# Clinic reporting software that turns connected data into clearer decisions Explore your clinic’s performance through dashboards, reports and natural-language questions with DappleAI Insights Agent. Compare results, investigate changes and keep team goals in view. Feature availability depends on your plan, enabled features and access permissions. Canonical HTML: [https://dappleos.com.au/features/reporting-intelligence](https://dappleos.com.au/features/reporting-intelligence) ## What it helps you do Use metrics to guide the team, identify operating levers and decide what to do next. ## How it works ### Move from reporting what happened to deciding what changes next Start with configurable dashboards or build filtered reports with comparisons, pivots and charts. Because the analysis uses the same appointments, invoices, payments, notes, stock and marketing activity as the operating platform, teams can move from a signal to the workflow behind it. ## Capabilities - **[Insights Agent](https://dappleos.com.au/dapple-ai/insights-agent):** Ask questions in plain English, explore the figures and definitions, and follow up in the same conversation. - **[Reporting & analytics](https://dappleos.com.au/features/intelligent-reporting):** Review recorded clinical activity alongside appointment, invoice, payment and stock measures. - **[Custom reports & dashboards](https://dappleos.com.au/features/intelligent-reporting#reporting-build):** Build filtered tables, pivots, charts and period comparisons, then save the result for ongoing use. - **[KPIs & KPI Hub](https://dappleos.com.au/features/kpis):** Set live goals for utilisation, rebooking, retention, visit value and productivity, with pace visible before the period ends. - **[Location & practitioner benchmarking](https://dappleos.com.au/features/intelligent-reporting#reporting-performance):** Compare supported clinician and location measures using the same definition and period, then review the context. ## Trust, control and responsibility Reporting follows the DappleOS permission model so sensitive clinical and commercial information remains available only to authorised users. Human review remains central to interpretation and action. ## Connected workflow ### Ask the question behind the numbers. Ask DappleAI Insights Agent about your clinic’s performance in plain English. Try ‘What were our sales by location last month?’ and follow up with ‘How does that compare with the previous month?’ Review the figures, dates, filters and definitions behind the answer. The available data depends on your access and clinic configuration. **Product imagery placeholder: A reporting question becomes a conversation.** Show a natural-language sales-by-location question, its sourced result and a follow-up comparison. Keep the reporting period and definitions visible. Use the verified Insights Agent interface and no invented performance claims. Planned format: 16:10 product workflow with legible labels and a static fallback. ### See more than the revenue total Clinical, appointment, invoice, payment, stock and marketing records provide different views of the clinic's work. Where enabled, the Assessments & Recommendations report adds recorded assessment and planning activity by clinician and location, giving leaders context for the conversation. **Product imagery placeholder: Clinical activity with definitions visible.** Show recorded assessment presence and recommendation plan-action metrics. Add a note that absence can reflect recording or enablement, and that actioned means added to a plan. Avoid a clinical-quality ranking. Planned format: 16:10 product workflow with legible labels and a static fallback. ### Build a view around the question Custom Reports lets authorised users choose a dataset, filter records and present a table, graph or pivot. Save a useful view to a dashboard so recurring questions do not require the same spreadsheet export each time. Available data and access depend on the enabled workflows. **Product imagery placeholder: A recurring question becomes a saved report.** Show a dataset selection, location/month filter and resulting table saved to a dashboard. Use the same denominator throughout. Do not invent cross-tenant reporting or free-text clinical-note analytics. Planned format: 16:10 product workflow with legible labels and a static fallback. ### Use targets and comparisons with context KPIs and KPI Hub help teams review available goals and their progress. Future booking, rebooking, retention and visit value answer different questions. Compare the same definition and period, then consider patient mix, clinician responsibilities and data coverage before deciding what to change. **Product imagery placeholder: A KPI explained before it is compared.** Show a KPI's actual definition, date range, target and result. Keep additive-goal pace distinct from ratio targets; use an explicit no-data state instead of treating missing activity as zero performance. Planned format: 16:10 product workflow with legible labels and a static fallback. ## As your clinic grows Keep the experience connected as your clinic grows. The useful question changes with clinic size; clear definitions and authorised access remain essential. ### Solo and small clinics Start with a small set of useful clinical and operating questions and the record behind each result. ### Growing clinics and teams Review variation across practitioners and connect the numbers to assessment, planning and follow-through. ### Clinic groups and franchises Use supported location and clinician comparisons for leadership review, with explicit account boundaries and shared metric definitions. ## FAQs ### What reporting is available for an aesthetic clinic? DappleOS includes reporting for appointments, utilisation, rebooking, retention, practitioner productivity, sales, payments, clinical workflow activity, stock and marketing. The exact views and underlying detail available depend on the connected workflows and permissions used by your clinic. ### Can we compare recorded activity across locations and practitioners? Authorised users can filter and compare performance by location, practitioner and reporting period, then open the supporting detail behind a result. Using the same reporting definitions across the group helps owners and managers hold a more consistent review conversation. Patient mix, clinical judgement and recording coverage still need context. ### Can we build our own reports, or will we still need a BI tool? Custom Reports lets permitted users choose a dataset, apply filters, organise the result as a table, graph or pivot, and save it to a dashboard. Many day-to-day clinic questions can therefore stay inside DappleOS, while any specialist external reporting or integration requirement should be mapped during a demo. ### Can we ask AI questions about our clinic’s performance? Yes. DappleAI Insights Agent lets authorised users ask reporting questions in natural language and continue with follow-up questions. Ask about a supported measure, period or location, then review the figures, filters and definitions behind the answer. Available data depends on your access and clinic configuration, and your team decides what action to take. ### How do KPIs connect to clinic reporting? KPIs use the same connected appointment, invoice and patient activity behind DappleOS reporting. Clinics can set goals for available measures such as utilisation, rebooking, visit value and productivity, then review progress in the KPI Hub or on supported shared dashboards. ### Can we control who sees financial and practitioner reporting? Yes. Reporting and dashboard editing are permission-controlled, and dashboards can be shared deliberately with the people or groups who need them. A demo can map business-wide, location and practitioner visibility to the responsibilities in your clinic. ### What will you show us in a reporting demo? A DappleOS team member can demonstrate the standard dashboards, a custom report, location or practitioner comparison, a natural-language question with Insights Agent, KPI tracking and the underlying metric definitions using safe demonstration data. Bring the recurring questions and spreadsheet exports your clinic relies on today so the conversation can focus on the reporting workflow you want to simplify. ## Related features - [Reporting and analytics](https://dappleos.com.au/features/intelligent-reporting) - [Clinic KPIs](https://dappleos.com.au/features/kpis) ## Next step [Book a demo](https://dappleos.com.au/sales-call)