# Financial reporting module: a new look and direction

**URL:** <https://community.open-emr.org/t/financial-reporting-module-a-new-look-and-direction/26936>\
**Category:** Documentation\
**Tags:** billing, feature\
**Created:** [August 5, 2026, 12:50pm UTC](https://community.open-emr.org/t/financial-reporting-module-a-new-look-and-direction/26936 "2026-08-05T12:50:47Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![juggernautsei](https://community.open-emr.org/user_avatar/community.open-emr.org/juggernautsei/32/10764_2.png) [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Post date:** [August 5, 2026, 12:50pm UTC](https://community.open-emr.org/t/financial-reporting-module-a-new-look-and-direction/26936/1 "2026-08-05T12:50:47Z")

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> **[GitHub - juggernautsei/oe-module-kpi-report: OpenEMR Key Indicator (KPI) dashboard module for...](https://github.com/juggernautsei/oe-module-kpi-report)**
>
> OpenEMR Key Indicator (KPI) dashboard module for practice volume and financial metrics

Here is a foundational module for financial reporting.

## **Features**

- **Volume KPIs** : appointments scheduled, new patients seen, visits checked out
- **Operational rates** : documentation and billing progress against completed visits
- **Appointment status** : no-show, cancelled, rescheduled, cancelled by provider
- **Financial cards** : charges, adjustments, payer mix chart (Chart.js)
- **Date range picker** with CSRF protection
- Menu entry under **Reports → KPI Report**

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**Author:** ![nefesh](https://community.open-emr.org/letter_avatar_proxy/v4/letter/n/43a26b/32.png) [@nefesh](https://community.open-emr.org/u/nefesh)\
**Post date:** [August 21, 2026, 7:17pm UTC](https://community.open-emr.org/t/financial-reporting-module-a-new-look-and-direction/26936/2 "2026-08-21T19:17:34Z")

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can it be updated for openemr 8.3?

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<div class="post-metadata">

**Author:** ![juggernautsei](https://community.open-emr.org/user_avatar/community.open-emr.org/juggernautsei/32/10764_2.png) [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Post date:** [August 28, 2026, 10:37pm UTC](https://community.open-emr.org/t/financial-reporting-module-a-new-look-and-direction/26936/3 "2026-08-28T22:37:59Z")

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Yes, it can be update. Replace the GLOBALS with globalbag-\>() and the sessions and it is ready to go. @nefesh