POWERFUL INSIGHTS

Data & Reports

Income analysis
Income analysis
Customizable reports
Customizable reports
Client demographics
Client demographics
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Data & Reports
Income analysis

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

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.

Customizable reports
Client demographics
Client demographics

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.

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