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.
How It Works
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
Key Features
Customisable Dashboard
KPI Widgets
Scheduled Report Emails
Quick Links to All Reports
Summary Trend Charts
Role-Based Default View
Date Range Selector
Drill-Down Navigation
Pro Tips
Configure your Reports Overview dashboard on your first day so it shows exactly what you need
Schedule a weekly summary report to be emailed to all managers every Monday morning
Bookmark the Reports Overview as your browser homepage for instant daily access