Review clinic and monthly reports
Check the period and scope before interpreting a report.
Step by step
- Open the available clinic reports or Monthly reports screen.
- Choose the date range, month or other available filters.
- Confirm the location and staff scope relevant to your access.
- Review the report alongside the underlying appointments, patient records and invoices.
- Use the available export or print action when a copy is needed.
Keep in mind
Basic and advanced reporting differ by plan. A filtered report may exclude records outside the selected period or your permissions.
Related guides
Billing & reports
Import or export clinic data
Prepare a small sample before importing a large list.
Read guide →Clinic & teamWhy is a feature or record unavailable?
Check role, location and plan permissions first.
Read guide →Still need help?
Send your clinic code and the exact issue. Keep passwords and patient information private.
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