Stay informed about your practice's performance with automated Key Performance Indicator (KPI) reports delivered directly to your inbox.
Practice by Numbers allows you to create customized KPI reports, choose which metrics to include, and schedule daily, weekly, or monthly email updates. You can also assign reports to specific team members so everyone receives the performance information most relevant to their role.
Step 1: Access Nightly Reports
To create or manage your customized KPI reports:
Click the person icon in the top-right corner of Practice by Numbers.
Select New Settings from the dropdown menu.
Under General, locate the Notifications & Reports section.
Click Nightly Reports.
This page displays your existing KPI report templates, where you can manage, duplicate, or create reports.
Step 2: Duplicate an Existing KPI Report
If you want to customize an existing report without changing the original:
On the Nightly Reports page, locate the report template you want to customize.
Click the clone icon on the far right of the report.
Open the duplicated report to begin making changes.
Click the edit icon to update the report title and customize its contents.
Duplicating a report lets you use an existing template as a starting point while keeping the original.
Step 3: Customize Your KPI Report
Once you open the report editor, you can personalize it to show the information your practice needs.
Available customization options include:
Rename the report: Update the title so it's easy to identify.
Remove KPIs: Delete metrics that are no longer relevant.
Reorder KPIs: Drag and drop KPI rows to organize the report.
Add KPIs: Include additional performance metrics to track.
Organize KPIs: Group related metrics together for easier review.
This allows you to create reports tailored to different roles, departments, or practice goals.
Step 4: Add New KPIs
To include additional metrics in your report:
Select the option to Add KPI within the report editor.
Choose the KPI you want to include.
Configure the available settings, including:
Date Range: Specify the KPI reporting period.
Provider or Office: Filter results by an individual provider or view office-wide totals.
Grouping: Use Add Group to organize related KPIs into categories, if needed.
Apply your selections to add the KPI to your report.
Repeat these steps to include additional metrics.
Step 5: Create a New KPI Report
If you'd prefer to build a report from scratch instead of duplicating an existing template:
Navigate to New Settings > General > Nightly Reports.
Click Add Dashboard at the bottom of the Templates list.
Create your report and configure the KPIs you want to include.
Set the report frequency (daily, weekly, or monthly) using the available configuration options.
Separate reports let you deliver different performance insights to different team members.
Step 6: Save and Enable Your Report
After customizing your report:
Click Save to apply your changes.
Return to the Nightly Reports page.
Locate your report in the Templates list.
Use the toggle switch next to the report to enable or disable it as needed.
An enabled report can be used as part of your automated KPI reporting setup.
Step 7: Assign KPI Email Notifications to Team Members
Once your KPI report is ready, you can select which employees should receive it.
Navigate to New Settings > General > Notifications.
On the User Notifications page, locate the employee who should receive the report.
Under Email Notifications, click the Add Email Notifications... dropdown.
Select the appropriate KPI report notification, such as:
Daily KPI Update
Weekly KPI Update
Monthly KPI Update
Repeat for additional employees or notification types as needed.
Click Save Changes in the top-right corner to apply your selections.
You can assign multiple KPI email notifications to an employee based on the reports they need.
Managing Your KPI Email Reports
You can update your KPI reports and notification preferences anytime.
To edit a report: Go to New Settings > General > Nightly Reports.
To enable or disable a report: Use the toggle switch on the Nightly Reports page.
To update employee email notifications: Go to New Settings > General > Notifications.
To add or remove KPI email notifications: Update the employee's selections and click Save Changes.
Why Use Automated KPI Email Reports?
Automated KPI reports keep your team informed without having to check dashboards every day.
With customized email reporting, you can:
Save time: Automatically receive key performance metrics.
Stay informed: Monitor practice performance with daily, weekly, or monthly updates.
Improve accountability: Give team members visibility into the metrics relevant to their responsibilities.
Customize reporting: Focus on the KPIs that matter most to your practice.
Support better decisions: Use consistent performance insights to identify trends and opportunities for improvement.
By customizing your KPI reports and assigning email notifications, you can ensure your team receives the right performance data directly in their inboxes.