Reporting Dashboard

Last updated: 28 May 2026

Reporting Dashboard

The Reporting Dashboard gives you a snapshot of your practice's activity and patient metrics. It is the landing page of the Reporting section and provides at-a-glance numbers across clinical, operational, and patient dimensions.

Practice Activity Metrics

The dashboard displays the following operational metrics:

Metric Period
Appointments Last 7 days
DNA Rate Last 30 days (percentage of missed appointments)
Messages Sent Last 7 days
Tasks Completed Last 7 days

Patient Metrics

Metric Description
Active Patients Total patients who are not archived
New Patients Patients registered in the last 30 days
In Registers Patients with active register memberships

Clinical Activity Metrics

Metric Period
Prescriptions Issued Last 30 days
Lab Results Received Last 30 days
Unreviewed Lab Results Currently awaiting review

Appointment Trend Chart

A bar chart shows the number of appointments per day over the last 14 days, giving you a quick view of how busy the practice has been.

Each metric card links to the relevant specialist analytics page. For example, clicking the Appointments metric takes you to the Appointments Analytics page for a deeper breakdown.

Tip: The Reporting Dashboard is different from the main Dashboard. The main Dashboard focuses on your personal tasks and diary, while the Reporting Dashboard shows practice-wide metrics.

Shared Filter Bar Across Overviews

Every analytics Overview now uses the same filter bar:

  • Date range presets (7 / 30 / 90 / 365 days) plus a custom range picker
  • Practitioner, location, status, and other scope filters where applicable
  • Filters are written to the URL so views are shareable and survive a reload
  • A Reset button returns to the default view

Available on Appointments, Online Booking, Finance, Medications, Tasks, Messaging, Referrals, Patients, Alerts, Pathology, Availability and Filing.

New Overviews

Three new Overview tabs join the existing analytics pages:

Overview What it shows
Availability Scheduled sessions, available hours, booked-vs-free utilisation, capacity per clinician
Alerts Active and critical alert counts, daily creation trend, category and severity breakdowns, upcoming reviews
Filing Throughput, backlog, deletions-in-period, filings-per-day, and paginated Filed / Deleted tabs

Tip: Availability has moved from Configuration into Reporting → Operational. The existing Schedules / Sessions / Blocks tables are unchanged and /app/availability still works.