KPIs allow certain Key Performance Indicators to be viewed in the form of a chart (e.g. bar, stacked, pie...). The time-frame can be specified and these charts can then be printed or exported, for example to be emailed or analysed further.

Firstly, choose the KPI you wish to explore from the list. Selections at time of writing are shown below. Press the + button to add it to your list.





Select the type of chart required and from the Control section and click the time-frame you want to view.


The chart then appears in the chosen format for the chosen time-frame. RIght-clicking on the chart then gives you further options.

The Data Cubes section of the Business Intelligence module allows you to explore key data from within the practice over a long period of time at a glance. This will generally start as year to year, and can be refined down to a daily overview.

This data can then be exported to Microsoft Excel (or other spreadsheet software) to be extrapolated further. This would be done using the Export tab.