Reports
The Reports page is where your practice's data turns into decisions. Every report runs against your local database, so even sensitive analyses never leave your device.
Reports do not run on a schedule. They compute every time you open them, so the data is always current as of the moment you click.
Running a Report
Open the Reports Page
From the sidebar, click Reports. The page is divided into report categories: financial, operational, inventory, and patients.
Pick a Report
Click a report card. Each opens in place with its data table or chart. Reports compute on demand from your local database, so even large date ranges take a second or two at most.
Adjust the Date Range
Most reports have a date-range picker. Default ranges include "This month", "Last month", "Last 6 months", "Year to date", and "Custom". Custom lets you pick any start and end date.
Read the Data
Reports surface raw tables and aggregate cards (totals, averages, growth rates). Charts use bar and line visualizations for time-series data. Hover any data point for the exact value.
Export When You Need It
Click Export to download the report as CSV. Open in Excel, Numbers, or Google Sheets for further analysis, or share with your accountant.
HM Praxis exports CSV deliberately - it works with every tool. If you need a PDF, use your OS's print-to-PDF after opening the export in a spreadsheet.
Financial Reports
- Revenue, cost, and profit for any date range, broken down by month
- Monthly trends across the last 6 to 12 months for spotting growth or decay
- Top services by revenue showing your most profitable services
- Patient cost analysis ranking patients by lifetime revenue and visit cost
- Financial trends with growth rate, profit margin, and next-month projection
- Receivables showing unpaid invoices and ageing
Operational Reports
Appointment volume
Total, completed, cancelled, and no-show counts per month. Completion rate (completed / scheduled) trends over time.
Staff utilization
Appointments by assigned staff member, with hours booked vs. available. Surfaces underused or overloaded staff.
New vs. returning patients
Track patient acquisition and retention by month.
Treatment plan progress
Active plans, completion rate, average duration. Useful for capacity planning on long-running cases.
Inventory Reports
- Top-used materials by quantity and frequency over a date range
- Monthly material cost trends
- Upcoming reservations showing planned material use across all booked appointments
- Stock-level snapshot for any moment in your inventory history
- Low-stock log tracking when items dipped below their minimums
Trend Forecasting
The financial-trends report computes simple projections based on your historical data:
- Next-month revenue projection from the last 6 months
- Next-month profit projection
- Appointment volume projection
- Profit-margin comparison: current month vs. 6-month average
- Completion-rate trend
The forecast extrapolates from your past. It does not know about seasonality, planned promotions, or staffing changes - treat it as a baseline, not a target.
Where the Numbers Come From
Every report runs SQL against your local SQLite database. No data is sent to rb-devops.com for aggregation. If you sync with other devices in your organization, reports reflect the synced data, but the computation still happens locally on whichever device you are on.
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