Summary
Build the reporting view your practice actually needs. Custom Business Snapshots let you choose the metrics that matter most, arrange them the way you like to see them, and decide who can view or edit each one.
New Features
Custom Business Snapshots
Stop settling for one-size-fits-all reports. Custom Business Snapshots let you build a dashboard around the numbers that drive your practice, whether that's revenue by location or a side-by-side look at provider performance.
What You'll Love
A library of ready-made cards you can add, remove, reorder, and resize, with up to five cards in a row.
Multi-location and provider comparison cards that show how each location and provider is performing at a glance.
Date range, location, and region filters on every snapshot, plus extra filters for provider, patient, and product.
Live previews as you build, so the layout you see is the layout your team will see.
Export your full snapshot or any single card whenever you need it.
Benefits
Keep your team focused on the metrics that matter most to your practice.
Control access with confidence: decide who can create snapshots, and keep a personal report private or share it with specific team members.
Save filter sets and schedule recurring delivery, so the same view arrives on time, every time.
How it Works
Start a new snapshot, add your cards, arrange them in rows, and save it as a draft.
Finalize a draft when it's ready. Finalizing locks its layout so nothing changes by accident.
Publish a finalized version to make it visible to your team. Publishing a new version replaces the one that was live. You can unpublish a version or create a new draft from any version when you need to make changes.
Head to Insights Hub, scroll to the end of the Dashboard list, and select 'Manage' to build your first snapshot.
Improvements
Your snapshots, right where you expect them. Published snapshots now appear in the Dashboard list in Insights Hub, with a link at the end to manage them.
Edit drafts without starting over. Reopen any draft, change its name or layout, and save. The screen shows when the draft was last saved and flags unsaved changes, and Discard changes returns you to your last save.
A clearer view of every version. Each snapshot shows its version count, latest version number, and last update. Expand it to see every version with its status (Draft, Ready, or Published) and the version it was copied from, so you can see at a glance what's live.