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How to use your provider reports

Choose a period, configure the available views, and export a report.

  1. Open Reports

    Select the date range and available filters. Clinic clinicians see their provider scope; solo providers see their own practice's data.

  2. Choose what to review

    Configure the headline figures, financial line graph, activity graph, and table using the options on the page.

  3. Export the selected report

    Check the period and filters, then export PDF or Excel. Clinic payroll and team-wide reporting stay with the clinic portal; Activity Log is a solo practice feature within the clinician guide.