Reports
Twenty-two reports. No spreadsheet wrestling.
Daily close-out, AR aging, revenue by service / provider / location, schedule utilization, no-show rates, top spenders, booking lead time. All running against live data; CSV export with HIPAA confirmation gate; audit-logged on every run.
Sales — last 30 days
Apr 16 → May 15 · 4 paid invoices today
Gross
$48.6k
Tax
$4.31k
Avg invoice
$483
22
Pre-built reports — no custom report-builder required.
Live
Real-time data — no nightly refresh delay.
CSV
Streaming export with PHI confirmation gate.
Categories
Four categories, each with five-plus reports.
Financial — Sales by date range, daily close-out, revenue by service, revenue by location, tax collected, AR aging.
Staff — Revenue by provider, schedule utilization, no-show rate by provider, new clients by provider, repeat-rate by provider.
Guests — New vs returning, top spenders, inactive clients, visit frequency, birthday list, forms outstanding.
Operations — Appointments by status, no-show rate, cancellation rate, booking lead time, service mix, busiest hours.
Permissions
Each category gates by role.
Financial reports require the financial-reports permission (owner, manager, bookkeeper by default). Guest reports gate to owner, manager, and marketing. Operations reports are open to the whole staff, including front desk.
Per-category gating means you can hire a bookkeeper and give them the financials without exposing the medical history of every patient on the chart side.
- Per-category role gating
- Audit log on every report run
- Server-filtered catalog (you only see what you can run)
- PHI confirmation modal on per-customer exports
All locations · Rollup
3 sites · Last 30 days
Manhattan
Flagship · 8 providers
$28.4k
+12%
Brooklyn
5 providers
$14.1k
+4%
Hudson Yards
Opened Mar · 3 providers
$6.1k
+38%
Export
CSV export, with a PHI gate where it matters.
Every report exports to CSV in one click. Server-side streaming means a 100,000-row export doesn't lock up the browser or the backend.
Reports that include per-customer data — top spenders, inactive clients, AR aging — fire a PHI confirmation modal before the download. The confirmation is logged in the audit trail with the operator's name. SOC 2 attestation evidence built in.
- Server-rendered streaming CSV
- PHI confirmation modal on per-customer exports
- EXPORT audit-log entry with phi_confirmed flag
- Filename includes the report ID + date range
See it in 30 minutes