> ## Documentation Index > Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt > Use this file to discover all available pages before exploring further. # Reports, charts and what changed > Ask Ozni for a report, a chart, a comparison between two periods or a CSV download. Every figure names its report and its dates. Available in Plan All plans Who Whoever can open the report Financial Reports need a plan that includes them. Ozni reads the same reports you open in **Analytics** and in **Financial Reports**, and shows them as figures, charts and tables right in the chat. It only offers reports your workspace has and your role can open. Ask "which reports can I see?" and it lists exactly those. ## Asking for a report Ask in your own words: "How many no-shows did we have last month?" or "Show me revenue for October." * Every answer says which report it came from and the dates it covers, for example *Appointments report, 1 Nov 2026 to 7 Nov 2026*. Ozni never quotes a figure from memory. * If a report has nothing for that period, Ozni says **No data for this period**. It does not guess. * A day with no value is left as a gap in the chart. It is never drawn as zero. * Money appears in your workspace's own currency. Without the **View the net position** permission, every amount in a report is a dash (the same as on the Analytics screen), counts still show, and Ozni does not work an amount out from anything else. Comparing two periods or asking what changed follows the same rule, and a CSV download shows dashes in the money cells. * **Open in Analytics** under a chart takes you to the full report. **Show as table** switches the chart to the numbers behind it. A report over more than 92 days, or several reports at once, counts as a larger request. Ozni tells you the price and asks before it runs. See [Credits](https://help.clinikehr.com/platform/ozni/credits.md). ## Comparing two periods Ask "How did this week compare with last week?" Ozni runs the report for both periods and works out the change itself, per figure and per category, with the biggest movers first. If a figure is missing in one of the periods, there is no change to show for it. It is never treated as zero. Ask "What changed?" or "Why is revenue down?" and Ozni names the categories that moved most and any unusual days. If the report has no breakdown, it says it cannot tell what drove the change. ## Financial Reports Ozni can read revenue by period, service or location, accounts receivable aging, outstanding invoices and the tax summary. These need a plan that includes **Financial Reports**, and they are for owners, managers and anyone who is allowed to see financial figures. For anyone else the figures are withheld. For the provider, reconciliation and staff reports, Ozni points you to the **Financial Reports** screen. ## Downloading a report as a CSV Ask "Download that as a CSV." Ozni prepares the download and shows a Confirm card. Nothing is saved to your device until you confirm, and the download is recorded in your clinic's audit log like any other export. ## What changed this week Owners and managers may see up to three short sentences under the greeting when something has moved a lot against a usual week, for example *No-shows up 40 % this week: 28 vs about 20 a week*. They appear only when the change is at least a quarter and there is enough activity behind it. * Seeing them costs nothing. Tap one and Ozni explains it, which is a normal question at the usual price. * Sentences about money appear only if your plan includes Financial Reports and you are allowed to see financial figures. * To turn them off, open **What Ozni remembers** and switch off **Show what changed this week**. **Still stuck?** Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first — it covers the failures we see most often. If that does not resolve it, [contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include your workspace name and the time the problem happened, so we can find the matching entry in your audit log. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.