Reports
Signal from noise. On demand.
Pre-built KPI dashboards, daily trend analysis, provider benchmarking, and one-click CSV/PDF exports. The numbers you need, when you need them.
01
KPI Dashboards
Production, collections, new patients, hygiene reappointment rate, and case acceptance — all on a single screen. Filter by date range, provider, or location to drill into the details.
- Real-time production and collections
- New patient acquisition tracking
- Hygiene reappointment rate monitoring
- Case acceptance percentage by provider
02
Provider Benchmarking
Compare providers side by side on production, speed, patient satisfaction, and treatment mix. Identify top performers and coaching opportunities with objective data.
- Provider-vs-provider comparison
- Production per clinical hour
- Patient satisfaction correlation
- Treatment mix analysis per provider
03
Export & Scheduling
Export any report to CSV or PDF with one click. Schedule recurring reports to land in your inbox every morning, week, or month so you never have to pull numbers manually.
- One-click CSV and PDF export
- Scheduled recurring email reports
- Custom date range selection
- Multi-location consolidated reporting