🚨 The enterprise portal is currently in testing with our product team and select clinics, with a broader release for consolidators and large multi-clinic businesses planned in the future.
📝 Overview
The Reporting section gives enterprise administrators a centralized view of performance data across all clinics in your organization — eliminating the need to log into each location separately. Use enterprise reports to compare key metrics like revenue, appointment volume, and client activity across locations, or filter by individual clinic to drill down into location-specific data. This flexibility makes it easier to identify trends, monitor performance, and make informed decisions across your entire network.
⚠️ Please Note: Currently, the enterprise portal has one report: Demand, Utilization & Engagement. Additional reports will to be built out and added over time.
📊 How to Access the Reports Section
From the left hand Navigation, select the Reports option. This will expand and present you with your report choices.
Each report includes a Definitions & Methodology section at the bottom to help you interpret your data accurately. This section contains a Status Legend — which outlines the parameters used to pull report data — and a Metric Formulas section, which defines how each data column is calculated.
📉 Understanding Reports - Filtering & Sorting
The report grid organizes your data into sortable, customizable columns so you can focus on the metrics most relevant to your needs.
Click the arrow to learn how to filter & sort reports
Click the arrow to learn how to filter & sort reports
Filtering
Any column can be filtered by clicking the filter button (three descending lines) at the top of the column.
Click the dropdown in the first field to select your filter condition.
Type in the search field to narrow your results — the grid updates in real time as you type.
💡 Tip: Use the AND / OR toggle when filtering by multiple conditions. And returns results that meet all selected conditions; Or returns results that meet any of them.
Saving Filters
Use the Save Filter option in the top right of the screen to preserve your customized view for future use. Apply your desired column filters, click Save Filter, and assign it a descriptive name. Saved filters appear at the top of the report grid, allowing you to quickly reapply those parameters at any time. Multiple saved filters can be created to support different reporting needs across your organization.
Sorting
Click the three dots at the top of any column to access sorting and display options.
Sort Ascending / Sort Descending — Ascending order sorts data numerically first, then alphabetically from A to Z. Descending reverses this order. Select Clear Sort from the same menu to remove sorting.
Pin Column — Pin Left moves the column to the far-left of the grid; Pin Right moves it to the far-right. Select No Pin to unpin. Multiple columns can be pinned simultaneously.
Autosize This Column / Autosize All Columns — Automatically adjusts column width based on the data it contains, either for the selected column or all columns at once.
Choose Columns — Add or remove data columns from the grid. Check to add, uncheck to remove. Search or scroll to see all available options.
Reset Columns — Restores all columns to their default sort and display settings.
📈 Available Reports
This section will list the available reports under the Reports section of the enterprise portal.
Demand, Utilization & Engagement: This report provides a consolidated view of appointment activity across all clinics in your organization. Use this report to monitor scheduling demand, track patient visit volume, and identify trends in no-shows and cancellations — giving leadership the visibility needed to evaluate clinic performance, reduce leakage, and understand patient and client engagement at both the network and individual clinic level.