How to Generate Custom Reports

When the built-in reports do not cover your specific needs, use the custom report builder to create tailored reports.

Accessing the Report Builder

Navigate to Analytics → Custom Reports and click + New Report.

Building a Report

Step 1: Choose the Data Source

Select what data to report on:

Appointments — Booking data, statuses, dentists, treatments

Patients — Demographics, registration, visit history

Billing — Invoices, payments, revenue

Inventory — Stock levels, usage, costs

Staff — Work hours, patients seen, revenue per provider

Step 2: Select Columns

Choose which fields to include in the report. Available columns depend on the data source. For example, for Appointments:

Date, Time, Patient Name, Treatment, Dentist, Status, Duration, Revenue

Step 3: Apply Filters

Narrow the data:

Date range (required)

Specific dentist, treatment type, patient group

Status filters (e.g., only completed appointments)

Step 4: Group and Summarize

Optionally group results by:

Day, Week, Month, or Year

Dentist

Treatment type

Patient category

Add summary calculations: Count, Sum, Average, Min, Max.

Step 5: Choose Visualization

Select how to display the results:

Table — Raw data in rows and columns

Bar Chart — Compare categories

Line Chart — Show trends over time

Pie Chart — Show proportions

Saving Reports

Click Save Report

Name it (e.g., "Monthly Revenue by Treatment Q1 2026")

Access saved reports from Analytics → Custom Reports → Saved

Export as PDF, CSV, or Excel

Email directly to team members or stakeholders

Schedule for automatic generation and delivery

Example Custom Reports

Report	Data Source	Group By	Metric
Revenue by Treatment	Billing	Treatment Type	Sum of Revenue
Appointments per Dentist	Appointments	Dentist	Count
New Patients by Month	Patients	Month	Count
Inventory Cost by Category	Inventory	Category	Sum of Value

For built-in financial reports, see Financial Reports. For patient-specific analytics, see Where to Find Patient Analytics.

How to Generate Custom Reports