Reports tell you whether your AI is actually moving the needle: how many calls it's handling, when you're busiest, and how often a call turns into a booked appointment.
Open Reports in the left navigation. Pick the date range (Today, Last 7 Days, Last 30 Days, or Last 90 Days) from the menu at the top. Reports cover the location you have selected; switch locations to see another one.
Reports are included on Pro and above (and during the free trial). On the Free plan, the page asks you to upgrade.
Overview tab
The headline numbers: Calls answered, Calls made, Appointments booked, New patients, and Calls missed, plus calls per day and Where bookings came from (AI phone calls, Booked by staff, Synced from Google, Online booking page). If appointments are still unconfirmed, a card says how many.
Calls tab
- Calls answered, Handled without staff, Average length, and Ended early.
- Calls per day over the range.
- What callers wanted: every call, grouped by reason.
- When calls come in: a heatmap by day and hour. Darker means busier, so you can see after-hours and lunch-hour gaps.
Bookings tab
- Bookings, Kept, No-shows, and Chair time booked.
- Bookings per day and What people booked (by service).
- How full each provider's day is: booked time against the hours they're scheduled to work.
- When appointments land: a heatmap of booked time.
Financial and Call Insights
- Financial appears for owners, admins, and managers. See financial reports.
- Call Insights appears once call analysis is available for your practice. It shows what callers ask for most, common questions, where callers get stuck, the languages they speak, and overall sentiment. From its menu you can choose Email me this monthly.
Export
Open the menu at the top and choose Export CSV to download the tab you're on.
Campaigns and the Home dashboard
- Outbound campaigns show their own progress and call outcomes on each campaign's page. See Run an outbound calling campaign.
- Your Home dashboard is the quick daily glance, without opening a full report. See your dashboard.
Tips for reading the numbers
- A rising Calls missed count can mean a forwarding or setup problem. Check My AI isn't answering calls.
- The When calls come in heatmap shows how many calls land outside your open hours, which is the case for keeping the AI on after hours.
- Lots of calls but few bookings often points to missing services or availability. Confirm your appointment types and hours are set up.