Semble Data and Reports

In this article:

Monitor

Analytics

Reporting

Managing The Size of My Export

Under the Data tab, you will discover three further tabs: Monitor, Analytics, and Reporting.

Monitor

The three primary sections on this page are Appointments, Invoices, and Revenue:

• Appointments - Shows your appointments today and their outcomes. Outstanding appointments includes all scheduled appointments that do not have a status selected in the calendar.

• Invoices - Shows the proportion of appointments that have had an invoice created for them today. Note, cancelled appointments are not included in this graphic.

• Revenue - Shows the overall revenue generated by the practice today, including breaking out what proportion is paid vs outstanding. Additionally, the breakdown is shown between appointments and products. 

Improve your Practice Performance

At the bottom of each of the three sections are buttons that will take you to a report to investigate further.

• Click "View appointments report" to see details about all appointments.

• Click "View non-invoiced products report" to see what has not been invoiced and needs to be.

• Click "View invoices by line item" to see each item that is invoiced and whether it has been paid.

Analytics

At the top of the page, you’ll find several filters to help you customise your view:

• Date filter: Select the time period you want to review.

• View format: Choose how to display the data — by week, month, or year.

• Location filter: View data for a specific location.

• Clinician filter: Narrow the data down to a specific clinician.

These filters make it easier to analyse the data based on what’s most relevant to you.

Overview of KPI

This section gives you a clear overview of your Key Performance Indicators (KPIs), including:

• 💰 Revenue

• 📅 Appointments

• 🧍‍♂️ New patients

• 💊 Number of prescriptions

• 🧪 Number of lab orders

This KPI overview helps you:

• 📈 Track performance at a glance – Quickly see how your practice is doing over time.

• 🎯 Spot trends – Monitor increases or decreases in revenue, patient volume, and clinical activity.

• ✅ Make informed decisions – Use data to adjust staffing, appointment availability, or marketing efforts.

• 🕵️‍♀️ Identify areas of improvement – Easily pinpoint which areas may need attention (e.g., fewer new patients or lower prescription volumes).

• 📊 Measure the impact of changes – See the effect of new strategies, campaigns, or workflow changes on your core metrics.

By keeping an eye on these KPIs, you can make smarter, data-driven decisions to support the growth and efficiency of your practice.

Visualise Your Key Data

This section presents a series of visual breakdowns that help you better understand the key drivers behind your business performance.

Each chart or table focuses on a specific metric to give you more context and highlight trends over time.

These insights include:

Reporting

The Reporting tab in Semble gives you access to a wide range of reports to help you track performance, monitor financial health, and gain insights into day-to-day activity within your practice. Simply click on the desired report to view the relevant data.

Filter by Report Category

To help you quickly find the data you need, reports are organised into four main categories. Use filters to only see the reports within the chosen categorie!:

• Income & Finance – Track revenue, outstanding balances, invoice summaries, and more to manage your practice’s financial health.

• Appointments & Services – Get an overview of booking trends, cancellations, service performance and more.

• Practice Productivity – Review practice activity and view patient details, contact information, letter records, and more to gain deeper insights.

• Clinical Data – Access insights on prescriptions, labs, medical records, and other clinical information recorded during consultations.

Report Previews

Each report is displayed in a list format with a brief description of what the report includes. Simply click on the desired report to view the relevant data!

This makes it easier to:

• Identify the most relevant report for your needs.

• Quickly understand what kind of data each report provides.

• Compare different reports to find the one that gives you the clearest insight.

Filter The Report

1. Click the Filters button in the top right corner of the report
   
2. A filter panel will open on the right-hand side of your screen
3. Select your filtering criteria from the available options:
   • Date filters – Choose specific date ranges
   • Columns – Choose which columns you'd like to see on your report

1. • Other criteria – Additional filters relevant to the specific report
     
     
2. Click Apply to refresh your report with the selected filters

View Active Filters

Once you've applied filters, they appear as filter pills at the top of your report table. These pills show you at a glance which filters are currently active.

To remove a filter:

1. Click on the filter from the top of your report

2. A window will open on the right hand side, untick the box on any filter to remove that specific filter from your report

3. Click Apply to refresh your report with the selected filters

Select a Date Range

When generating a report, you can choose from three date filter options: Today, Last Closed Week, Last Closed Month, Last Closed Quarter, Last Closed Year or you can manually add your custom range.

Update Columns

1. Click the Filters button to open the filter panel
   
2. Scroll to the UPDATE VIEW section
3. Click on Columns
4. Select or deselect the columns you want to display
5. Click Apply to update your report view
   

This allows you to focus on only the data points most relevant to your analysis.

Reset Filters

The “Reset all” button at the bottom of the screen clears all applied filters and returns them to their default settings:

Navigate Through Your Data

View Row Count

• The display shows "Rows per page: [number]" – indicating how many rows are visible on the current page. 
  
  

Navigate Between Pages

• First page icon (⏮) – Jump to the first page
• Previous icon (◀) – Go to the previous page
• Next icon (▶) – Go to the next page
• Last page icon (⏭) – Jump to the last page

Managing The Size of My Export

It's essential to note that our reporting system has a limitation regarding the number of rows that can be generated in a single report.

Managing data with the limitation

Given the maximum row limit per report, it's important for users to be mindful of their data selection and filtering criteria when generating reports. Here are some tips on managing data within this limitation:

1. Refine Date Ranges: Narrow down the date range of your report to focus on specific time periods of interest. This can help reduce the volume of data and ensure that the report stays within the row limit.

2. Utilise Filters: Apply relevant filters to your report to narrow down the dataset based on specific criteria such as regions, categories, or product lines. Filters can help streamline the data and prevent unnecessary rows from being included in the report.

3. Break Down Reports: If your dataset exceeds the maximum row limit, consider breaking down your reports into smaller segments. Generate multiple reports with different date ranges or filtering criteria to capture the desired data without exceeding the row limit.

4. Export Raw Data: For detailed analysis beyond the row limit, consider exporting raw data directly from the platform's database or data export functionalities. This allows for deeper analysis using external tools or software capable of handling larger datasets.