Reports

The clinic's reporting hub. reports is a read-only module that aggregates data from the business modules (billing, budgets, agenda) into dashboards. The dashboard shows a drill-down chip for each report family it can reach, including the payments report owned by the payments module (see payment reports); each chip appears only for users who hold that family's read permission.

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`
See financial aging + trend	`reports.financial.read`
See patient demographics + visits	`reports.patient_stats.read`
See operational productivity	`reports.operational.read`

New in v0.2.0 — report families

Financial (reports.financial.read): outstanding aging buckets and monthly issued totals, invoice axis only, with ?format=csv. The dashboard aging card reads these numbers.
Patient stats (reports.patient_stats.read): as-of-now demographics (age bands, gender, area with explicit unknowns) and new-vs-returning visit frequency, with ?format=csv. No dedicated screen yet — ask the copilot or export the CSV.
Operational (reports.operational.read): completed appointments per professional and cabinet plus the treatment-plan pipeline, with ?format=csv. No dedicated screen yet.

Billing, budgets, agenda — sources of the aggregated reports.
Payments — owns the payments report the dashboard links to.
Catalog, patients — references and enrichments in aggregated rows (treatment category, patient, professional).