From the Reports menu you can build live business intelligence widgets on your Dashboard, track practitioner KPIs on the Performance page, and run detailed, filterable Reports on billing, appointments, clients and integrations. This article gives you an overview of all three areas so you can quickly find the right tool for what you're trying to find out.

Your Dashboard is a customisable live business intelligence screen. You build it yourself from widgets — graphs, tables or single KPI values — each pulling live data such as appointment totals, billing totals, patient visit averages, online bookings, unique patients, or appointment book utilisation. Widgets can be filtered to a business, profession or practitioner, and once built, can also be added to your home screen for quick reference.

Use the Dashboard when you want an always-on, at-a-glance view of how the business is tracking — e.g. a screen in reception showing today's bookings, or a widget tracking billing trends over the month.

See: Creating a Dashboard in PracSuite and Using Dashboards in PracSuite.

The Performance page is a separate, KPI-focused view for tracking individual practitioner performance against targets. You build Metric Groups made up of Metrics (appointment, billing or patient-based), each with a configurable weekly target per practitioner. Results show progress against target and trend versus the previous period.

Use Performance instead of the Dashboard when you specifically want practitioner accountability and goal-tracking — e.g. "is each practitioner hitting their appointment or billing target this month" — rather than a general business snapshot. Practitioners can also be given a cut-down version of their own metrics on their home screen, without seeing everyone else's data.

See: Practitioner Performance Dashboard.

Account Balance

Lists all outstanding amounts and credits as of right now, groupable by practitioner or business. Use this to see who currently owes money, or what's owed to a specific practitioner today.

Bank Transfers

Tracks bank transfer balances and payments, including which invoices and items each transfer was applied to.

Banking Sheet

Summarises cash and cheque payments received under a Settlement Account.

Billing

Reports on items billed or paid within a date range (searchable by invoice date, item date, payment date or allocation date), broken down as either a Patient report (a detailed per-patient billing listing) or a Practitioner report (a summary groupable by schedule, business, practitioner and/or fee category). This is the core billing report, and is generally the primary report used to calculate practitioner wages or commissions — see Suggested Reports For Practitioner Wages for a full walkthrough of billed-vs-paid settings.

Cheques

Tracks cheque balances and payments, including which invoices and items each cheque was applied to.

GST Reconciliation

Tracks GST-inclusive invoices, items and payments, as a summary or detailed report, for both cash and accrual accounting. Use this at BAS time.

Invoice Adjustments

Lists items invoiced before a chosen date and any modifications made to them within a chosen adjustment period, including who made the change. Use this to track down what changed on already-reconciled invoices, and who changed it — see How to Generate an Invoice Adjustments Report.

Item Codes

Lists active schedules and item codes with their default fee structure per fee category (optionally including archived codes).

Outstanding Invoices

Reports on and actions invoices with a current outstanding balance. More than a balance list — this is also how most practices get invoices out the door and chase payment. Select owing invoices and Print or Email them in bulk, whether that's the first send, a reminder, or an overdue notice, and adjust invoice/due dates in bulk at the same time — see How to Manage Outstanding Invoices. For hands-off follow-up, invoice reminders can also be fully automated instead of run manually from this report — see Automatic Invoice Reminders.

Owing At

Retrospectively excludes payments made after a chosen date, to show what was owing as of that historical date. Use this for historical debtor snapshots — e.g. "what did this client owe at 30 June."

Pass Redemptions

Shows pass redemptions in a date range, broken down as a patient or practitioner report, separately from the Billing report. If you sell prepaid passes, combine this with the Billing report (excluding pass purchases) to get a complete wages picture without double-counting — see Creating & Redeeming Passes and Suggested Reports For Practitioner Wages.

Passes

Lists passes sold to patients, searchable by sold date, start date, expiry date or completion date, and filterable by fee category and active/inactive patients. This tracks sales, separately from the Pass Redemptions report which tracks usage — see Creating & Redeeming Passes.

Payments

Shows payments made against invoices, searchable by payment date or invoice date and groupable by business or payment method.

Reconciliation

Lists all payment methods used in a date range with total value and count per type. This is the report used for end-of-day reconciliation against your cash drawer, EFTPOS terminal or bank statement — see End of Day Reconciliation and Managing Discrepancies.

Statements

Creates and actions statements in bulk to summarise client invoices. See How to Create Statements in Bulk Using the Statement Report.

