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Analytics & Reports

Analytics helps you understand how your practice is performing. Create custom dashboards to track revenue, appointments, patient trends, and more - all in visual charts and reports you can customize.

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What Can You Track?

Revenue & Payments

Track daily, weekly, or monthly revenue. See payment trends and top-selling services.

Appointments

Monitor booking rates, no-shows, and which services are most popular.

Patient Trends

See new patient acquisition, returning patients, and demographic breakdowns.

Staff Performance

View provider productivity, schedules, and utilization rates.

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Viewing Your Dashboard

1

Go to Analytics

Click Analytics in the main menu
2

See your widgets

Each chart or number on the dashboard is called a “widget”
3

Adjust the date range

Use the date selector at the top to change what time period you’re looking at
Changing the date range updates all widgets at once, so you can quickly compare different time periods.

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Types of Widgets

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Numbers

Big, bold numbers showing key metrics like total revenue or patient count.

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Progress Circles

Show how close you are to a goal - like monthly revenue targets.

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Charts

Visual representations of your data:
  • Area charts - Great for showing trends over time
  • Bar charts - Perfect for comparing categories (like revenue by service)
  • Donut charts - Show how things break down (like payment methods used)

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Tables

Detailed data in rows and columns, sortable by clicking headers.

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Creating a New Widget

Want to track something specific? Create your own widget:
1

Click Create Widget

Usually in the top right corner of the dashboard
2

Give it a name

Something descriptive like “Weekly Revenue by Provider”
3

Choose what to measure

Pick your data source (appointments, payments, patients, etc.)
4

Configure how to display it

  • What to count or sum
  • How to group the data
  • Any filters to apply
5

Pick a chart type

You’ll see a preview as you go
6

Save

Your widget appears on the dashboard

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Editing Widgets

1

Find the widget

Locate it on your dashboard
2

Click the gear icon

Or click the menu (three dots) and select Edit
3

Make your changes

Adjust the title, data, or visualization
4

Save

Changes apply immediately

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Rearranging Your Dashboard

Want widgets in a different order?
1

Click Edit Layout

Enables drag-and-drop mode
2

Drag widgets around

Click and hold a widget, then drag it where you want
3

Save Layout

Locks in your arrangement

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Exporting Data

Need to use your data in a spreadsheet or presentation?
1

Click the menu on a widget

The three dots (⋮) in the corner
2

Select Export

Choose your format:
  • CSV - For spreadsheets like Excel
  • PNG - An image of the chart
  • PDF - A document you can print or share
3

Download

The file saves to your computer

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Diving Deeper

Click on any part of a chart (a bar, a slice, a data point) to see more details. For example:
  • Click a bar in a “Revenue by Service” chart to see which specific transactions made up that total
  • Click a slice in a donut chart to filter and see just those records

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Common Questions

This depends on your role and permissions. Typically, managers and administrators have full access. Ask your admin if you need access.
Data updates in real-time. As new appointments, payments, or other activities happen, the dashboard reflects them.
You can export widgets as images or PDFs to share. The dashboard itself is shared across your team based on permissions.
Check your date range and filters. You might be looking at a time period with no matching records.

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Troubleshooting

ProblemSolution
Widget not loadingRefresh the page, check your internet connection
Data seems wrongDouble-check the date range at the top
Can’t create widgetsYou may not have permission - check with your admin
Export not downloadingCheck if your browser is blocking popups