Custom reports
Build your own reports beyond the built-in set.
Overview
Custom reports let you combine fields the built-in reports don't surface — revenue by dentist by procedure category, no-show rate by acquisition channel, etc.
Prerequisites
- Owner or Admin role
custom_reportsfeature flag (Enterprise tier)
Steps
Open Reports → Custom.
Click "+ New custom report". Builder UI opens.
Pick the data source. Patients, Appointments, Invoices, Treatments, Visits, etc. Each source exposes its fields.
Add columns. Drag fields onto the column shelf. Aggregate (count, sum, avg) for numeric.
Add filters. Date range, status, location, role. Filters AND together.
Group rows. Group by dentist, by location, by procedure type. Multiple grouping levels supported.
Pick visualisation. Table, bar, line, pie. Pick what tells the story.
Save the report. Name it; appears in the Custom Reports list. Re-run any time with different date ranges.
Share with colleagues. Share → who can run/edit. Default: Owner-only.
Expected outcome
- A custom report saved and runnable
- Shareable with specific colleagues
- Re-runs against current data
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Custom Reports tab missing | Tier doesn't include custom_reports | Upgrade to Enterprise |
| Field not in builder | Data source different | Pick the correct data source |
| Slow runs | Complex multi-grouping | Simplify or add filters |
| Saved report missing later | Permission changed | Owner check sharing settings |
| Want SQL access | API access (Enterprise) gives that | See API access |