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.
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
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.
