Analytics

Reports and insights.

1
Run a report
Find a report and see your clinic data.
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2
Filter a report and choose columns
Narrow the results and show the data you need.
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3
Export a report
Download report results as Excel, CSV or PDF.
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4
Share a report
Give colleagues access to the reports you build.
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5
Read the Business Snapshot
See how your whole clinic is doing on one page.
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6
Tour the Reports page
How the report catalogue is arranged, from category tabs and badges to folders and favourites.
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7
Reports glossary
A plain-English list of what each report category covers, so you can find the right report.
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8
How profit is calculated
How the Profit column in sales reports is worked out for each invoice line, with an example.
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9
Monthly sales report
Follow revenue month by month, and see which months are ahead of or behind the others.
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10
Vaccination report
See every vaccine given, including type, batch and staff member, for compliance checks.
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11
Audit your sales with corrections
Review refunds, credit notes, voids and post-sale edits, then sign them off.
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12
Use custom fields in reports
Add your own patient and appointment fields as report columns or filters.
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13
Edit a saved report
Rename a custom report, or change its filters, columns and chart, from the catalogue.
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14
Favourite a report
Star the reports you use most, so that they sit one click away in the sidebar.
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15
Team report
Follow earnings, shifts, performance and KPIs for each person, and use it to prepare payroll.
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16
Filter reports by team
See results for just one group of staff, such as doctors or a single clinic's team.
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17
Manage report access by team
Share a custom report with chosen teams, while keeping it hidden from everyone else.
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18
Use the Exports page
Track your report exports and download the finished files before their links expire.
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19
Organise reports into folders
Group the reports you use most into your own folders, such as Month-end.
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20
Run a recall report
List patients due a return visit, by service and how long it's been since their last one.
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21
Save a standard report as custom
Keep your filters and columns by making your own copy of a built-in report.
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22
Create a custom report from scratch
Choose the data you want, add filters and columns, and pick a chart to go with it.
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23
Delete a custom report
Remove a report you built and no longer need, as well as what happens for those it's shared with.
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24
Share a custom report
Give colleagues access to your report, and hand it over if someone else should own it.
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25
Run custom appointment reports
Build a report from appointment data to answer questions the standard reports don't.
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26
Report on medical and non-medical treatments
Split your treatments into medical and cosmetic, using a custom field and a report.
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27
Find your own and shared reports
Where to find reports you've built, and where to find reports others have shared with you.
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28
Build a report with AI
Describe what you want to know in plain English, then fine-tune the result in the report builder.
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29
Use chart settings
Change a chart's type, what it's split by and how it looks in the report builder.
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30
Stock Reconciliation report
Value stock on hand at cost, with sell price, margin, units on order and alert levels.
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31
Consultation Conversions report
See how many consultations went on to become paid treatments, and how long that took.
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32
Big Spender report
See patients by total spend, to spot who has been with you longest.
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33
Clients with Balance report
List patients with money on account or owing, so you can follow up.
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34
Clients Without Upcoming Appointments report
Find patients with nothing booked, then invite them back before they drift away.
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35
New Clients report
See new sign-ups over time, split by source, location and staff member.
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36
Retention report
See how well patients return month after month, and who hasn't been in a while.
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37
Top Referrers report
Find who sends you the most new patients, so that you can say thank you.
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38
Converted Leads report
See which leads became paying patients, credited by source and owner.
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39
Leads by Source report
See which channels bring in leads, including campaigns, referrals and web forms.
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40
Open Leads report
Review your active pipeline by stage, owner and time since the last contact.
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41
Stale Leads report
Find open leads no one has touched lately, and get them moving again.
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42
Unassigned Leads report
Find open leads without an owner, then assign them before they go cold.
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43
Lost Leads by Reason report
See why enquiries don't book, whether that's price, timing, another clinic or silence.
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44
Closed Lost Trend report
Watch losses over time, so you notice worsening conversion or campaign fatigue.
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45
Win Rate by Owner report
Compare won and lost enquiries per team member, with each person's booking rate.
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46
Discounts report
See every discount applied by code and staff member, and what it cost you.
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47
Line Item History report
Go through sales line by line, for audits, reconciliation and profit checks.
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48
Package Sales report
See packages sold by type and value, with how many sessions remain.
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49
Client Package Outstanding report
See unredeemed package sessions you still owe patients, across all your locations.
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50
Product Performance report
Find your best and worst-selling retail products by units, revenue and margin.
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51
Revenue by Closed Invoices report
Count revenue once invoices are paid, leaving out account top-ups and gift cards.
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52
Revenue by Raised Invoices report
Count revenue when invoices are issued, whether or not they've been paid yet.
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53
Sale by Item Category report
Total your sales by product or service category, to see what drives revenue.
