Help center > Practice management > Reports and analytics

Reports and analytics

• Practice dashboard
• Appointment status report
• Outstanding balance report
• Income allocation report
• Revenue report
• Pay periods
• Exporting data to CSV

Practice dashboard

Admin clinicians and practice managers can access the practice dashboard, which has a visual breakdown of your revenue, outstanding balances, appointment statuses and payments. You can control the date range for the dashboard by clicking on the date range at the top of the page.

Appointment status report

The appointment status report gives you a breakdown of all of your appointments and their billing and documentation statuses for a given date range. If you're an Admin clinician or Practice manager, you'll be able to see the appointment status report for all clinicians in your practice.

Outstanding balance report

The outstanding balance report gives you a listing of all outstanding balances and uninvoiced money. If you're an Admin clinician or practice manager, you'll be able to see this information for all your clinicians.

Income allocation report

The income allocation report gives you a breakdown of all payments collected for a given date range. If you're an Admin clinician or practice manager, you'll be able to see this information for all your clinicians.

Revenue report

Admin clinicians and practice managers also have access to the revenue report which gives an aggregated view of total revenue by clinician.

Pay periods

The pay periods feature on PracticePicnic is designed to help support larger practices manage payroll for their team. If this sounds like something that is relevant to your practice, contact support and we'll help you get this set up.

Exporting data to CSV

Most reports can be exported from Practicepicnic using the Export button on the top right of the report page.