📊 Business Intelligence

Payment Reports & Revenue Analytics
Understand Your Practice's Financial Health

Comprehensive payment tracking, revenue analytics by practitioner, and detailed transaction reports. Export to CSV or PDF for accounting and business analysis.

Powerful Payment Analytics

Get insights into your practice's financial performance

Payment Tracking

Track all payment transactions with complete transaction details including amounts, dates, payment methods, and status. See the full financial picture of your practice.

Revenue by Practitioner

See revenue generated by each practitioner. Identify your top revenue generators and analyze performance metrics across your team.

Date Range Filtering

View payment data for any time period. Analyze weekly, monthly, quarterly, or annual financial performance with flexible date range selection.

Summary Statistics

Key metrics displayed at a glance: total transactions, total revenue, outstanding balances, and average transaction values for informed decision-making.

CSV & PDF Export

Export payment reports to CSV or PDF formats. Perfect for sharing with accountants, bookkeepers, or your accounting software.

Role-Based Access

Administrators see all practice transactions while practitioners see only their own payments. Flexible access control protects practice data.

Start Understanding Your Financial Data

Get detailed payment insights and revenue analytics to make informed business decisions for your practice.