Reports and analytics
Financial, client and team reports, plus custom reports.
4 lessons
Counts toward the Practice manager and Finance certificates
Course content
4 lessons
01
Core lessons
4 lessons · count toward the certificate
- Reports overview
- Financial reports
- Money reports: accounting summary, aged debt, deposits, failed payments
- Client health reports: at-risk, lifecycle, rebooking rates, no-shows
About this course
The reports overview, financial and money reports, client health reports, the team report, custom reports and the Data Hub.
Who this course is for
Practice manager
Finance
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