📋 7. Customized Reports

If you need tailored reports, Odontomy allows you to build customized views:

Select the area (agenda, treatments, billing, inventory, etc.)
Configure columns, filters, order, and groupings
Export as Excel or PDF

This module provides you with a comprehensive view of the clinic's status so you can make more informed decisions, with clear, traceable, and updated data.