- What is the Doctor Appointment Report page?
 

The Doctor Appointment Report page is a management and performance analysis screen that shows how appointments and revenues are distributed among doctors and appointment types within the organization.
 

This page is not for scheduling appointments.

It was built specifically for analysis, comparison, and decision-making.
 

In simple terms:
 

This page answers the question: “Which doctor performed which services, how many times, and how much revenue did each service generate?”

- Why does this page exist (main purpose)
 

In clinics, hospitals, and service-based organizations, management needs to see data regarding:
 

• Doctor performance

• Service popularity

• Revenue distribution

• Activity by branch

• Appointment trends over time
   

Without this report:
 

• Data is scattered among appointments

• Doctor performance is unclear

• Financial planning becomes guesswork
   

This page brings clarity, structure, and measurable insight.
 

- What is this page used for (actual use)
 

The Doctor Appointment Report is mainly used by:
 

• Clinic owners

• Medical directors

• Operations managers

• Finance teams

• Branch managers
   

Typical questions it answers
 

• Which doctor generated the highest revenue?

• Which treatments are most popular?

• How many procedures did each doctor perform?

• How do performances differ between branches?

• How did doctors perform during a specific period?
   

- Big Picture: How the Report is Structured
 

Appointment records
        +
Doctor assignments
        +
Appointment types
        +
Costs
        ↓
Grouped, calculated, displayed
        ↓
Doctor vs. Appointment Type Matrix
 

This creates a clear comparison grid that management can instantly understand.
 

- Visual Layout – How the page looks to users
 

When users open the page, they see:
 

• Standard application header and navigation

• The reports section highlighted

• A clean filter bar at the top

• A wide, scrollable report table below
   

The design is intentionally table-based, as this is an analysis page, not a form.
 

- Filters – Controlling the Report View
 

At the top of the page, users can control which data is displayed.
 

Branch Filter
 

• Limits the report to a specific clinic or location

• Automatically adjusts doctors and services based on the branch

• Helps compare branch performance independently
   

Date Range Filter
 

• Allows analysis for:
   

  • Daily

  • Weekly

  • Monthly

  • Custom periods
     

• Enables comparison of trends over time
   

Apply Action
 

• Applies the selected filters

• Reloads the report instantly

• No page refresh needed
   

⚙️ Doctor Selection Settings – Custom Reporting
 

Not every user wants to see all doctors.
 

The Doctor Settings panel allows users to:
 

• Select which doctors appear in the report

• Remove irrelevant doctors

• Rearrange doctors for better comparison
   

Why this is important
 

• Managers focus on active doctors

• Branch heads see only their team

• Cleaner, more readable reports
   

Selections are saved per user, so the report always opens the way they prefer.
 

- The Report Table – The Core of the Page
 

This table is the heart of the report.
 

Table Structure Explained
 

Rows → Appointment Types
 

Each row represents:
 

• A service

• A procedure

• A type of treatment
   

Examples:
 

• Skin treatment

• Surgery

• Consultation

• Therapy session
   

Columns → Doctors
 

Each column represents:
 

• One doctor

• Displayed horizontally for comparison
   

Cell Values → Performance Metrics
 

Each cell displays:
 

Number of appointments / Total cost

Example:
 

• 25 / 7,400

• Meaning: 25 appointments generated a total cost of 7,400

- Smart Calculations (What the system does automatically)
 

The system calculates everything for you:
 

• Counts how many appointments each doctor performed

• Sums the cost of those appointments

• Groups results by appointment type

• Adds totals for each doctor
   

Users don't calculate — they interpret.
 

- Total Sum Row – Instant Financial Summary
 

At the bottom of the table:
 

• The total sum row displays the total revenue for each doctor

• Always visible (sticky)

• Provides immediate insight into:

  • Top earning doctors

  • Revenue distribution
     

This row is often the first thing management checks.
 

- Sticky Table Design – Built for Large Data
 

Because reports can be wide and long:
 

• Appointment types remain visible when scrolling horizontally

• Doctor names remain visible when scrolling vertically

• Totals remain visible at the bottom
   

This ensures users never lose context, even with large datasets.
 

- Export to Excel – Taking the Report Outside the System
 

With one click, users can export the report to Excel.
 

The export includes:
 

• Selected doctors

• Selected date range

• Selected branch

• Number of appointments

• Total costs

• Total sums row
   

Common use cases:
 

• Monthly management reports

• Financial audits

• Doctor performance reviews

• External accounting
   

- Practical Use Cases
 

Clinic Owner
 

• Checks revenue per doctor

• Identifies high-performing services

• Makes staffing decisions
   

Branch Manager
 

• Filters by branch

• Compares doctors in the same location

• Assesses service demand
   

Finance Team
 

• Exports data for accounting

• Analyzes service profitability

• Prepares financial summaries
   

Medical Director
 

• Reviews workload distribution

• Balances doctor schedules

• Evaluates treatment popularity
   

- Why this report is important
 

Without this page:
 

• Performance is subjective

• Decisions are based on assumptions

• Revenue patterns are hidden
   

With this page:
 

• Performance is measurable