You can view data about your practice (such as Appointments, and revenue from products) from the Analytics page.

Note: To view analytics and generate reports, you must have a role assigned to you that gives you viewing and editing permissions for Analytics. For more information on roles, see here.

There are three sections in the Analytics page:


Summary

The Summary section is the first section on the Analytics page. This section displays the following:

  • Total appointments

  • Appointment split

  • Total revenues

  • Revenue split

You can change the timeframe of what is displayed in the Summary section, by selecting the dropdown in the top left-hand corner:

Note: The Month option refers to the calendar month, and not the last 30 days.

You can also view the top analytics for a specific area of your practice by going to the dropdown below the main Summary:


Graph

The Graph section allows you to view your practice's data through a bar chart. You can choose what is displayed on this bar chart by selecting different options from the drop down menus at the top:


Reports

The Reports section allows you to export your practice's data as a .CSV file. Use the Select report dropdown and the date pickers to choose a report to generate:

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