Reports Overview

The Reports Overview provides a summary of your business performance. On the main report page, you can view a revenue breakdown, gross profit, and gross margin. Additionally, you can evaluate patient growth and access utilization and efficiency metrics. A trend chart is available, with display options by day, week, month, or year.

To explore data in greater detail, navigate to the following specific reports:

• Revenue Report

• Patient Analysis

• Inventory & COGS

• Provider Performance

• Appointments & Utilization

• STAT Report

How to Access the Reports Overview

• Navigate to Reports in the main menu.

• Select Reports Overview.