Custom reports: Get the data that matters
Empower your practice with custom reporting tools to track billing, appointments, client engagement, and practitioner activity. Easily generate tailored reports in just a few clicks.
Your data, your way
Build your perfect reports in minutes
Select specific criteria with dropdowns, apply filters, and set date ranges for more precise insights.
Customizable reports
Select specific criteria with dropdowns, apply filters, and set date ranges for more precise insights.
Dashboard Charts
Visualize business performance and key metrics at a glance.
Incomplete Progress Notes
Ensure compliance and accurate documentation by tracking unfinished notes.
New clients
Track new client sign-ups and analyze engagement trends.
Upcoming birthdays
Personalize client outreach with birthday reminders.
Clients without upcoming appointments
Identify inactive clients and re-engage them with ease.
Custom financial reports
Extract financial insights
Uninvoiced appointments
Track appointments that haven’t been invoiced to ensure all services are billed.
Billed items
Monitor what’s been invoiced and ensure accurate financial tracking.
Overdue invoices
Stay on top of outstanding payments and reduce revenue loss.
Payments report
Get a detailed breakdown of payments received, payment types, and trends.
Get started today.
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