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Reports

Updated

Reports shows the selected clinic's activity over the period you choose, in three tabs.

Who can use it: professionals, administrators and owners. What you see depends on the plan (see Which reports each plan includes).

Reports, Appointments tab

How to use it

  1. Go to Analytics → Reports and choose the clinic at the top.
  2. Choose the period (7 days, 30 days, 90 days or 1 year) and how to group the charts (Daily, Weekly or Monthly).
  3. Choose the tab.
  4. On any chart, select View as table to see the numbers.

What's on each tab

Tab What it shows
Appointments Total, completed, completion and cancellation rates; Appointments Over Time, By Status and Peak Hours.
Patients Total, active and new in the period; New Patients Over Time, and breakdowns by insurance, gender and age.
Performance Telemedicine and in-person appointments, Top Doctors and, if your clinic sends surveys, Patient satisfaction.
Reports, Patients tab

Export to CSV

On Appointments and Patients, Export CSV downloads the period's data as a spreadsheet. It includes patients' contact details, so only administrators and the owner see it.

Good to know

  • Days are counted on the clinic's clock, including the period's last day.
  • Sections your plan doesn't include show a preview with the plan that has them.

Troubleshooting

Problem What to do
You don't see Export CSV Only administrators and owners see it, from the Solo plan.
A section says it isn't included in your plan See Which reports each plan includes.
The numbers don't match Sales Sales counts amounts; Reports counts appointments and patients.