Find a report with the reports assistant

The reports assistant lives in the right-hand panel on Dashboard & reports. Tell it what you are trying to understand — it replies with a suggestion and, when possible, loads a preview using the same numbers as your live dashboard widgets.

Ask for a report

Go to Admin → Dashboard & reports.
Open the Report builder panel.
In Reports assistant, type what you want — for example “How many unpaid invoices do we have?” or “Show me membership applications this month”.
Click Get suggestion.
Read the reply. If a report matches, a preview loads below with the same data as a dashboard widget.
From the preview you can add the widget to your dashboard or open Manual report to export CSV/PDF.

Reports assistant with a question and suggested report preview — Reports assistant — ask in plain language, then review the preview.

Note

If nothing fits yet, use Suggest report to send your idea to the Clinic Membership team — we use these requests to improve the report library.

What happens next

Customise your reports dashboard
Pin a useful widget to your dashboard.
Build a custom report
Build a precise report manually when you know the data source.