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See your practice at a glance with Reports 📊

We've added a Reports section that pulls the numbers you actually care about into one place, so you're not exporting data or piecing together spreadsheets to see how your practice is doing.

  • Curated report library: A set of reports covering the most common things practices want to track.

  • Five thematic dashboards: Pre-built groupings so you're not starting from a blank page.

  • Ask the Assistant for a chart: Describe what you want to see and add it straight from Upheal Assistant.

Reports is free for everyone while it's in beta. After that, it'll move to the Paid plan (with a paid AI Assistant Pro option for custom Assistant-built charts).

Since this is a beta, we'd love your feedback: request a feature or check the roadmap.