Review statistics

Use Statistics to view centre statistics for appointments and visits over a chosen period.

How to filter statistics

Open Statistics.
Select the statistic category and the available subcategory you want to review.
Choose a period, such as an annual period, quarter, or month.
Where available, filter the results by user and payment method.
Select the available chart presentation, such as the individual or grouped view.

How to export statistics

Set the required category, filters, and period.
Use Export Excel Documentation for the selected appointment or visit data.
Save the generated document when prompted.

Important information

Statistics are subject to the access restrictions applied to your user account. The available filters and charts depend on the selected statistic.

Troubleshooting

If no data is shown, widen the selected period or adjust the user and payment filters.
If the Statistics menu is unavailable, ask an administrator to check your access rights.
To export all visit income for a period, use the visits export in Statistics; it can include visits whether or not they have been invoiced.