Business Reports give you a high-level view of clinic performance across every dimension — revenue, appointments, staff productivity, service popularity, product sales, and client retention. Run reports for any date range, any location, and any staff member. Export as PDF or CSV for accountants, investors, or management meetings.
Как работи
01
Navigate to Reports → Business Reports in the main sidebar
02
Select the report type and define the date range and location filters
03
Review the report on screen with interactive charts and data tables
04
Export as PDF or CSV for sharing with your accountant or management team
Ключови характеристики
Revenue Summary
Appointment Volume
Service Popularity
Staff Productivity
Product Sales
Client Retention Rate
Location Comparison
PDF & CSV Export
Професионални съвети
Run business reports on the first day of every month to review the previous month's performance
Compare this month versus the same month last year to identify seasonal trends
Share the monthly report summary in a team meeting to keep everyone aligned on performance