Saved reports and report shortcuts

When you Create report in Manual report, Clinic Membership saves a named shortcut. Saved reports also appear in the Saved reports card — and you can pick any of them from the Manual report dropdown to run again.

View saved reports

1. Go to Admin → Dashboard & reports.
2. Open the Report builder panel on the right.
3. Scroll to Saved reports — each row shows the name and report type.
4. To run one, open the Manual report dropdown above and choose your saved report under Saved shortcuts.
5. Click Run report to refresh the numbers.

Built-in report shortcuts

The Manual report dropdown also lists built-in reports grouped by area — membership, sales, patients, appointments, and more. These do not need to be saved first; pick one and click Run report.

What happens next

• Build a custom report

  Create a new saved report from a data source.

• Find a report with the reports assistant

  Describe what you need and let the assistant suggest a report.