Reporting Dashboard

Last updated: 13 July 2026

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.

The dashboard cards are a read-only summary -- they are not clickable. To drill into a specific area, use the Reporting sidebar on the left, where the specialist pages are grouped under Operational (Appointments, Availability, Tasks, Communications, Filing, Finance, Patients), Clinical (Patient Registers, Care Gaps, Recalls, Medications, Referrals, Pathology, Alerts) and Advanced Analytics. For example, to dig into appointment activity, open Reporting > Operational > Appointments.

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

Each individual analytics page below the dashboard 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

Two new Overview pages have been added to the Reporting section:

Overview What it shows
Availability Scheduled sessions, available hours, booked-vs-free utilisation, capacity per clinician
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.