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Executive is your practice at a glance — six headline figures, and a card for every report your practice can open. Each figure is a link to the report that explains it, so a number you do not believe is one select away from its workings.

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What you’re looking at

Six tiles across the top, then the Reports list underneath. Money is shown in your practice’s own currency, taken from your billing settings — see Currency. The two money tiles answer different questions, and mixing them up is the commonest misreading of this page: Collected this month is what has arrived, Outstanding is what has been billed and is still owed.
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.

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Em dash, not zero

A tile shows an em dash while its figure is still loading, and a number only once the figure has arrived. So a 0 on this screen is a real zero — no appointments, no money — and a dash is “not known yet”. A brand-new practice therefore sees zeroes rather than a blank page, and the Reports list below is short until you have used the modules the reports describe.

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Open the report behind a figure

1

Select the tile

Selecting Outstanding, for example, opens the Revenue report rather than expanding anything in place.
2

Set the period

Choose Last 30 days, Last 90 days or Last 12 months. Snapshot reports have no period select and read As it stands now instead.
3

Read the rows, not just the chart

The data table at the bottom holds the rows behind the headline, and Export takes exactly what is on screen. See Reports and analytics.
The Reports list below the tiles is the same set as the Analytics page, filtered the same way — by your plan, your edition, and the care areas your practice has switched on.

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Who can do this

A solo or team practice has no role→route layer: everybody invited into it can open Executive, and every tile resolves for all of them.
  • The invite sheet’s View financial dashboard and View Payment Reports toggles are recorded, not enforced here. They are stored against the staff member; nothing on this page reads them. If you need money figures hidden from a colleague, this page is not where that happens today.
  • Fencing people out of pages by role is an Enterprise feature. It needs the Enterprise plan plus role-scoped navigation switched on for the practice.
A tile that shows an em dash is a figure that has not arrived, never a permission refusal — it never renders as a zero, because a zero would be a lie. See Staff permissions.

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Check it worked

  • All six tiles show either a number or a zero, not a dash, within a few seconds of the page loading.
  • Selecting a tile lands you on the matching report with data in it.
  • Collected this month moves after you record a payment and reload — see Record and collect payments.

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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. Reload rather than assuming a zero; the dash exists precisely so an unknown is never mistaken for none.
The money reads failed while the rest succeeded. Reload; if it persists, note the time so support can match it against your audit log.
Reports follow your plan, your edition and the care areas you have on. Reports and analytics lists exactly what a practice gets.
It counts payments recorded in ClinikEHR, not settlements landing in your account. Open the Revenue report and compare its Payments scope against your provider’s payouts.

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FAQ

No. The six are fixed. Anything more specific lives in a report, which you can filter, scope and export.
They are read when the page loads. Reload to refresh — nothing on this page updates itself while you watch it.
No. Cancelled invoices are withdrawn, so nothing is owed against them. Overdue invoices are still outstanding — see Billing overview.
No. This page is aggregates only — no names, no clinical detail, nothing to act on. Go to the module for that: Appointments for the diary, Billing for money owed.
The layout is, but a hospital’s report list includes ward, theatre and diagnostics reports that a solo practice has no data for and therefore never sees.