Financial Reports

MyDentalPractice provides comprehensive financial reporting to help you understand your clinic's revenue, expenses, and overall financial health.

Accessing Reports

Navigate to Analytics → Financial Reports from the sidebar. You will see the reporting dashboard with key metrics and report options.

Available Reports

Revenue Summary

The primary financial overview showing:

Total Revenue — All payments received in the selected period

Outstanding Balance — Total unpaid invoices

Revenue by Treatment — Breakdown by procedure type

Revenue by Dentist — Earnings per provider

Revenue by Payment Method — Cash, card, transfer, online

Daily Collection Report

A day-by-day breakdown ideal for end-of-day reconciliation:

Select the date range

View payments received each day

Compare against invoices generated

Identify any discrepancies

Monthly Comparison

Compare financial performance across months:

Revenue trends over 12 months

Month-over-month growth percentage

Average revenue per patient visit

Average invoice value

Treatment Profitability

Analyze which treatments generate the most revenue:

Metric	Description
Revenue per Treatment	Total revenue by treatment type
Average Price	Mean price charged per treatment
Volume	Number of times each treatment was performed
Percentage of Revenue	Each treatment's share of total revenue

Accounts Receivable

Track outstanding payments:

Invoices overdue by 30, 60, and 90+ days

Total outstanding by patient

Aging summary chart

List of patients with highest balances

Generating a Report

Select the report type from the dashboard

Set the date range using the date picker

Apply optional filters (dentist, treatment type, payment method)

Click Generate Report

The report displays on screen with charts and tables

Exporting Reports

All reports can be exported in multiple formats:

PDF — Formatted report with charts, ready for printing or sharing

CSV — Raw data for import into Excel or accounting software

Excel — Formatted spreadsheet with multiple tabs

Click the Export button in the top right of any report to choose the format.

Scheduled Reports

Set up automatic report delivery:

Open any report

Click Schedule

Choose frequency: Daily, Weekly, or Monthly

Enter the email addresses for delivery

Click Save Schedule

Scheduled reports are sent as PDF attachments at the start of each period.

Tax Reporting

For tax compliance, generate a tax summary:

Go to Analytics → Financial Reports → Tax Summary

Select the tax year

View total revenue, tax collected, and deductible expenses

Export for submission to your accountant

For invoice management, see Creating Invoices. For insurance-related billing, see Insurance Claims.

Financial Reports