Practice by Numbers (PbN) makes it easy for practices to stay on top of their performance with automated email reports. These reports are built into the platform, providing a convenient way to monitor KPIs without needing to log in or manually track data in spreadsheets.

PbN offers three built-in email reports that can be managed from New Settings > General > Nightly Reports:

Each report includes metrics such as:

Below are examples of the standard PbN reports as they appear in email:

The structure and formatting of these emails remain consistent, so practices always know where to look for important insights.

While the built-in reports provide a strong foundation, PbN also allows practices to create custom reports. These can be tailored to highlight specific KPIs or areas of focus and scheduled to be sent automatically via email. This flexibility ensures that your team receives the exact data that matters most to your operations.

The video will walk through how to:

This way, practices can rely on PbN reports for ongoing insights, rather than tracking performance in external systems or spreadsheets.

To manage your report preferences:

With built-in daily, weekly, and monthly reports — plus the ability to create custom reports — Practice by Numbers ensures that your team always has access to accurate, timely data. Whether you’re monitoring daily operations, reviewing weekly progress, or evaluating long-term performance, PbN reporting gives you the insights you need to make informed decisions.