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Analytics is the menu of every report your hospital can open. The sidebar entry is a single link rather than a menu — the page it opens is the menu, and it lists only the reports that exist for you.

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What you’re looking at

The heading reads Analytics, and the line beneath counts them for you: “19 reports available for this clinic. Each one covers a period you choose and can be exported.” Cards are grouped under Clinical, Operations and Money. Each card names the report, gives a one-line description, and shows small badges for its scope tabs where it has them. Empty state. A hospital with every care area switched off sees No reports available — “Reports follow the care areas this clinic runs. Turn one on in Settings → Facility.”

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The reports a hospital gets

Clinical Operations Money Turning a care area off under Settings → Facility removes its report along with its navigation group. That is the usual reason a report someone remembers has “disappeared” — see Care areas.
A solo or team practice sees twelve reports where a hospital sees nineteen, by design. A report is a promise that the dataset behind it exists, and a solo practice has no out-patient department, no ward, no theatre and no dispensary. It gains two a hospital does not — e-Prescribing and Insurance Claims, the electronic claims one — and its set is documented in Reports and analytics.
The Insurance report here follows the hospital’s own in-house module — insurers you maintain, prices you negotiated, claims you prepared. See Insurance.

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Open and read a report

Every report opens in the same workbench, so learning one teaches you all of them.
1

Choose a report

Select its card. The report’s name and description appear at the top of the page.
2

Set the period

A date-range picker sits on the right. Pick any window — click a single day for that day alone, or a start day and an end day for a span of any length. It opens on the last thirty days.
3

Pick a scope, where there is one

Reports with more than one view show tabs beneath the title — Triage / Consultation, Laboratory / Radiology, Invoices / Payments. The first tab is the default.
4

Read it in order

Summary tiles for the headline figures, then a chart headed “report name over time”, then a breakdown headed “report name by category” — by department, status, ward or staff member. The table underneath holds the rows behind both charts.
Money is shown in your hospital’s own currency — see Currency. The footer states the rule the figures follow: “Figures are aggregates for the selected period. Periods longer than 12 months are shortened server-side.” When there is nothing to show, the workbench says No data for this period — “Try a longer period, or check back once there is activity.” A report that loaded but has no rows to tabulate says Nothing to tabulate in place of the table. Neither is an error.

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Export the rows

1

Choose the table view

The data table has its own tabs — Over time, Breakdown and Summary. Export takes the one you are on.
2

Set the period and scope first

The export covers exactly what is on screen: the period, the scope tab and the table view you selected. Set all three before exporting, or you will reconcile the wrong numbers.
3

Select Export

Choose CSV — this view or Excel (.xlsx) — this view. You are told Exported, with the row count and the period. Both open in Excel, Numbers or Sheets.

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Who can do this

Role decides whether Analytics opens at all. On Enterprise, an owner controls which roles reach the Executive group under Settings → Role Navigation: owners and managers can never be locked out, accountants reach it by default, and a role with no rule of its own is unrestricted. Clinical and bench roles are scoped to their own units and do not see it. Permission decides what a person may do inside a module. Reports are read-only, so no per-person permission gates the reports a hospital sees — the list narrows by plan and by care areas. Where the product does gate a view it degrades rather than errors: a scope tab you may not open is not rendered, and the workbench moves you to the first tab you can. In a hospital workspace no scope is gated that way — the two permission-gated reports and the one permission-gated scope all belong to the Diagnostics and Pharmacy editions. The View financial dashboard and View Payment Reports toggles in your staff sheet are recorded but read by nothing. Enforcement is opt-in per person: a colleague never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing” before that changes. A denied action is recorded; an allowed one is not, and hiding a module from a role’s sidebar is a convenience rather than a security boundary.

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Check it worked

  • The count line matches the number of cards on the page.
  • Changing the period changes the summary tiles and redraws both charts.
  • The exported file has the same row count the Exported message quoted.

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Common issues

A temporary read failure. Reload the page, or choose a shorter period and try again.
Usually a care area was switched off under Settings → Facility; less often the subscription lapsed. See Care areas.
Wards and Nursing both need the In-patient care care area switched on. Turn it on and the reports return with the navigation group.
The report loaded and found nothing in that window. Widen the period, or switch the scope tab — a Consultation report on the Telehealth scope is empty for a hospital that runs no video clinics.
It exports the table view you are on, for the selected period and scope. Switch to Over time or Breakdown, widen the period, then export again.
That page is the menu. Each card opens a report.

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FAQ

No. The three fixed periods keep every report comparable. For a bespoke range, export and filter in your spreadsheet.
A snapshot report ignores a period and reads As it stands now instead of showing a control that changes nothing. Every report a hospital opens covers a period; the snapshot form appears in the Pharmacy and Diagnostics editions.
No. Every figure is an aggregate — counts, totals and averages. Named records live in the clinical modules.
The tiles are the headline for the whole period; the chart plots the same figures day by day. They come from one read, so they cannot disagree.
Yes. Executive shows the same reports beneath its tiles, narrowed the same way.