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About Reports

Kareo PM includes a real-time reporting engine that provides a clear picture of your practice's performance at the click of a button. Most reports can be filtered by custom parameters, and short-cuts enable you to drill down into specific metrics. You can download and print reports into Microsoft Excel or Adobe PDF. A helpful Reports Guide provides descriptions and links to each report.

arrow_orange.jpgTo access the Reports Guide

  1. Click Reports > Reports Guide.
  • To view details on reading each report, refer to the specific report in the Reports section.
  • For instructions on managing reports (filter, search, print) see Reports Management.

Reports Guide.jpg

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