Reports

The day-end report

Reports (the day-end report) is the closing snapshot of one clinic day: what was collected, how many consults were done, how the day's revenue breaks down by payment method and by doctor.

• Collected — total revenue taken in that day, with the number of invoices.
• Consults done — completed appointments out of the day's total.
• New patients — first-visit patients registered that day.
• Outstanding — total on unpaid invoices from the day.

Picking a date

1. 1Open Reports.
2. 2Use the date picker at the top-right to choose any past day (future dates aren't selectable).
3. 3The report reloads for that date automatically.

Breakdown by payment method and by doctor

Two cards sit alongside the appointment breakdown: Collections by method shows how much came in as cash, UPI and card (with a count per method), plus the day's total billed versus outstanding. Consults by doctor ranks each doctor by how many consults they closed that day, with a bar showing their share relative to the busiest doctor.

Appointment & doctor reports

Beyond the day-end view, Reports also covers longer-range analytics: appointment trends by month and weekday and by specialty, monthly revenue trend with new-patient counts, and a per-doctor performance report (appointments, completion rate and revenue) over a chosen date range.

Exporting

Export CSV downloads that day's invoices as a spreadsheet — invoice number, patient, subtotal, discount, GST, total, status and created time.

Printing the report

Click Print to get a clean A4 printout of the day-end report — the clinic name and report date are added as a header, and all the on-screen controls (date picker, buttons) are hidden automatically so only the report content prints.