> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports and statements

> The printable summary report, the income statement, the referral statement and Quick Reports.

## 🧾 Reports

**Analytics → Reports** sums up the clinic for the chosen dates and branch on one page: patients, appointments, attendance hours, messages sent, operations, invoices, payments (with refunds and insurance), income, expenses, bank fees and the final profit.

<img src="https://mintcdn.com/dentolize/eX9LS21U5MDCF5XK/images/en/analytics/reports.webp?fit=max&auto=format&n=eX9LS21U5MDCF5XK&q=85&s=a8486037f9a53f0da353f2fcb21b83f4" alt="Reports" className="mx-auto rounded-lg" style={{ width:"100%" }} width="2780" height="1700" data-path="images/en/analytics/reports.webp" />

Click the print icon to print it, for example at the end of each month.

## 📈 Income Statement

**Analytics → Income Statement** shows the profit and loss for the period: **Revenue** (operations, income, diagnostic fees), **Cost of Revenue**, **Gross Profit**, **Operating Expenses**, **Operating Profit**, taxes, other expenses and bank fees, and the **Net Profit**.

<img src="https://mintcdn.com/dentolize/eX9LS21U5MDCF5XK/images/en/analytics/income-statement.webp?fit=max&auto=format&n=eX9LS21U5MDCF5XK&q=85&s=57eea18dbc23625e1facb4fe86be8bd9" alt="Income Statement" className="mx-auto rounded-lg" style={{ width:"100%" }} width="2780" height="1700" data-path="images/en/analytics/income-statement.webp" />

<Tip>
  Expenses are placed in the statement by their **Main Type** (Operating Expenses, Cost of Revenue, Taxes or Other), set for each expense type in [Clinic → Types](/en/setup-settings/basic-branch-settings).
</Tip>

## 📣 Referral Statement

**Analytics → Referral Statement** shows the same totals by referral source, so you can see which marketing brings in the most revenue. Tick **New Customers Only** to count only patients whose first payment was in the chosen dates.

## ⚡ Quick Reports

**Analytics → Quick Reports** has ready-made lists grouped by topic: finance and billing, patient activity, clinic workflow, appointments, inventory, and data quality.

<img src="https://mintcdn.com/dentolize/eX9LS21U5MDCF5XK/images/en/analytics/quick-reports.webp?fit=max&auto=format&n=eX9LS21U5MDCF5XK&q=85&s=3b04ce9223956afd560904ef23887466" alt="Quick Reports" className="mx-auto rounded-lg" style={{ width:"100%" }} width="2780" height="1700" data-path="images/en/analytics/quick-reports.webp" />

Click a report to open the list, already filtered. Click the star to keep a report at the top, or the copy icon to copy its link.
