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Practice Better is gradually rolling out a refreshed UI/UX design. You may notice that the navigation bar has moved from the top to the left side of the portal. As a result, some screenshots and images in our articles may not yet reflect the updated interface — but the steps and guidance are still accurate.

We're actively updating all articles and appreciate your patience in the meantime. If something looks different than what you see on screen, the functionality is the same — just with a fresh coat of paint.

Reports give you a clear picture of your practice's performance, from session history and billing to forms and program enrollment. Access reports by navigating to My Practice > Reports, or use the Reports shortcut on your practitioner dashboard.

In this article:

Navigating to Reports

From your main menu, go to My Practice > Reports.

Or, from your Practice Better Home Dashboard, click the Reports link on the left.  

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, including transaction amounts and processing fees. 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

AI Session Insights (Session History Report)

Session Insights is an AI-powered feature on the Session History Report that analyzes your report data and surfaces trends, risks, and growth opportunities, so you can act on your data without manually reviewing every row.

Viewing the Session Insights Summary

When you open the Session History report, a summary banner appears below the KPIs at the top of the report. The banner displays a brief insight drawn from your current report data, along with a timestamp indicating when the summary was last generated.

Opening the Full Session Insights Panel

To view the complete set of insights, click Open report in the summary banner. The Session Insights panel opens as a floating window alongside your report. You can move the panel by dragging it, minimize it, or close it using the controls in the panel header.

The panel organizes insights into labeled categories, including:

  • Risk: Patterns that may indicate instability or a drop in performance.
  • Issue: Specific anomalies or trends that warrant attention.
  • Growth: Positive trends and emerging opportunities.
  • Opportunity: Suggestions for improvements.

📍 Note: AI-generated summaries are intended to assist interpretation. Always refer to the chart data for full accuracy.

Refreshing Session Insights

Session Insights reflects the filters currently applied to your report. When you update report filters, the summary prompts a refresh to reflect the new data. You can also manually trigger a refresh at any time by clicking the Refresh link in the banner or the Refresh button in the panel header.

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). If you have applied filters that result in no data, the Download option won't be displayed.

To download a report, click the Download button near the top-right side of the report:

📍 Note: The Session Insights summary is not included in downloaded reports.

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:

Learn more about Sharing Resources with Team Members →

You can also bookmark reports to your practitioner dashboard for quick access.

Learn more about Customizing Your Dashboard → 

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