Reports

The clinic's reporting hub. reports is a read-only module that aggregates data from the business modules (billing, budgets, agenda) into dashboards. Other modules can add their own reports to the dashboard through the reports.categories slot — for example, payments contributes the payments report (see payment reports).

Screens

• Reports dashboard — entry point with one card per report family.
• Billing — totals invoiced, by series, by payment method, evolution.
• Budgets — conversion, time in each state, rejection / closure reasons.
• Agenda and occupancy — busy hours, no-shows, cancellations, professional mix.

Quick reference

Action	Required permission
View the dashboard	any of the three permissions below
See billing reports	reports.billing.read
See budget reports	reports.budgets.read
See agenda reports	reports.scheduling.read
See payment reports (contributed by payments)	payments.reports.read

Related modules

• Billing, budgets, agenda — sources of the aggregated reports.
• Payments — contributes the payments card via the reports.categories slot.
• Catalog, patients — references and enrichments in aggregated rows (treatment category, patient, professional).