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Reports & Analytics

Keep a bird’s eye view on your daily, weekly, and monthly operations.

Practice management reporting capabilities

Flexible Reporting

With over 26 reports from client retention to detailed financial reporting, you have access to the data that you need, exactly when you need it. With Power Diary’s intuitive and flexible reports, you’ll be able to assess the metrics that matter to your business, giving you the insight you need to thrive. In a matter of seconds, gain access to numbers that have the power to accelerate your clinical performance.

Filter and Group

Filter and sort your reports so that you can focus on the data that matters most to your business.

Export to CSV or PDF

Almost all of reports are exportable to CSV or PDF, giving you the freedom to view your data.

One Click Print

Instantly print reports at the click of a button, giving you the data you need exactly when you need it.

Gain insight that supports your data-driven decisions.

“How many new Clients am I getting?”

“What’s our most popular service?”

“How is my clinical team performing?”

“Who are our most popular referrers?”

“How are clients finding out about us?”

Client Reports

Keep track of appointments, individual attendance rates, client birthdays, and total appointments booked. The more you know about your clients, the higher quality of service you can provide. Plus, who doesn’t love a birthday greeting? Going the extra mile is what separates your clinic from the rest. Pictured above is a user who’s about to view a report for all clients with an appointment between August 1 and August 9 (all diaries, locations, and referrers).

Financial Reports

Make sure no decision maker is left in the dark; run regular reports that detail your accounts receivables, aged receivables, invoices created, and payments processed. Take the guesswork out of your accounting with detailed financial reports. After all, information truly is power. Pictured above is a user who’s about to view a report for all paid and unpaid invoices between August 1 and August 8.

System Reports

Referrals Report

Want to see how your clinic is performing on a daily, weekly, and monthly basis? You might have a hunch, but why not double check. Make sure everything is running smoothly with reports that segment referral trends, marketing campaign logs, and recurring appointment or session expiration. Pictured above is a user who’s running a report for referrals made between August 1 and August 8.

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