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Executive is the hospital at a glance, across every department at once. It is a page you read, not a page you act on: its job is to tell you where to look, and then hand you off to the report that explains a figure or the unit that can change it.

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What you’re looking at

The heading reads Executive — “The hospital at a glance. Each figure opens the report behind it.” Beneath it sit six tiles, and beneath those a Reports list. There is no date picker, no filter and no toolbar. Every tile is a link, so a figure you do not believe is one selection away from its workings. The two money tiles answer different questions and are routinely confused: Collected this month is receipts, Outstanding is debt. Both are shown in your hospital’s own currency — see Currency. Empty state. A new hospital sees the same six tiles reading zero and a Reports list that already lists everything its care areas allow. Nothing here has to be switched on.

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An em dash is not a zero

Tiles read — while a figure is still loading, and show a number only once the real value has arrived. So a 0 on this screen is a true zero, not a placeholder. The same honesty runs through the rest of the product: where a figure is not yours to see, it is withheld or rendered as a dash — you are never handed a fabricated zero standing in for something you have no access to. If a colleague quotes a number you cannot find, that is a difference in what each of you may see, not a discrepancy in the data.

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Then go and act

The dashboard is aggregates only — no patient names, no clinical detail, nothing to change. The work itself lives in the units:

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Open a report

1

Pick a figure or a report

Select a tile to open the report behind it, or choose any card from the Reports list below. Each card names the report and says in one line what it covers.
2

Set the period

A report opens on Last 30 days. Change it to Last 90 days or Last 12 months if you are looking at a trend rather than a month.
3

Read it, then export if you need to

Summary tiles, a chart over time, a breakdown and the rows behind them. See Reports and analytics for how the workbench behaves.
The Reports list here is the same set as the Analytics page, narrowed the same way — by your plan and by the care areas your hospital runs. Turning a care area off under Settings → Facility removes its report from both.

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Who can do this

Role decides whether Executive opens at all. On Enterprise, an owner controls which roles reach it 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. Ward and bench roles are scoped to their own units and do not see the group. Permission decides what a person may do inside a module. There is nothing to do on this page — it has no buttons — so no per-person permission gates a tile here. The View financial dashboard and View Payment Reports toggles in the Billing section of your staff sheet are recorded against each person, but no money screen in a hospital workspace reads them — the tiles hand you off to pages governed by Role Navigation alone. 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. Hiding a module from a role’s sidebar is a convenience, not a security boundary.

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Check it worked

  • All six tiles show a figure rather than —.
  • Selecting a tile opens the matching report on Last 30 days.
  • The Reports list contains a card for every care area your hospital runs.

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Common issues

A temporary read failure. Reload the page. If it keeps happening, note the time — support can match it against your audit log.
The figure has not arrived yet. Reload the page; the dashboard reads its figures once, on open, and does not refresh itself.
It counts payments recorded in ClinikEHR, not settlements into your account. Open the Revenue report and compare its Payments scope against your provider’s payouts.
Reports follow your plan and your care areas. See Reports and analytics, which lists which report needs which care area.
The tiles are hospital-wide headlines only. Occupancy, length of stay and case volume live in the Wards and Theatre reports and on the unit screens.
Your role is not one that reaches it, or the hospital is not on Enterprise. An owner can change the first under Settings → Role Navigation; see Change your plan for the second.

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FAQ

They are read when you open the page. There is no live feed and no auto-refresh, so reload if you have been sitting on the screen.
No. The tiles are fixed windows — today, this week, this month. Open the report behind a tile to choose a period.
No. The dashboard is aggregates only. Named records live in the modules, where access is checked per person and per patient.
No. Dashboard is your own working day; Executive is the whole hospital’s numbers.
Not from here. Open the report behind a tile and export from its data table.