Reports Overview
What you'll learn: What reports are available, how to access them, and how they help you understand your practice.
Why Use Reports
Reports help you:
- Understand your practice performance
- Track growth and trends
- Identify areas for improvement
- Make data-driven decisions
Where to Find Reports
Reports and analytics appear in:
- Communications — Call and email metrics
- Calendar — Appointment statistics
- Settings > Billing — Usage data
- Dedicated reports section (if available)
Types of Reports
Communication Reports
- Call volume and trends
- Email statistics
- Response rates
- Geographic distribution
Appointment Reports
- Booking volume
- Completion rates
- Cancellation patterns
- Provider utilization
Patient Reports
- New patient acquisition
- Active patient counts
- Retention metrics
Usage Reports
- Credit usage
- Feature utilization
- System activity
Time Periods
Most reports let you:
- Select date ranges
- Compare periods
- See daily, weekly, monthly views
- Identify trends over time
Key Metrics to Track
For Calls
- Total call volume
- Completion rate
- Average duration
- Appointments booked from calls
For Appointments
- Total appointments
- Show rate
- Cancellation rate
- Utilization
For Growth
- New patients
- Return patients
- Revenue indicators
Using Reports Effectively
Set a routine — Review key metrics weekly or monthly.
Track trends — Look for patterns, not just snapshots.
Act on insights — Use data to improve operations.
Share with team — Keep everyone informed.
Next: Understanding Metrics | Previous: Compliance Features