Reports

Generate reports and insights from your data.

Overview

Reports help you understand your work patterns and client outcomes.

Available Reports

Activity Reports

• Appointments completed
• Time spent per client
• Service distribution

Client Reports

• Active clients
• New clients per period
• Client outcomes

Billing Reports

• Revenue summaries
• Outstanding invoices
• Service breakdowns

Generating Reports

1. Navigate to Reports
2. Select the report type
3. Choose the date range
4. Apply any filters
5. Click Generate

Exporting Reports

Reports can be exported in various formats:

• PDF for printing or sharing
• Excel for further analysis
• CSV for data processing

Scheduled Reports

Set up automatic report generation:

1. Create the report with your desired parameters
2. Click Schedule
3. Choose the frequency (daily, weekly, monthly)
4. Select recipients

Custom Reports

Contact your administrator to request custom reports tailored to your organization's needs.