Reports

Your reports

Open Reports, under Team and tools in the sidebar.

Period

Today, Last 7 days, Last 30 days, This month, Last month, This year or Last 12 months, or Choose dates… for up to 13 months. Every figure on the page follows it, a report you open keeps it, and Priorly remembers your choice.

A report

What it shows, and its figure for the period, like 58 left before paying. Click it to open the report.

Pin

Pin up to 8 reports to keep them in a row at the top, with their figures.

Your reports

Reports you make, and ones shared with you, come first. See Your own reports.

What's in each section

You see the sections for what your business does: Bookings if you take bookings, Pharmacy if you prescribe or dispense, and so on.

Advertising

With the Google Ads app: your campaigns and keywords, and the customers and money they bring.

Sales and payments

Money taken and where it came from, what you keep after costs, how customers paid, refunds, and checkouts left before paying. See Sales, payments and checkouts.

Patients and retention

Who your patients are, who's new, what they spend, and who comes back. A business without the Clinic tool says customers.

Orders

Orders placed and where they came from, how long orders take to send and what's waiting, and what sells.

Bookings

Bookings by service, how often people miss them, and what people book most.

Forms

Submissions, where people stop filling in forms, and how they answer.

Pharmacy

Prescriptions dispensed, and who prescribed them.

Reviews

Your average rating, and how many reviews come in.

Inside a report

A report opens with its figure for the period in a sentence, then a chart with a bar for each day. Chart and Table switch between the bars and the same figures in a table. Hover over a bar, or move between bars with the arrow keys, to see its day.

Beside the chart, a breakdown shows how the figure splits up. In some reports, clicking a line of it shows only those in the list below. Download CSV saves the report's figures for the period as a spreadsheet.

Where Olly is on for your business, Ask Olly at the top of a report opens Olly with the report you're looking at, to ask about its figures.

Who sees what

Business admins see every report. Anyone else needs these permissions:

Reports

See reports, for their location or all locations.

Money

Reports with money in them, like Sales and Refunds, also need See financials under Business financials. Payments counts payments without amounts, so it needs See payment records under Payments instead, and Refunds needs both.

Profit

Profit is for the whole business, so it needs both for all locations.

Names

Names and emails need permission to see patients or customers, and health information. Without it, a report still shows its figures, but no names, emails or order numbers.