Stock Levels

Reports on current stock levels per business, or on stock that needs reordering. Performing the actual stocktakes, arrivals and manual adjustments is done from Inventory settings rather than from this report — see Managing Stock in PracSuite.

Transactions

Lists all transactions in a date range, filterable by business, profession, practitioner or settlement account.

Activity

Appointments created, cancelled, rescheduled or missed within a date range. Use this to find patients who cancelled or missed an appointment and have nothing booked in the future — useful for follow-up.

Appointments

Summary of appointment types booked in a date range, by patient or practitioner. Also useful for finding unbilled appointments or appointments missing a clinical note. Includes an optional heatmap view of your busiest times — see How to Generate an Appointment Report and Appointment Report Heatmap.

Day List

All appointments in a date range including notes and group appointments, groupable by practitioner, date or resource.

Future Appointments

Lists clients with (or without) a future appointment booked, groupable by practitioner or business.

Time Management

Total time booked per practitioner, broken down by item code or appointment type.

Waiting List

Lists patients on the waiting list, searchable by their available date or the date they should be waitlisted until, including their appointment type and resource requirements.

Active/Inactive Clients

Finds patients based on whether they had an appointment or a billed transaction within a date range — active within a range, inactive within a range, or both combined. Primarily used to find patients who were active previously but have since gone quiet, so you can re-engage them — see How to Find Inactive Patients via the Active / Inactive Patients Report and How to create a Patient Reactivation Campaign using a bulk SMS broadcast.

Birthdays

Clients with a birthday in a date range, including upcoming age and total billed.

Client List

All clients, filterable by demographic and practice-management criteria such as health fund, referring/general practitioner, marketing preferences, occupation and online booking status.

Client Visit Average

Average number of visits per clinical episode, per practitioner, based on either appointments or billed transactions, and available as a summary or a detailed breakdown. Use this as an indicator of potential under- or over-servicing.

Messages

SMS sent (overall or totalled per practitioner), emails sent, and memos created, for patients, third-party payers, referring doctors and organisations.

Patient Statistics

Summarises each patient's appointment history, upcoming bookings and total billed amounts, either across their full history or scoped to a chosen date range.

Recalls

Clients with an active recall set in the future, filterable by recall date, type or assigned practitioner.

Referrals

Clients, doctors or entities who referred a client in a period, with income generated per referral.

Tasks

Outstanding or completed tasks assigned within the practice, filterable by task type, assignee or status.

Treatment Plan

Clients with an active treatment plan (set up on the client's Accounts tab) — see Managing Treatment Plans for how plans themselves are created and tracked. Common uses: checking remaining balances across all patients, finding plans due to expire soon, checking plans against upcoming appointments, and — for NDIS clients using NDIS Funding Periods — tracking Funding Period usage and rollover per patient. Can also be used to send bulk emails/SMS to patients matching your treatment plan criteria.

Medicare Easyclaim

Lists Medicare Easyclaim transactions with their associated patients, invoices and items, including claim status (Bulk Bill, Fully Paid or Part Paid).

NDIS Bulk Export

Creates CSV exports of billed NDIS items ready to upload to the NDIA via the myplace provider portal, and lets you pay off items in bulk once the NDIA has paid. See Creating an NDIS Bulk Export.

Tyro Health EFTPOS HealthPoint

Summarises Tyro HealthPoint health fund payments, groupable by merchant ID, health fund and/or date. See Tyro Health EFTPOS Reporting.

Tyro Health EFTPOS Transactions

Lists Tyro HealthPoint and Tyro EFTPOS transactions with their associated patients, invoices and items. See Tyro Health EFTPOS Reporting.

Tyro Health Online

Reports on and manages invoices with an associated Tyro Health Online transaction.

Saved Filters — save your preferred filter combinations so you don't have to rebuild them each time. See Saving Report Filters.

Exporting — most report result grids can be exported to Excel or CSV via the Export button, for further analysis outside PracSuite.

Bulk Messaging — many reports let you send an SMS or email to everyone in the results in one go, without leaving the report — see How to Send an SMS to Patients in Bulk and How to Send an Email to Patients in Bulk.

Campaigns — combine a report with a saved filter to automatically message patients who appear in the results on an ongoing basis — e.g. recall reminders, birthday messages, reactivation campaigns — see Creating Email & SMS Campaigns.

Scheduled Reports — have any report emailed automatically to specific contacts on a schedule. See How to Create a Scheduled Report.