Business Insights

Business Insights

  1. Login via web control center.
  2. Click on Business Insights
  3. On the left panel, choose the type of report you want to view 

4. Next click on Create report button and from the options that pop-up choose the one for which you wish a report to be created, as shown in below screenshot.

5. You can Download your report as well.

6. For Sales related Reports, AR by default provides you with already created reports.

Understanding the Sales Summary:
Check out our Website
Follow us on Instagram
Like us on Facebook
Subscribe to our official YouTube channel
Follow us on LinkedIn
If you'd like to know more, chat to us in the Messenger 

    • Related Articles

    • Manage Your Inventory

      Manage Your Inventory Add products and services to Inventory and set up their pricing; download your inventory list and inventory-related reports via web You can add products to Inventory via web in two ways: by activating existing products from the ...
    • Set Up Categories For Your Inventory and Tax Rules

      Set Up Product Categories Add new product categories to your inventory via web Before you add products to your inventory, you have to set up the appropriate product categories first. Product categories are used to group similar products together. ...
    • Book an Appointment for the Patient

      Book an Appointment for the Patient Manually book an appointment for the patient via web or app If, for some reason, the patient is unable to book an appointment from your online booking page, or you disabled online booking, you can schedule the ...
    • Edit, Cancel, or Mark an Appointment as No Show, and Check a Patient In

      Edit, Cancel, or Mark an Appointment as No Show, and Check a Patient In Appointments can be edited, cancelled, or marked as "no show" and the patient can be checked in easily via web or app If you need to edit, cancel, or mark an existing appointment ...
    • Upload Your Business Logo

      Upload Your Business Logo Add your clinic's logo and display it on the online booking and patient portal and your clinic's eGift Cards Adding a logo allows you to display it on your clinic's online booking and the client portal. You can also use it ...