Data & Reports
Income analysis
Run quarterly reports
Run quarterly income reports so your business is prepared when tax season arrives.
Optimize operations
Improve efficiency with detailed data reports for locations, providers, and session type.
*group practice feature
Customizable reports
Get detailed data
Use our advanced reporting tools to view financial, business, and client demographics right from your dashboard.
See real-time analytics
Sort data by office locations, individual staff performance, and income.
*group practice feature
Track earnings
Create audit reports to track earnings, learn what drives revenue, and identify what can be improved.
Client demographics
View detailed insights
Easily compare age, gender, and zip code information.
Understand your business
Track new vs returning clients, length of treatment, and who hasn’t scheduled follow-up appointments.
