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.

Click the appropriate report group from the top toolbar to access your reports.

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.