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Executive is your practice at a glance — each figure opens the report behind it. Six headline tiles, then a card for every report your practice can open.

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The six tiles

The last two count your client list: how many you have in total, and how many joined this month. Every tile is a link. Selecting one takes you to the report that explains it, so a figure you do not believe is never more than one select from its workings.
The count of people is labelled Patients here, and its report is called Patients, even though the rest of your workspace says Clients. It is the same list either way.
Money is shown in your practice’s own currency, taken from your billing settings — see Currency. The two counts of money answer different questions: Collected this month is what has actually arrived, Outstanding is what has been invoiced and not yet paid.

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Em dash, not zero

Tiles show an em dash while the page is loading and only ever show a number once the figure has arrived. A zero on this screen is a real zero, not a query that failed. Treat the two differently — the whole point of the distinction is that you can trust a figure the moment you can see it.

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The Reports list

Below the tiles, Reports lists every report available to your practice, each with a one-line description of what it covers. It is the same set as the Analytics page and it is filtered the same way — by your plan, the modules you use and your own permissions. See Reports and analytics for what each report covers.

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What this page is not

The executive dashboard is aggregates only. There is no client name, no clinical detail and nothing to act on here — it exists to tell you where to look, and then to hand you off to a report. For anything you need to do, go to the module: Appointments for today’s diary, Billing for money owed.

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If something goes wrong

A temporary read failure. Reload the page. If it persists, note the time — support can match it against your audit log.
The figure has not arrived. Reload rather than assuming a zero; the dash exists precisely so an unknown is never mistaken for none.
Reports follow your plan, the modules you use and your permissions. See Reports and analytics, which lists exactly what a practice gets.
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.