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Reporting
Reporting

Get details on your appointments, finances, patients, and more.

Emily avatar
By Emily1 author30 articles

Appointment reports


Appointments schedule report
See cancelled and missed appointments
Print a hard copy list of appointments to help if you don't have internet access

Patient reports


Find your total number of patients
View patient birthdays
Find patients without upcoming appointments
Recalling patients
See how much money patients have spent
See which patients have account credit
See which patients have accepted your privacy policy

Transaction reports


View daily payments
View a summary of all payments
View all outstanding invoices
See which appointments haven't been invoiced yet
See your total practice revenue
Calculate practitioner earnings

Practitioner reports


Understanding the practitioner performance report
Service hours in the practitioner performance report: what are they?
Refresh the practitioner performance report to get the most recent data

Data exports


Export your data
Exporting patients
Export patient appointments
Export wait list entries
Export patient cases
View archived records
Find draft treatment notes
Export appointment types
View deleted data exports
Be notified when a data export is complete

Printing reports


Help! I'm trying to print a report and it looks bad.
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