Reports and dashboards for owners

Dashboard & reports brings together membership metrics, POS sales, unpaid invoices, patient activity, and custom report shortcuts. Owners and authorised staff can rearrange tiles and ask the reports assistant for ad-hoc views.

Who can access reports

Admins always have access. For staff logins, switch on Can access Dashboard & reports under Settings → Team when adding or editing a team member.

Open the dashboard

Click Dashboard & reports from the staff navigation (or go to Admin → Reports).
Review widgets such as membership pulse, pipeline, POS sales, and unpaid invoices.
On desktop, drag tiles to reorder your layout.
Use the reports assistant to describe what you want to see, or open manual report shortcuts from the sidebar.

Dashboard and reports page with KPI widgets — Dashboard & reports — membership, sales, and clinic KPIs in one place.

Note

Membership-specific charts also appear on the Membership dashboard (Admin → Membership). Use both for day-to-day ops vs owner overview.

What happens next

Build a custom report
Build and export custom reports.
Customise your reports dashboard
Reorder widgets and change chart options.
Stock reports
Retail and professional stock level and movement reports.
Set up membership plans
Set up plans so membership widgets have data.