Build your first report
From raw clinical data to a scheduled, exportable executive dashboard in under five minutes.
⏱ 8 min read
From raw clinical data to a scheduled, exportable report in under five minutes.
Choose a data source
Open the Reports tab and click New Report. You'll see a list of data sources synced from medi-crm.com — client management, scheduling, documentation, billing, and care plans.
Pick a template
Start from a built-in template (Executive Summary, Grant Compliance, Outcome Trends) or build from scratch. Templates come pre-mapped to the right fields.
Configure & schedule
1
Set your filters
Date range, location, program, and provider — everything you'd expect.
2
Choose a format
PDF for board packets, CSV/Excel for analysts, or an encrypted sharing link for external partners.
3
Schedule the export
Daily, hourly, weekly — delivered straight to staff inboxes.
That's it
Your report is live and will refresh automatically from medi-crm.com data. Average render time is under 3 seconds.