Find the report for the question in front of you. See appointment activity, finances, client engagement and outstanding work, with the period and definitions close to the numbers.
Start at the reports hub with a dashboard for the bigger picture, or search for a specific report. Dashboards and the report library share one page, so the next destination is visible without opening another menu.
Individual reports sit under clear topics: appointments, financials, practitioners, clients, clinical compliance, forms and governance. Find future appointments, sessions missing notes or forms awaiting completion without guessing which dashboard contains them.
Financial reports distinguish invoiced revenue, money collected and outstanding balances. Advanced Reporting adds clinician, branch and expense views, with date filters and calculation notes. Access follows your role; exports are available on supported reports.
It includes overview, clinician, branch and expense views, with date filters and calculation notes. Financial reports keep billed revenue, collected money and outstanding balances distinct. Financial access is controlled by role permissions.
Selected reports support spreadsheet or PDF exports. Advanced Reporting has a CSV export. Available formats and scope depend on the report; there is not a universal export for every screen.
No. Activity, capacity, attendance and financial measures describe operational work. They are not a ranking of clinical quality. Review the report's period and definitions before comparing results.
Explore Insights in the context of your whole practice.
