The same shell, every time
Open any report from the Report Library and you land on the same page shape, at /reports/{id}: a filter bar at the top, a row of KPI cards beneath it, and then the report's main data view. Learning this shell once means every report in the library — financial, appointments, patients, practitioners, communications, or compliance — is immediately familiar, even the first time you open it.
That consistency is deliberate. Reports differ wildly in what they measure, but they shouldn't differ in how you operate them — the muscle memory you build running Daily Takings every evening should transfer directly to running a compliance report you only open once a quarter.
- The filters common to most reports: date range, location, practitioner, and compare
- What the KPI card row shows, and how it relates to the AI features covered in the Report Library
- Why most reports render a table, while one renders a visual schedule board instead
- What varies from report to report, and where to find the specifics
The filter bar
Most reports draw from the same small set of filter controls, though which ones actually appear depends on what the report measures — a report scoped to lifetime patient totals, for instance, has no reason to offer a date range.
| Filter | What it does |
|---|---|
| Date range | Restricts the report to a specific period. Some reports use a single date instead of a range — <a href="/reports-financial/daily-takings/">Daily Takings</a> is the clearest example, since it's built around cashing up one day. |
| Location | Restricts the report to one clinic location, for clinics running more than one site. |
| Practitioner | Restricts the report to a single practitioner's activity. |
| Compare | A toggle that adds period-over-period comparison, showing the selected range against the immediately preceding period of the same length, so you can see whether a number moved up or down. |
Each report's own help article states exactly which of these apply to it — don't assume a filter exists just because you've seen it elsewhere in the library.
KPI cards and the AI layer above them
Beneath the filter bar, a row of KPI cards summarizes the report at a glance — the headline numbers you'd otherwise have to calculate yourself by scanning every row of the table. What those cards actually measure is different for every report; what's identical is how you interact with them.
Every KPI card carries an Explain this number button, and every report shows an AI-suggested Refine row underneath the card row once the report finishes loading. Both behave identically everywhere in the library, so rather than repeat the mechanics on every report's page, they're covered in full once.
Table vs. schedule board
Below the KPI cards, the large majority of reports display their data as a table: rows and columns you can scan, sort, and export. Each report's own article lists exactly which columns to expect and what each one means, since column sets vary a lot by subject — a financial report's columns look nothing like a compliance report's.