The report viewer shell
Every report opens in the same shell, at /reports/{id}. Whichever report you're viewing, the page follows the same layout: a filter bar at the top, a row of KPI cards below it, and then the report's main data view.
- The filters common to most reports: date range, location, practitioner, and compare
- What the KPI cards at the top of a report show
- Why most reports display a table, while one shows a schedule board instead
- Where to read about the AI features that appear on every report
Common filters
Most reports share the same filter controls, though the exact set varies by report:
- Date range — restricts the report to a specific period
- Location — restricts the report to a single clinic location
- Practitioner — restricts the report to a single practitioner
- Compare — a toggle that adds period-over-period comparison, showing how the current period stacks up against the previous one
Each report article in this help center lists exactly which of these filters apply to it, since not every report uses all four.
KPI cards
Above the main data view, a row of KPI cards summarizes the report at a glance — the headline numbers you'd otherwise have to calculate yourself by scanning the table.
Every KPI card has an Explain this number button, and every report has an AI-suggested Refine row underneath it. Those two features work identically across all reports, so they're covered in full in the Report Library article rather than repeated here.
Table vs. schedule board
Below the KPI cards, most 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.