POWERFUL INSIGHTS
Data & Reports

Income analysis

Customizable reports

Client demographics


Income analysis
Run income reports
Create monthly/quarterly/yearly reports for growth planning and forecasting.
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 from your dashboard.
See real-time analytics
Sort data by office locations, individual staff member, and income.
*group practice feature
Track earnings
Create audit reports identify what drives revenue and what can be improved.



Client demographics
View detailed insights
Easily compare age, gender, and zip code information.
Understand your business
Track new and returning clients, treatment length, and lapsed clients.