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Reporting and intelligence

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.

In practice

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.

Explore Insights Agent
Clinic team members reviewing results together around a table

Trust and control

Your clinic stays in control.

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.

Feature availability depends on your plan, enabled features and access permissions.

  • Hosted in Australia
  • Encrypted storage
Explore our Trust Centre
Authorised access
Map clinical, operational and reporting access to the records and actions each role needs.
Configured workflows
Review enabled modules, templates and actions against your clinic's services before the team starts using them.
People remain responsible
Clinical judgement, patient communication and the interpretation of recorded activity remain with your team.

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.

Ask DappleOS

Ask how DappleOS reporting and intelligence could fit the way your clinic works.

Book a demo