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