Reports is the single page that answers "is my AI actually working?" It shows how many calls it answered, how many turned into appointments, and where you're losing people. Open it from Reports in the left navigation.
At the top you'll find a date-range dropdown (Today, Last 7 days, Last 30 days, Last 90 days) and a ⋯ menu with Export CSV. Everything scopes to the location you have selected.
Full Reports are included on Pro and above. On lower plans you'll see an upgrade prompt here, while the Dashboard keeps its at-a-glance numbers for everyone.
Overview tab
Headline cards, each with a change vs. the previous period:
- Calls answered: inbound calls your practice picked up.
- Calls made: outbound calls placed for you (reminders, campaigns, and callbacks).
- Appointments booked, with the share of calls that became a visit.
- New patients: first-time bookings.
- Calls missed, and whether any went to voicemail.
If visits in the range are still unconfirmed, an attention card offers Send confirmations. Below that, Calls per day charts your volume with business-hours and after-hours split out, and Where bookings came from breaks down your booking sources (AI phone calls, booked by staff, synced from Google, and your online booking page) so you can see what's driving your schedule.
Calls tab
Focused on phone performance:
- Calls answered, with an inbound vs. outbound split.
- Handled without staff: the share the AI resolved on its own, and how many it passed to a person.
- Average length: time on the phone per call.
- Ended early: callers who hung up mid-call.
What callers wanted ranks the reasons people called (booking, hours and address, insurance, general questions), and When calls come in is a busiest-hours heatmap. Together they show what to add to your knowledge base and when keeping the AI on after hours earns its keep. If the AI passed calls to staff, an attention card links you straight to review those calls.
Bookings tab
Focused on your schedule:
- Bookings: total, plus a per-working-day average.
- Kept: completed vs. total, with cancellations called out.
- No-shows: visits marked No show on the calendar, including ones since rebooked. A visit whose client didn't answer a confirmation call isn't counted; it shows as No Answer.
- Chair time booked: total hours across your providers.
What people booked ranks your services by volume, How full each provider's day is shows utilization and no-show rate per provider, and When appointments land is a booking heatmap. If any bookings arrived without a provider (usually via Google sync), an attention card helps you assign them so they show up on someone's day.
Financial tab
The account owner, and team members with a manager or admin role (including Practice manager) or the Biller role at this location, also see Financial: charges, collections, refunds, net, open A/R, and collection rate, broken down by provider, service, and location, with A/R aging, payment plans, and a daily close. It has its own period menu, export, and email digest. See Financial reports.
Call Insights tab
A Call Insights tab appears once call intelligence has analyzed calls for this location, or when your plan lets you upload recordings for analysis (Add recordings, with a weekly limit). It shows what callers ask for, languages, sentiment, common questions and where callers got stuck, and its ⋯ menu has Export CSV and Email me this monthly.
Export
Use the ⋯ menu to Export CSV of the current tab. It's handy for sharing with an accountant or an owner.
Reading the numbers
- Rising "missed" on local numbers can signal an A2P/registration or forwarding issue. See My AI isn't answering calls.
- High call volume but a low booking rate usually means missing services or availability. Check your appointment types and hours.
- Busy after-hours blocks in the heatmap are calls a voicemail would have lost, which makes a strong case for keeping the AI on around the clock.