Where to find Analytics: In the left sidebar, click Analytics. Use the dashboard picker at the top of the page to switch between reports.
Prerequisites: Analytics pulls data from other modules. You need existing Appointments, Patients, and Billing data before the reports have anything to show.
Which Dashboard Should I Use?
Not sure where to start? Here’s a quick guide based on what you’re trying to find out:| I want to… | Use this dashboard |
|---|---|
| See how many appointments we have this week | Appointment Reports |
| Check today’s revenue or total sales | Revenue & Payment Reports |
| Find out what we actually collected (after fees) | Revenue & Payment Reports |
| Review how much each provider earned | Provider Performance |
| Identify patients who haven’t visited in a while | Patient Insights |
| Check for failed membership payments | Memberships & Payment Plans |
| Track payment plan collection progress | Memberships & Payment Plans |
Dashboards by Role
Clinic owners and managers will get the most from the Revenue, Appointment, and Provider dashboards — they answer the big-picture questions about how the business is doing. Front desk staff will find the Appointment and Patient dashboards most useful for day-to-day work like checking schedules and identifying patients who need follow-up. Providers can use the Provider Performance dashboard to review their own earnings and activity.Appointment Reports
Volume, value, cancellation rates, and booking sources.
Revenue & Payment Reports
Product sales, payment transactions, profit margins, and fees.
Provider Performance
Earnings breakdowns, activity feeds, and productivity tracking.
Patient Insights
Demographics, spending patterns, visit history, and retention.
Memberships & Payment Plans
Membership status, payment plan progress, and collection tracking.
Controls That Every Dashboard Shares
All dashboards use the same set of controls, so once you learn them in one place, you know how they work everywhere.- Date range — Pick a preset range (Today, This Week, This Month, etc.) or set custom start and end dates. The table updates automatically.
- Group by — Collapse rows by a category (location, provider, date, etc.) to see subtotals. When grouped, click a group header to expand or collapse the detail rows beneath it.
- Filters — Narrow results by location, provider, status, and other fields. Available filters vary by dashboard.
- Column visibility — Show or hide columns to focus on the numbers you care about. Click the Columns button to choose which columns appear.
- Export — Download the current view as a spreadsheet. Requires the Analytics Export permission.
Grouping tip: Group by date, week, or month to spot trends over time. Group by provider or location to compare performance across your team or clinics.
Custom Dashboards
In addition to the built-in dashboards, you can create your own custom dashboards with personalized charts and tables.Open the Dashboard Picker
At the top of the Analytics page, click the dashboard picker and select Create Dashboard.
Add Widgets
Click Add Widget and build each one in three steps:
- Details — Set a title and optional description.
- Query — Choose which data to pull and how to filter it.
- Visualization — Pick a chart type (table, area chart, bar chart, donut chart, progress circle, or single number).
Permissions
Analytics features are controlled by three permissions, configured under Settings > Users & Roles:| Permission | What it controls |
|---|---|
| Analytics Read | Required to view any analytics dashboard. Without this, the Analytics section is hidden. |
| Analytics Write | Required to create, edit, and delete custom dashboards and widgets. |
| Analytics Export | Required to export dashboard data as a spreadsheet. |