> ## 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 and analytics

> Open a report, choose its period and scope, export the data, and understand why your workspace sees the reports it does.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Solo and Team" roles="Owner, Manager, and staff granted access to figures" />

**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.

<Path steps={['Sidebar', 'Analytics']} />

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](/practice/money/insurance-claims) and [e-prescribing](/platform/integrations/eprescribe) 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.

<Note>
  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.
</Note>

## 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](/platform/settings/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.

<AuditNote action="Opening a report" />

## If something goes wrong

<AccordionGroup>
  <Accordion title="This report could not be loaded.">
    A temporary read failure. Reload the page, or choose a shorter period and try again.
  </Accordion>

  <Accordion title="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](/platform/plans/change-plan) and [Staff permissions](/platform/team/permissions).
  </Accordion>

  <Accordion title="There is no period select">
    That report is a snapshot and shows **As it stands now**. There is no range to choose.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Selecting Analytics opens a page of cards, not a menu">
    That page is the menu. Each card opens a report.
  </Accordion>
</AccordionGroup>

<StillStuck />