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ReportyOverview

Your complete reporting dashboard — everything in one view.

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ClinicSoftware Reports Overview

A tour of all report types available — from revenue and commissions to client activity and KPIs.

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Feature Tour · 7 min
imageReport Index
REPORTS OVERVIEWRevenue Commissions KPI TransactionsPerformance Activity Stock MarketingFEATURE PREVIEWLEARN MORE

The Reports Overview is the landing page for all your ClinicSoftware analytics. See headline KPIs, recent report summaries, scheduled reports, and quick links to every report type. Configure a custom dashboard that shows the metrics most important to your business at a glance when you log in each morning.

Ako to funguje
01
Navigate to Reports from the main sidebar to reach the Reports Overview
02
Customise the dashboard widgets to show the KPIs most relevant to your role
03
Schedule automated reports to be emailed to you or your team on a regular cadence
04
Drill down from any summary metric to the detailed underlying report
Kľúčové vlastnosti
report Customisable Dashboard
report KPI Widgets
report Scheduled Report Emails
report Quick Links to All Reports
report Summary Trend Charts
report Role-Based Default View
report Date Range Selector
report Drill-Down Navigation
Profesionálne tipy
lightbulb Configure your Reports Overview dashboard on your first day so it shows exactly what you need
lightbulb Schedule a weekly summary report to be emailed to all managers every Monday morning
lightbulb Bookmark the Reports Overview as your browser homepage for instant daily access