Reports and analytics
Read the clinic operation from one connected overview
Reports and analytics in Modirify turn the clinic records used in daily work into an operational overview. The period dashboard, daily and weekly breakdowns, doctor revenue, service statistics with cost linkage and inventory variance views read from live operational data through server-side aggregates. Doctor and service filters can be combined so the clinic can move from a broad period signal to the relevant operating context without rebuilding the figures in a separate file.
Direct answer
What does the analytics overview show?
It shows period KPIs and time breakdowns from current operational records, then supports review of doctor revenue, service statistics linked to recorded cost, and inventory variance. Doctor and service filters work together across the available views. The dashboard is the overview: the full service-cost method remains in Service economics, while movement and stocktake investigation remains in Inventory and stocktake.
01Reports and analytics
Available reports and limits follow the active plan and the operational data recorded by the clinic.
Core capabilities
Connected views from recorded clinic operations
Available reports and limits follow the active plan and the operational data recorded by the clinic.
Daily and weekly breakdowns that expose how activity changes inside the selected period.
Doctor revenue views for the selected period and the available doctor and service filters.
Service statistics connected to available recorded cost information.
Cross-filtering by doctor and service so related views use the same review context.
Inventory variance analytics that connect count differences to the wider operational overview.
Overview first, evidence next
Move from a period signal to its operating context
The reports summarize live records; the source workflows retain the detailed method and history.
Set the period before reading the headline
The KPI dashboard begins with the selected reporting period. That boundary matters because a figure has meaning only when the reader knows which operational records it includes. The overview brings the available headline indicators together so the clinic can orient itself before opening a time, doctor, service or inventory view. It supports review; it does not replace checking the underlying record when a signal needs explanation.
Use daily and weekly breakdowns to see the shape of activity
A period total can hide where activity was concentrated. Daily and weekly breakdowns separate the selected interval into useful time views so the clinic can see how recorded operations developed within it. The breakdown is derived from the same operational data as the overview, which keeps the time view connected to the period rather than requiring a manually copied spreadsheet.
Review doctor revenue inside the chosen context
Doctor revenue can be reviewed for the selected period and narrowed with the available doctor and service filters. The figure reads from the live operational records used by the product. It is an operational revenue view, not the entire method for calculating clinic profitability or service margin. Commission rules, fixed cost, materials and chair time remain part of the finance and service-pricing workflow.
Connect service statistics to recorded cost
Service statistics show the available activity for clinic services and link that review to recorded cost information. This helps the team compare service activity with the cost context already present in the system. The analytics page owns the overview and comparison path; the full method for cost per operating hour, material components, commission, profit and margin remains in the Service economics pillar.
Cross-filter by doctor and service
Doctor and service filters can be used together. A clinic can narrow the period to a practitioner, a service or their intersection and keep the available related views in the same context. Cross-filtering is valuable because it prevents one card from describing all doctors while another silently describes one service. The chosen context remains visible as the user moves through the analytics views.
Bring inventory variance into the operational overview
Inventory variance analytics expose the difference between recorded system quantity and physical count in the reporting context. The view helps the clinic identify which variance deserves investigation. It does not replace the stocktake record: receipt, issue and adjustment movements, consumption history, count snapshots, and controlled close or reopen actions remain in the Inventory and stocktake pillar.
Read live operational data through server-side aggregates
The reports are not a separately maintained presentation of copied figures. They read from live operational data, while server-side aggregate functions calculate the period KPIs and breakdowns used by the dashboard. This keeps the overview tied to current recorded operations. As with any operational report, missing or incorrectly recorded source activity affects what the aggregate can show, so unusual results should be checked against their source records.
Keep overview and method in their proper places
The analytics page answers what changed in the selected period and where the clinic should look next. Service economics explains how cost, profit and margin are constructed. Inventory and stocktake explains how quantities, movements, consumption and count variance are investigated. Linking these pillars preserves a clear route from an overview signal to the detailed method without duplicating the same explanation on every page.
Workflow
From period overview to a verified follow-up
Use the aggregate to focus attention, then inspect the source workflow.
Choose the period
Set the reporting interval that should govern the KPI dashboard and time breakdowns.
Read the overview
Review the available headline indicators before narrowing the question.
Apply doctor and service filters
Use either filter or combine them so related views keep the same operating context.
Open the relevant breakdown
Review daily or weekly activity, doctor revenue, service statistics or inventory variance.
Verify the source record
Follow the linked finance, service or stocktake workflow when a signal requires an explanation or action.
Operational value
Why a connected overview matters
One reporting context
The period, doctor and service choices carry through the available views instead of producing disconnected figures.
A shorter route to the question
Daily, weekly, revenue, service and variance views help identify which source workflow deserves review.
Overview without method duplication
The dashboard summarizes operations while finance and inventory pillars retain their detailed calculations and audit paths.
Clear answers
Frequently asked questions
Are the reports based on copied exports?
No. The dashboard reads live operational data and uses server-side aggregates for the available period KPIs and breakdowns.
Can doctor and service filters be combined?
Yes. The available analytics views support cross-filtering by doctor and service within the selected period.
Does doctor revenue equal clinic profit?
No. It is an operational revenue view. The full cost, commission, profit and margin method is explained in Service economics.
Where is inventory variance investigated?
Analytics surfaces the variance overview; movement history, consumption, count snapshots and controlled stocktake actions remain in Inventory and stocktake.
Do reports correct missing source data?
No. Aggregates summarize recorded operational data, so an unusual result should be checked against its underlying records.
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A cloud platform that helps dental clinics manage everyday work in one place.
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