Build a custom report

Dashboard & reports includes a Manual report builder in the right-hand panel. It uses the same data as your dashboard widgets and the reports assistant — so numbers stay consistent everywhere.

Run a built-in report

Go to Admin → Dashboard & reports.
Open the right panel (Report builder) if it is collapsed.
Under Manual report, pick a report from the dropdown — for example unpaid invoices or POS sales.
Click Run report.
Review the preview table or chart.
Use Download CSV or Download PDF if you need to share the figures.

Manual report builder with report preview — Manual report — pick a report, run it, and export from the preview.

Create a report from a data source

In Manual report, click Create report.
Name your report and choose a data source (invoices, patients, membership, appointments, and more).
Set filters — for example unpaid only, or a date range.
Save — it appears in your Saved reports list and in the Manual report dropdown.

Create report dialog with data source and filters — Create report — name it, pick a source, and filter before saving.

Tip

After saving, you can add some reports to the main dashboard row from the preview panel.

What happens next

Saved reports and report shortcuts
Find and re-run reports you have saved.
Customise your reports dashboard
Add report widgets to your dashboard layout.