What you’re looking at
The page counts itself at the top: “{n} reports available for this clinic. Each one covers a period you choose and can be exported.” The cards are grouped under Clinical, Operations and Money, each naming a report and what it covers.
Three things filter that list: your plan, your edition, and the care areas your practice has switched on. A report only appears once the module behind it is in use, so a new practice sees a short list. If the page says No reports available, nothing is broken — there is nothing yet for a report to describe.
The last two rows are specific to solo and team plans, because the electronic claims and e-prescribing workflows they report on are too.
A shorter list than you expected is deliberate, not a missing feature. A report is a promise that the data behind it exists, so one you have never generated any data for is not published at all. Start using the module and its report appears.
Read a report
Every report opens in the same workbench, so learning one teaches you all of them.1
Open the report
Select its card. Reports also open from the tiles on the executive dashboard.
2
Choose the period
Set the period first. Every figure and chart on the page redraws for that window.
3
Switch scope if the report has tabs
On Revenue, Invoices answers “what did we bill” and Payments answers “what did we collect”. They are not the same number and are not meant to be.
4
Read the table, not only the chart
The chart shows the shape; the table shows the rows you can reconcile against.
Export the rows
Export on the data table takes the rows currently shown — the period and the scope you selected, not the whole dataset. Set both before exporting, or you will reconcile the wrong numbers. For a full copy of your practice’s records rather than one report, use Data export.Who can do this
On a solo or team practice there is no role→route layer, so Analytics is reachable by anybody in the practice. What narrows the catalogue is the practice’s edition, plan and care areas — not the person opening it.- The invite sheet’s money toggles — View financial dashboard, View Payment Reports — are recorded, not enforced here. They are stored against the staff member; no gate on this page reads them.
- A shorter list is the catalogue, not a permission. A report you cannot see is one your practice has no data or no module for.
Check it worked
- The report card count at the top of the page matches the number of cards below it.
- Changing the period changes the summary tiles, not just the chart.
- The exported file opens and its row count matches what the table showed.
Common issues
This report could not be loaded.
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
A report vanished from the list
The usual cause is a lapsed subscription: every gate falls back to Free. The other is a care area being switched off. See Change your plan.
There is no date picker on this report
There is no date picker on this report
That report is a snapshot and shows As it stands now. There is no period to choose.
The export has fewer rows than I expected
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.
Revenue does not match my bank statement
Revenue does not match my bank statement
The Invoices scope is what you billed; the Payments scope is what you recorded as received. Neither is a settlement report — your provider pays out on its own schedule.
FAQ
Can I build my own report?
Can I build my own report?
No. The catalogue is fixed and grows with the product. Export the closest report and pivot the rows yourself.
Can I schedule a report by email?
Can I schedule a report by email?
Not from this page. What arrives by email is governed by your notification settings.
Do reports contain client names?
Do reports contain client names?
Some tables list the record a row came from. Treat an export as clinical data: store it somewhere access-controlled, and delete it when you are done.
Why does a report show a period I did not choose?
Why does a report show a period I did not choose?
Each report opens on its default period. The select always shows which range is in force.
Does the Inventory report include what the store sold?
Does the Inventory report include what the store sold?
Yes — the store sells against the same stock. Takings appear in the Store report; the stock movement appears in Inventory.