Filters apply automatically
Reports update automatically whenever you change a filter. There is no Apply button: the charts and KPIs refresh as soon as you change the period, a date, the service or the associate. The page remembers your filters for your next visit, and Refresh reloads the data.
Date range selection
Quick options
Today: Current day only
This Week: From the start of this week to today
This Month: From the first of the month to today
Custom: Select specific dates
Setting a custom date range
Change the Start Date or End Date
The Period switches to Custom by itself
The report refreshes as soon as you change either date.
Service type filters
Choose one service from Service Type, or All Services. The options depend on your store's configuration.
Associate filter
Choose one pharmacist from Associate to see only their appointments.
Tips
Compare different periods to spot trends; just change the period
Filter by service to analyse specific offerings
Use custom dates for monthly or quarterly reviews
Need help?
Open the Help Center from the ? icon in the header, or press Shift + ? for keyboard shortcuts.