Reports overview

In Reports it provides a snapshot of records, bookings, and POS system activity within a selected time period. It helps track business performance based on client engagement, booking trends, and payment summaries.

📍 Where to find this: Left navigation menu → Reports

🧭 How to access Reports

Click Reports in the left navigation menu.

The Reports section opens with four sub-sections — Record, Booking, POS and Custom Report.

Reports Menu

✅ What you can do in Reports

#	Page	What it covers
1	Clinical record reports	View clinical activity metrics — clients, procedures, prescriptions and notes
2	Booking activity reports	Track booking volumes, top practitioners, services and cancellations
3	POS & sales reports	Analyse revenue, payment methods, top products and refunds
4	Custom reports	Build your own dashboard from 52 widgets across booking, record and POS data

💡 Click any page in the table above to go directly to its full guide in the Reports section.

Updated on: 06/08/2026

Was this article helpful?

Thank you!