Monthly Revenue Report
by Smileworks Team · v1.6.0
Generates a full monthly revenue report from iDentalPro and exports to Excel with charts.
Rating
4.7 / 5
94 reviews
Uses
5.2K
all time
Est. Time
~4 min
per run
Updated
Oct 15, 2025
v1.6.0
Screenshots
About this task
Pulls all billing and payment data for the specified month from iDentalPro, categorizes revenue by service type (cleaning, ortho, restorative, cosmetic, emergency), calculates key metrics like collection rate and average transaction value, and exports a formatted multi-sheet Excel workbook with embedded charts.
How it works
Connect to iDentalPro reporting module
Extract all payment records for the specified date range
Categorize by treatment type and provider
Calculate totals, averages, and month-over-month variance
Build Excel workbook with Summary, Detail, and Chart sheets
Email report to configured recipients
Reviews
100% of reviewers gave 4 or 5 stars
Marcus Bell
Practice Owner
This replaces 2 hours of manual work every month. The Excel output is cleaner than what our accountant used to produce.
Victor Stone
Office Manager
Very accurate. Wish it could pull insurance AR separately but it covers the main reporting needs perfectly.
Monthly Revenue Report
Free · ~4 min · Reporting