Reports: Analytics, Financial Charts, and Marketing Insights

The Reports module is the analytics hub of FemeSalud, transforming raw appointment and consultation data into actionable intelligence. Clinic managers and physicians can review period-specific KPIs, trace monthly income trends over the last 12 months, identify which marketing channels drive the most new patients, and export a polished executive PDF for stakeholder review — all from a single, date-filtered interface.

Date Range Filter

All statistics, charts, and tables on the Reports page respond to a single date range selector at the top of the view.

Custom Range

Two date pickers (Desde / Hasta) let you define an exact start and end date. The page defaults to the last 90 days on load.

Quick Presets

Three shortcut buttons instantly reframe the analysis: 7 días, 30 días, and 90 días — each sets the end date to today and the start date accordingly.

Income figures throughout the Reports module are calculated exclusively from completada appointments that have a price set. Scheduled or cancelled appointments are counted for activity metrics but do not contribute to revenue totals.

Report Tabs

Vista General
Resumen Financiero
Canales de Marketing

The overview tab combines a summary KPI strip with a live upcoming-appointments table.

KPI Cards

Citas en Rango

Total number of appointments (any status) whose scheduled_at falls within the selected date range.

Completadas

Count of appointments with status = completada in the selected range.

Pacientes Nuevos

Number of patient records created within the selected date range, sourced from usePatientsCountByDateRange.

Ingresos

Sum of fees from all completada appointments with a price set in the selected range. Displayed in USD.

Upcoming Appointments Table (Planificación)

Below the KPIs, the Próximas citas table shows the next scheduled (programada) appointments starting from today, limited to the 10 closest entries. This section is independent of the date range filter — it always shows what is immediately ahead.

Column	Description
Fecha / Hora	Date in `DD Mon` format plus 24-hour time (e.g., `15 ene · 09:30`)
Paciente	Patient’s full name
Médico	Treating doctor resolved from the doctor map
Motivo	Appointment reason, or `—` when not specified

The financial tab visualises income history to help the practice identify revenue peaks and seasonal patterns.

Monthly Income Bar Chart

An interactive bar chart (powered by Recharts) plots the last 12 months of collected income from completada appointments. Each bar represents one calendar month, labelled as Mes 'YY (e.g., Ene ‘25). Hovering a bar shows the exact amount formatted in Spanish locale (e.g., $1.250).The chart is calculated from all time appointment data — not restricted to the active date range — so the trend is always visible regardless of the period filter.

Monthly Breakdown Table

Alongside the chart, a sortable breakdown table lists each month in reverse chronological order with the total amount invoiced, providing a precise figure for reporting or reconciliation.

Column	Description
Mes / Año	Full month name and year (e.g., Enero 2025)
Monto ($)	Total income from `completada` appointments in that month

The marketing tab reveals how patients discover the clinic by aggregating the contact_channel field from consultation records within the selected date range.

Channel Performance

Each registered channel is displayed as a labelled progress bar showing its share of total consultations, alongside a donut chart for a visual proportion overview.

Column	Description
Canal	Channel name as recorded on the consultation
Consultas	Number of consultations where this channel was recorded
Porcentaje	Share of all consultations with a recorded channel (e.g., `42.3%`)

Channels are sorted by consultation count descending. Only consultations that have a non-null contact_channel value are counted; the total used for percentage calculation excludes records with no channel.

Fill in contact_channel on every consultation to get reliable marketing data. When staff register a new consultation, they should always record how the patient heard about the clinic. Incomplete data skews the percentages and may cause high-performing channels — such as word-of-mouth referrals — to appear underrepresented.

Executive PDF Export

Clicking Exportar Reporte Ejecutivo calls exportPDF(), which dynamically imports jsPDF and jspdf-autotable to build a multi-page A4 document. The report is saved as:

femesalud-reporte-ejecutivo-[from]-[to].pdf

For example: femesalud-reporte-ejecutivo-2025-01-01-2025-03-31.pdf

Report Structure

The PDF is organised into three numbered sections, each rendered as a styled grid table with a mauve header row:

Clinic Header and Title

The document opens with the clinic’s address, phone number, RIF (if configured), and trade name in the same format used on individual receipts. The report title REPORTE ANALÍTICO Y EJECUTIVO is underlined at the centre. The selected date range and generation timestamp are printed below the title.

Section 1 — Resumen de Indicadores Clave

A six-row KPI table covering the selected period:

Indicador	Tipo
Ingresos Totales (Citas Completadas)	Financiero
Pacientes Nuevos Registrados	Marketing
Citas Totales Agendadas	Operativo
Citas Completadas	Operativo
Citas Programadas (Pendientes)	Operativo
Citas Canceladas	Operativo

Section 2 — Canales de Adquisición de Pacientes

A table listing every marketing channel recorded in consultations within the date range, with the consultation count and percentage impact. Rows are sorted by count descending.

Section 3 — Desglose Histórico de Ingresos

A two-column table showing total income per month for the last 12 months, independent of the date range filter. Useful for year-over-year context in board or investor presentations.

Every page of the PDF includes:

A clinic logo watermark at 3% opacity centred on the page
A footer with the text FemeSalud — Reporte Ejecutivo de Gestión on the left and Página X de Y on the right

Marketing Channels Reference

The contact_channel field on a consultation record tracks the acquisition source for each patient visit. Staff select the appropriate value from a fixed list when registering a consultation.

Channel	Description
WhatsApp	Patient contacted the clinic via WhatsApp
Instagram	Discovered through the clinic’s Instagram profile
Facebook	Reached via Facebook page or ads
Radio	Heard about the clinic through a radio broadcast
Recomendado	Referred by another patient, friend, or colleague
Prensa	Learned about the clinic through a newspaper or press outlet
Volante	Received a printed flyer or leaflet
Otro	Any other acquisition source not covered by the above

Getting Started

Core Modules

Finance & Reports

Administration

Deployment

Reports: Analytics, Financial Charts, and Marketing Insights

Date Range Filter

Custom Range

Quick Presets

Report Tabs

KPI Cards

Citas en Rango

Completadas

Pacientes Nuevos

Ingresos

Upcoming Appointments Table (Planificación)

Monthly Income Bar Chart

Monthly Breakdown Table

Channel Performance

Executive PDF Export

Report Structure

Marketing Channels Reference

Build docs developers (and LLMs) love

Getting Started

Core Modules

Finance & Reports

Administration

Deployment

Documentation Index

​Date Range Filter

Custom Range

Quick Presets

​Report Tabs

​KPI Cards

Citas en Rango

Completadas

Pacientes Nuevos

Ingresos

​Upcoming Appointments Table (Planificación)

​Monthly Income Bar Chart

​Monthly Breakdown Table

​Channel Performance

​Executive PDF Export

​Report Structure

​Marketing Channels Reference

Build docs developers (and LLMs) love

Date Range Filter

Report Tabs

KPI Cards

Upcoming Appointments Table (Planificación)

Monthly Income Bar Chart

Monthly Breakdown Table

Channel Performance

Executive PDF Export

Report Structure

Marketing Channels Reference