Reports
Twenty-two reports. No spreadsheet wrestling.
Daily close-out, AR aging, revenue by service / provider / location, schedule utilization, no-show rate, top spenders, booking lead time. Live data. CSV export. 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 gate to owner, manager, and bookkeeper. Guest reports gate to owner, manager, and marketing. Operations is open to the whole staff.
Hire a bookkeeper. They see revenue without seeing the medical history attached to it.
- 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 handles 100k-row exports without locking up the browser.
Reports with per-customer data — top spenders, inactive clients, AR aging — fire a PHI confirmation modal first. The confirmation is audit-logged with the operator's name. SOC 2 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