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54
Vouchers Outstanding Balance report
See the value still unspent on gift vouchers, and which ones are nearing their expiry.
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55
Appointment by Category report
Split your bookings by treatment category, such as facials, injectables or body.
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56
Appointment Schedule report
List appointments across staff and rooms, for a day, week or month.
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57
Appointments by Employee report
Compare volume, revenue and utilisation for each practitioner.
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58
Appointments by Location report
Compare bookings, revenue and attendance between your clinics.
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59
Appointments by Service report
See your most-booked services, with their revenue and how often they convert.
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60
Appointments Created This Month report
Count bookings made this month, including those for future dates.
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61
Cancellations report
Review cancelled appointments by reason, staff member and how much notice you got.
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62
No Shows report
See who didn't turn up, how often and the value lost, to help you spot patterns.
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63
Online Bookings report
See bookings made online, by service and source, so that you know what's working.
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64
Rebooking Rates report
See what share of patients leave with their next visit booked, a good measure of loyalty.
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65
My Activities report
See tasks, calls and follow-ups assigned to you, with what's due and what's done.
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66
Planned & Completed report
Compare open and finished activities, with overdue and ageing breakdowns.
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67
Invoices report
List invoices issued, with their status, value, patient and staff member.
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68
Outstanding Invoices report
See unpaid invoices by age, so you know what to chase first.
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69
Payments report
See every payment received, by method, staff member and patient.
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70
Refunds report
See refunds issued, with their reason, original sale and who approved them.
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71
Tips report
See tips collected by staff member and payment method, ready for payroll.
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72
End of Day report
Total the day's cash, card and voucher takings, and reconcile them with your till.
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73
Medical Data report
Review completed medical form answers, with questions broken out by form and version.
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74
Complete sales in the Cash Up report
Clear appointments without a sale, so that your day's takings can be closed correctly.
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75
End-of-day Cash Up report
Reconcile payments and spot differences, then keep an audit-ready record.
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76
Pathway report
Check that each appointment's clinical steps are done, with a compliance rate.
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77
Upcoming Renewals report
See members due to renew in the next 7, 30 or 90 days.
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78
New Memberships report
Count members who signed up in your chosen window, by plan and source.
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79
Memberships Usage report
See sessions and perks claimed against each member's allowance.
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80
Cross-Location Settlement report
Track payments collected at one location for another, so you can settle up.
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81
Client Lifecycle Flow report
See how patients move between New, Returning, Loyal, Lapsed and Reactivated.
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82
Time report
See hours logged by staff across services, admin and breaks.
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83
Room Utilisation report
See how often each treatment room is booked, by clinic and part of the day.
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84
Returning Clients report
See lapsed patients who came back, how long they were away and what they spent.
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85
Repeat Visit Curves report
See how quickly first-time patients return, by treatment, location, source or practitioner.
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86
New Client First 90 Days report
Follow new patients through their early milestones, to see where you lose them.
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87
Memberships Retention by Cohort report
See how long members stay, grouped by the month they signed up.
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88
Membership Benefits Details report
List the benefits in each plan, and which members are entitled to each one.
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89
Gift Card Liability report
See the unspent balance on your books, which is what you owe at a point in time.
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90
Equipment Utilisation report
See how much each machine is used, including bookings, idle time and bottlenecks.
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91
Deposits report
See deposits taken at booking, and whether they're held, applied or refunded.
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92
Client Revenue Retention report
Compare how much the same patients spend from one period to the next.
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93
At-Risk Clients report
See active patients likely to lapse in the next 60 days, and who should call them.
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94
Aged Debt report
Group outstanding balances by age, so you can see which debts are getting old.
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95
Accountant Summary report
Get an all-in-one financial summary, with sales, liability, collections and tax.
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96
Commissions Activity report
See commission earned on services, products and packages, sale by sale.
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97
Sales Tax report
See tax collected by rate and period, ready for your VAT or sales tax return.
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98
Failed Payments report
See declined and errored charges by reason code, card type and amount.
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99
Payouts report
See money sent to your bank, with its settlement date, gross, fees and net.
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100
AVS Details for Saved Cards report
See address check results for saved cards: pass, fail or mismatch.
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101
Memberships Payments report
See every recurring charge, whether successful, failed or retried, across all plans.
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102
Memberships Members report
List every member with their plan, tier, location and status.
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103
Memberships Status report
See the live status of each membership: active, paused, expiring or cancelled.
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104
Expiring Memberships report
See memberships ending soon, grouped by how recently each member has visited.
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105
Gift Card report
See gift cards sold, redeemed and expiring, by location and value.
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106
Organisation reports
Compare results across clinics when your business runs several linked accounts.
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107
Waitlist Detail report
See everyone on your waitlist, the times they asked for and whether they were booked.
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108
Insurance Policies report
List each patient's insurance case, with its policy, authorisation and next visit.
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