--- title: "Reports" url: "https://3f6j17nak53zgb9.productfruits.help/en/article/reports" language: "en" last_updated: "2025-01-16T23:14:29.135Z" --- # Reports Reports Optomate Touch comes with a set of standard Reports. We enhance and add new reports from time to time. Click on the Reports button from the Main Menu to gain access to Reports. ![](https://manula.r.sizr.io/large/user/4454/img/reports-tile_v1.png) Click the appropriate report group from the top toolbar to access your reports. ![](https://manula.r.sizr.io/large/user/4454/img/reports-menunew.png) **Management** Management Summary – Top level summary of Debtors, Creditors, Turnover by Item Type, Tax & Takings. KPI Report – Top level ratios including Average Sale Values, Lens Sales by Add-On’s, Contact Lens Sales by Type, Order Total, Inventory Value, New vs Previous Patients, Clinical to Optical Conversion & Recall Success. Eyecare Plus Benchmark Report – Only accessible to Eyecare Plus members. **Branch** (only accessible for businesses running more than one branch) Branch Comparison Summary – Top level summary of Optical, Clinical, Cash & Total Sales, Receipts & Tax by Branch. Branch Debtors Summary – Top level summary of Patient & Institution Debtors totals by Branch. Branch Frame Summary – Tope level summary of stock holding for Frames & Sunglasses by Branch. Branch Optometrist Analysis – Sales by Item Type by Optometrist Branch Inventory Report – Lists all inventory items filtered by Inventory Type, Branch, Supplier, Brand, Construction, Material, Gender & Status, providing a total count and value for all Branches. Branch Inventory Aged Report – List all inventory items filtered by same as Inventory Report displaying age since First Purchased and Last Purchased for all Branches. Branch Sales Report – Lists all inventory items sold filtered by Inventory Type, Branch, Supplier, Brand, Construction, Material, Gender & Status for all Branches. **Sales** Sales Report – Lists all invoices raised for patients showing each line item purchase. Includes a summary of sales by Item Type & Optometrist. Sales by User – List of all invoices raised by User. Sales by Provider Summary Report – Summary of sales by Provider broken down by Consultation Health Fund Code and Inventory Types. Sales Summary Report – Summary of sales broken down by User & Provider including ASV by User. Sales by Category Report – List of Sales by your designated Item Categories in Summary or Detailed format. Sales by Patient Age Report – Summary of sales by your chosen Patient Age Ranges. Sales by Suburb Report – Summary of sales by Patients Suburb. Sales by Health Fund Report – Summary of sales by Item Type by Patients Health Fund. Health Fund Summary Report – Summary of sales by Item Type by Health Fund. Invoice Write-Off Report – Lists all Patient Write-Off (bad debt) invoices. Discount Reason Report – Number of Invoices/Cash Sales & Value of Discounts by Discount Reason. Package Summary Report – Summary of discounts provided when applying Packages to Patient Invoices. Quote Report – Lists all Quotations including value transposed to Invoice. Appro Report – Lists all Appro Invoices filtered by All, Unreturned and Overdue. VTE Report – Lists all Vision Training Equipment Invoices filtered by All, Unreturned and Overdue. **Receipts** Receipts Report – Lists all receipts taken showing each payment type. Includes a summary of takings by Items Type. Voucher Report – Summary of Vouchers applied to Patient Receipts including the number applied and amount applied. **Banking** Banking Summary – Summary of Cleared Banking Runs including breakdown by Payment Type. **Tax** Tax Income Report – Lists all sales including the Taxable and Non-Taxable component. Supports both Cash & Accrual methods of accounting. Your accounting method is setup within System Settings. Tax Purchase Report – Lists all supplier invoices including the Taxable and Non-Taxable component. Supports both Cash & Accrual methods of accounting. **Patients** Patient Trial Balance – Lists all patients with an outstanding debt or credit broken down by Current, 30, 60, 90 ,120 days. Source Report – Lists Patient Sources based on number of patients who attended by chosen date range broken down by gender and age. Referrer Report – Lists Patient Referrers (From & To) based on number of patients who attended by chosen date range broken down by gender and age. Recalls Due – Lists Patients currently due for Recalls up to a specified date. Recall Success – Lists the number of Recalls sent for the trailing 12 month period including number of return patients and recall success %. Patient Statements – Allows you to batch print Outstanding or Activity Patient Statements. **Institutions** Institution Trial Balance – Lists all institutions with an outstanding debt broken down by Current, 30, 60, 90, 120 days. Institution Outstanding Report – Lists all invoices raised for institutions that are currently outstanding showing each line item purchase. Institution Batch Report – Lists institution invoices linked to an individual Claim Batch. Institution Batch Status Report – Lists institution Claim Batches Sent & Received status. Institution Billing Report – Lists sales by Item Type by Institution billed. Private Billing Report – Lists real-time Patient Claim consultation items. **Suppliers** Suppliers Trial Balance – Lists all suppliers with an outstanding amount broken down by Current, 30, 60, 90 ,120 days. Sales Rep Report – Lists current inventory and sold for a chosen date range for a chosen supplier. Display Replenishment Report – Filtered by an individual Supplier, lists quantity on hand by Frame/Sunglass Brand, preferred units and required units for Display Items. **Appointments** Appointment Report – Lists all appointments raised including breakdown of appointments raised by appointment type. Appointment Audit Report – Lists appointment sfor a chosen date range including whether optical and optical items billed and receipt taken. **Orders** Orders Report – Summary of Spectacle, Contact Lens & Repair orders including Required, Received & Collected status. Order Warranty Report – Lists orders that have been marked as a Warranty Order. Contact Lens Power Report – Lists the number of Contact Lenses dispensed by Base Curve & Power. **Inventory** Inventory Report – Lists all inventory items filtered by Inventory Type, Branch, Supplier, Brand, Construction, Material, Gender & Status, providing a total count and value. Inventory Aged Report – List all inventory items filtered by same as Inventory Report displaying age since First Purchased and Last Purchased. Inventory Sales Report – Lists all inventory items sold filtered by Inventory Type, Branch, Supplier, Brand, Construction, Material, Gender & Status. Inventory Sales by Brand – Summary of Inventory Sales by Brand. Inventory Reorder Report – Lists all items for a chosen Supplier where the Quantity on Hand is less than the Reorder Quantity. Inventory Arrival Report – Summary of Supplier Invoices filtered by Supplier. Inventory Returns Report – Summary of Supplier Returns filtered by Supplier. Inventory Transfer Report – Summary of Inventory Transfers including number Out from Source Branch and In to Destination Branch. Inventory Write Off Report – Summary of Inventory written off. **SMS** SMS Report – Lists all SMS sent/received from Optomate. **Audit** Deletion Audit – Lists deletions from all master files. Bulk SMS Audit – Lists number of SMS sent when batch sending Marketing, Recalls, Orders or Appointment SMS. Backdated Invoice Report – List of Patient Invoices that were entered with a date prior to Today’s Date. Backdated Receipts Report – List of Patient Receipts that were entered with a date prior to Today’s Date. Receipts From Other Branch Report – List of Patient Receipts linked to Invoices raised from a different Branch. Electronic PHI Audit Report – Lists all items billed that were electronically claimed to a Health Fund and their status.