Reports & Exports covers seven report families with one-click CSV, Excel and PDF downloads, historical ledgers for every module, and role-based access so teams only see their own scope.
Your data should leave as easily as it arrived.
Software that makes reporting easy and exporting hard is protecting itself, not you. Numbers you cannot take to your accountant, your board or your bank are numbers you do not fully own.
Appointments, revenue, doctors, patients, marketing, collections and performance each have their own report family — and every one exports to CSV, Excel or PDF in a single click.
Reports follow the same access rules as the rest of the platform. A branch manager sees their branch. A department head sees their department. Nobody has to be trusted with everything to be given anything.
Accountants want spreadsheets, boards want PDFs, analysts want raw CSV. Everyone is served without anyone reformatting by hand.
Your numbers export whenever you want them, which is how software should behave when you are trusting it with your finances.
Report families map to the conversations you already have monthly, so preparation is a download rather than a rebuild.
Role-based reporting means giving someone data does not mean giving them everything.
CSV, Excel and PDF, in one click, from any report family.
Yes. Historical ledgers are available for every module rather than only the current period.
Yes. Reports and their exports follow the same role-based access as the rest of the platform.
Yes. Export freedom is deliberate — your data belongs to you and can be taken out at any time.