Reports and analytics

Analytics is the menu of every report your practice can open. It is not a menu in the sidebar — the sidebar entry is a single link, and the page it opens is the menu. The page tells you how many you have: “n reports available for this clinic. Each one covers a period you choose and can be exported.” They are grouped under Clinical, Operations and Money, each card naming the report and what it covers.

Which reports you get

Three things filter the list: your plan, the modules you use, and your own permissions.

Report	Covers	Scopes
Revenue	Invoices, payments and what is still outstanding	Invoices · Payments
Appointments	Volume, completion and no-show rate	—
Patients	New versus returning, and how the list is growing	—
Consultation	Encounter volume, by status	Consultations · Telehealth · Notes
Staff	Headcount by role and activity	—
Workload	How the load falls across your team, and your peak hours	—
Inventory	Valuation, turnover and expiry risk	—
Predictive Analysis	Demand, revenue and stock forecasts	—
Memberships	Sign-ups, cancellations and recurring revenue	—
Store	Storefront orders and takings	—
Insurance Claims	Electronic claims: volume, status and what has been paid	—
e-Prescribing	Prescriptions transmitted, and how many landed	—

The last two are specific to solo and team plans, because the electronic claims and e-prescribing workflows they report on are too. A report only appears once the module behind it is in use, and a report you are not permitted to see is simply not listed. If the page says No reports available, nothing is broken — there is nothing yet for a report to describe.

A shorter list than you expected is deliberate, not a missing feature. A report is a promise that the data behind it exists, so a report you have never generated any data for is not published at all. Start using the module and its report appears.

Inside a report

Every report opens in the same workbench, so learning one teaches you all of them:

Part	What it does
Title	The report’s name
Period select	Last 30 days, Last 90 days or Last 12 months
Scope tabs	Present only on reports that have them, e.g. Invoices / Payments
Summary tiles	The headline figures for the chosen period
Chart over time	The same figures plotted across the period
Breakdown chart	The composition — by category, status or staff member
Data table	The rows behind the charts, with Export

Money is shown in your practice’s own currency — see Currency. Some reports are snapshots rather than periods. Those have no period select and say As it stands now in its place, and their footer reads “as it stands now” rather than naming a range. A stock-at-risk figure has no meaningful “last 90 days”; it is either at risk today or it is not.

Export

Export on the data table takes the rows currently shown — the period and scope you selected, not the whole dataset. Set both before exporting, or you will reconcile the wrong numbers.

If something goes wrong

This report could not be loaded.

A temporary read failure. Reload the page, or choose a shorter period and try again.

A report vanished from the list

Two usual causes: the subscription lapsed and every gate fell back to Free, or a permission was changed. See Change your plan and Staff permissions.

There is no period select

That report is a snapshot and shows As it stands now. There is no range to choose.

The export has fewer rows than I expected

It exports what is on screen for the selected period and scope. Widen the period, or switch the scope tab, then export again.

Selecting Analytics opens a page of cards, not a menu

Set up your practice

Every day

Clinical work

Money

Insights

Settings · Practice

Settings · Billing

Settings · Client experience

Settings · Automation & AI

Settings · System

Which reports you get

Inside a report

Export

If something goes wrong

​Which reports you get

​Inside a report

​Export

​If something goes wrong

Which reports you get

Inside a report

Export

If something goes wrong