Reports

Everything you need to stay informed on your business’s health. Your practice's data is recorded for you and organized in a variety of helpful reports — eliminating the need for error-prone spreadsheets.

Get a big-picture financial overview of your practice in easy-to-read reports

Grab a snapshot of the financial health of your practice with the Practitioner Dashboard — filter by day, week, month, or year and by practitioner or discipline
Record all practitioner income, commissions, and fees with Jane’s extensive Compensation Report — allowing you to quickly see how much each practitioner should be compensated
Reconcile your income with the Transaction Report — a helpful summary of all of your payments collected from different payment sources
Get an overview of the booking information, booking state, chart status, and any notes associated with your patients’ appointments with our Appointments Report

You don’t need to be a data analyst to keep your business healthy — Jane's reports are structured in a way that’s helpful for business owners

Access appointment data that lets you zero in on appointment volume, return visits, ratings and reviews, wait list trends, and more
Keep an eye on patient trends such as referrals and top visitors, and export patient lists for marketing communication
Stay on top of tasks that require your attention, like collecting outstanding accounts receivable, managing rejected claims, and finishing incomplete patient notes

Jane is hands down the most efficient system out there. I have worked with so many over the past decade. Incredibly happy to be with Jane.

Shuran Jandu, Owner of Mind Body Collective

Intuitive filters and options let you dig into practice data and find specifics quickly

Click on linked invoices, patient profiles, payments, and other specifics for an in-depth insight into your data
Filter Reports by location, discipline, staff members, date range, and more
Parse large datasets based on income categories, purchase and invoice dates, amd payment methods

While Jane keeps all your data secure and easily accessible, sharing or utilizing data is made simple with easy exports

Print selected reports, or save them as PDFs
Export datasets in Excel or CSV formats to import to your third-party accounting software
Your practice’s logo and essential details like your billing name, address, and contact information are conveniently included in all printed reports

The Activity Log lets you stay in the know, as actions and changes within your account are automatically recorded in a running report

Actions are recorded in detail down to the minute and are updated in real time
Filter activity by areas in your Jane account, such as appointments, patients, charts, invoices, and more
Filter actions by staff member or date to narrow in on specific account activity

We don’t like to toot our own horn, but we appreciate every review, rating, and achievement that’s powered by our loving customers