Reporting & analytics

99 Reports. Zero Spreadsheet Exports.

Most practice software gives you a dashboard and an export button, and everything you actually want to know lives in the gap between them. PDental ships ninety-nine reports because clinics ask ninety-nine kinds of question.

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Revenue by month

Last 6 months
This month
182,400
Collected
94%
Outstanding
11,240
Oct
Nov
Dec
Jan
Feb
Mar

Saved reports

  • Doctor productivity
  • Schedule utilisation
  • Insurance ageing
  • Patient retention

The problem

The monthly export-and-pivot ritual

  • Every real question ends with someone exporting to a spreadsheet.
  • The numbers differ depending on who built the sheet and when.
  • By the time the report exists, the month it describes is over.
  • Nobody rebuilds last month's analysis, so trends never get watched.

What it does

99 Reports. Zero Spreadsheet Exports.

Financial reporting

Cash flow, daily revenue, tax, discounts, revenue by payment method, and outstanding-balance ageing — the set you need to close a month and the set you need to run a week.

Clinical and productivity reporting

Doctor productivity, schedule utilisation, procedure completion and cancellation analysis. Capacity and delivery measured from the same records that hold the treatment.

Growth reporting

Patient retention, drop-off, lifetime value, referral conversion and campaign ROI — the numbers that tell you whether the practice is compounding or churning.

Operational reporting

Insurance utilisation and claims ageing, inventory forecasting and expiry, lab turnaround and per-lab balances, attendance and task completion.

Favourites

Save the reports you actually run so they are one click the next morning, instead of finding them again each time.

What changes

The question already has a report

Ninety-nine of them exist precisely so the answer is a screen rather than a project.

Everyone quotes the same number

One source means the finance figure and the clinical figure stop disagreeing in meetings.

Trends get watched, not reconstructed

A saved favourite run weekly is a trend. A spreadsheet rebuilt annually is a snapshot.

Common questions

Can we still export to Excel if we want to?

Yes. Export exists — the aim is that it stops being the only way to answer a question, not that it is taken away.

Can we compare branches?

Branch comparison across revenue, utilisation and staffing is part of the multi-branch module, on top of the per-branch scoping in the reports themselves.

Are reports restricted by role?

Yes — reporting respects the same per-role, per-module, per-branch permissions as the rest of the platform, so financial reporting is not open to everyone by default.

See this module with your own data

We'll walk your scenarios through the live product — and tell you honestly if PDental is the wrong fit.

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