Reports can be accessed by going to My Practice > Reports or from the "Reports" shortcut on your practitioner dashboard.
For the best experience, we recommend viewing reports on a laptop or desktop PC. Currently, reports cannot be viewed on phones or small tablets.
- Available Reports
- Team Member Access
- Comparing Reporting Periods
- Viewing Reports on Smaller Screens
- Downloading Reports
- Saving Reports
Available Reports
Scheduling
- Session History: View all sessions scheduled during a given period and any invoice linked to the session. Filter by service, practitioner, and attendance status.
- No-shows & Cancellations: View all no-shows and/or cancellations within a given period. Filter by service, practitioner, and attendance status.
- Session Recall: View all clients who have not booked since a given date. Displays their last booked session and last session date. Filter by service, practitioner, and client tag.
- Package History: View all packages booked within a given period. Filter by package name and practitioner.
- Active Packages: View all packages that are not expired and have sessions remaining. Filter by package name and practitioner.
Billing & Payments
- Payment History: View all payments made within a given period. Filter by practitioner, client tag, currency, and payment source.
- Transaction Statement: View a list of payments, refunds, and write-offs within a given period. Filter by practitioner, client tag, and currency.
- Sales Tax: View a breakdown of taxes collected on invoices within a given period. Filter by practitioner and currency.
- Insurance Claims (With Claim.MD integration): Displays all claims created, including their date of service, status, amount claimed, amount paid, diagnostic codes, and procedure codes. Filter by practitioner, client tag, claim status, and insurance payer.
- Accounts Receivable Claims: Monitor and manage insurance claims with Claim status tracking and filtering by insurance provider.
- Accounts Receivable Invoices: Track all outstanding customer invoices in one place. Monitor unpaid invoices, follow up on overdue payments, and manage cash flow effectively.
- Scheduled Revenue: Financial forecasting and revenue planning from Upcoming payment plan installments, Future booked sessions with attached invoices, and Future invoices not linked to sessions.
Forms
- Pending Forms: View all forms that have not been completed. Filter by form title, status, and client tag.
- Form Response Summary (Starter plan or higher): View all client responses to a given form. Filter by form title, date sent, practitioner, and client tag.
Notes
- Unsigned & Incomplete Notes: View all in-progress, completed, and signed session notes. Filter by date created, practitioner, and Note status.
Programs
- Program Enrollment Comparison: View and compare the statuses of your programs. Filter by Program name.
Giving Team Members Access to Reports
Team members will require permission to view and create new reports. As the team owner, this can be done by going to the My Team page, then click Edit next to the role of the team member(s) who needs access to reports.
Select the required permissions under the Organization: Reports section and save the role:
Certain reports will require additional permissions to view. For example, the Payment History Report also requires the Clients: Invoices, Coupons, Payment Plans permission. Similarly, session and package reports require the ability to view clients' bookings and packages. Learn more about managing roles and permissions.
Comparing Reporting Periods
Some reports may include Key Performance Indicators (KPIs), which can be compared to previous periods(s). For example, if your reporting period is May 2025, you can compare it with the previous month, or the same month in the previous year.
Adjusting the Filter by period will result in comparable options in the Compare with period.
The comparison period can be adjusted on the left side of the report:
The progress for the current reporting period versus the comparison period is displayed under the KPIs at the top of your report:
Viewing Reports on Smaller Screens
For some reports, you can use the Toggle chart button on the right side of the report to hide the chart and make more space available for the resource list below:
You can also enable full-screen mode to increase the overall viewing area for your report. Click the Toggle full screen button in the top-right corner:
Downloading Reports
Every report has an option to export the results to a spreadsheet (either CSV or Excel). To download a report, click the Download button in the top-right corner of your screen:
Saving & Sharing Reports
You can adjust the report filters and save a report by clicking the Save report button in the top-right corner of your screen:
Provide a name for your report and save it. Saved reports are listed at the top of your Reports home screen.
Click the Save report button at any time if you want to make adjustments to the filter options.
You can edit the report name, delete the report, or share it with other team members from the More Options menu on the reports home screen. Click the 3 dots next to the report to view all available options:
You can also bookmark your report(s) on your portal dashboard for quick access.