Report Updates
February 2025 Release Overview
Smarter Reporting, Better Insights for Your Practice
Your data should work for you, not the other way around. That’s why we’ve introduced powerful new updates to Symplast Reports—giving you more control, deeper insights, and effortless efficiency when managing your practice’s data.
These new enhancements within Symplast Reports make it easier to filter, track, and analyze critical business metrics—so you can easily make more informed decisions and optimize your operations.
Refine Your Practice Management:
Key Benefits
With our latest enhancements ranging from our Appointment List Report, to Patient Demographics, to Estimate Funding, and to the Sales Report, you can now:
- Filter Smarter, Not Harder – Mix and match filters, save templates, and analyze data the way that works best for your practice.
- Track Patient Trends with Ease – Identify retention gaps, predict revenue, and understand your patient demographics like never before.
- Have Stronger Financial Oversight – Gain a clearer picture of revenue trends, conversion tracking, and outstanding balances to optimize financial planning.
- Smarter Data-Driven Decisions – More flexible, accurate, and detailed reporting gives you the insights you need to drive growth.
We’re making reporting more intuitive, more powerful, and more insightful than ever—so you can optimize every aspect of your practice with confidence.
And we’re just getting started. Stay tuned for even more intuitive and powerful reporting enhancements coming soon!
Unlock Powerful Reporting Tools
Appointment List Report
More Flexible Appointment Reporting
Take control of your scheduling insights with expanded filtering in the Appointment List Report— we’ve refined the appointment service filter so you can dive into the data that you want to see, save these new templates for easy reuse, and refine demographic tracking with new age range and gender identity.
Patient Demographic Report
Stronger Patient Demographic Tracking
Identify trends, re-engage patients, and measure financial impact with our enhanced Patient Demographic Report. Now including last visit dates, next appointment details, and total revenue per patient, you gain the tools to drive retention and measure lifetime patient value.
Estimate Funding Report
More Accurate Financial Forecasting
The Estimate Funding Report now separates procedure and consultation dates, improving conversion tracking and accurate revenue forecasting. Get a clear picture of patient commitment and financial planning with improved weeks-until-service calculations.
Sales Report
Enhanced Sales Tracking & Usability
Managing financial data just got easier! The Sales Report Enhancements introduce infinite scrolling, improved multi-selection, and smarter filtering—plus, track total payments, remaining balances, and insurance vs. non-insurance revenue with ease.
