ChiroHD offers several reporting tools at the system level to help you track performance across individual locations or your entire network.
You can access system reporting options at the top of the screen under Reporting.
Available System-Level Reporting Options
1. Metrics Dashboard
The Metrics Dashboard displays the same data as the Home Screen metrics (if enabled).
You can choose whether to display these metrics on the Home Screen under System Configuration.
If you prefer not to show metrics on the Home Screen, you can still access them here under Reporting > Metrics Dashboard.
2. All Reports
All Reports allows you to run any available report across your system for any location.
Simply:
Select the location you want to report on.
Choose the report you wish to run.
Set your date range.
Click Generate to run the report.
A detailed overview of specific reports available under All Reports will be covered separately.
3. Simple Reporting
Simple Reporting offers quick access to high-level metrics:
If a single location is selected:
You’ll see Collections, Sales, Appointments, Statistics, and Patient Retention.If all locations are selected:
You’ll see Statistics and Patient Retention across your entire active network.
Note: Test locations are not included in Simple Reporting results.
4. Lead Tracking
The Lead Tracking report provides an overview of how leads are moving through your funnel.
You can view the number of leads at each stage for:
Today
This week
This month
This quarter
This year
Any specific custom date range
You can filter results by a specific location or view all locations together.
A deeper overview of Lead Tracking is also available in the Leads video guide.
Summary
Reporting Tool | Purpose |
Metrics Dashboard | View Home Screen metrics (if enabled) or access separately |
All Reports | Run detailed reports by location with date filters |
Simple Reporting | Quick view of collections, sales, appointments, and stats |
Lead Tracking | Monitor leads at every stage of the lead funnel |
If you need help setting up or interpreting your system-level reports, please reach out to ChiroHD support.