Reporting & analytics
Make decisions based on your clinic data
When your data is easy to understand, you can run and grow your practice more confidently. Jane helps you make better business decisions based on your unique performance.
OVERVIEW
Good business decisions start with reliable data
With Jane, you’re never in the dark. We’ll help you spot performance trends and patterns so every business decision you make is grounded in the data.
Here’s what sets Jane’s reporting apart:
- One clear view of your appointments, payments, and performance
- Real-time data and insights that help you plan what’s next
- Easy-to-read reports without the extra manual work
- Simple exports for Excel and Google Sheets for maximum control
Benefits
Manage and grow your practice with smart insights
As the saying goes, knowledge is power. With Jane’s reporting and insights, you get a clear view into data and analytics across your entire practice so you can make business decisions with clarity and intention.
Comprehensive reporting
Understand your clinic performance
With everything connected in Jane, you always have a clear, accurate view of nearly every aspect of your clinic: booking payments, popular services, repeat visits, and more.
- Get one reliable source of truth across your entire clinic
- Rely on real-time updates without manual data entry
- No need to jump between different tools and logins
Real-time Updates
Keep your day running smoothly
With live data and activity tied directly to your schedule and workflow, you can quickly identify patients who haven’t visited in a while, booking patterns, changes in care, and more.
- Track clinic activity and narrow down by date or provider
- Filter by appointments, patients, charts, invoices, and more
- Identify opportunities for rebooking with Unscheduled Patient Reports
Financial tracking
Track payments and balances
Jane connects billing, payments, and reporting, so you can see what’s been paid and what’s outstanding without extra manual steps or reconciliation.
- Get a clear view of accounts receivable
- See payments tied directly to patient visits
- Export reports to use in Excel or Google Sheets
Analytics & trends
Spot trends across your practice
With data from across your entire practice in one place, you can easily track overall performance, behavior, patterns, and referrals and make adjustments if needed.
- View insights across services and staff
- Track patient retention and referrals
- Clearly identify patterns and opportunities
Confidence
Make data-based business decisions
Because your analytics are accurate and up to date, you can feel confident as you plan for the future, make changes to your services, and grow your practice.
- Rely on accurate, up-to-date clinic data
- Always have clear visibility into performance
- Make better, faster business decisions
Testimonials
Loved by 240k+ practitioners
We built Jane to ease the admin load, and practitioners have noticed. With a 4.8-star rating on Capterra and 450+ reviews, Jane is trusted by clinics like yours every day.
We are basically 100% digital with our clients. Essentially zero paperwork. Reports for about everything you need from reception to clinical. It’s amazing.
Justin H. RN
Resources
Access thoughtful resources for managing your practice
Article
Reporting Overview
Get familiar with Jane’s reports and learn how to find the insights you need to run your practice with confidence.
Guide
Accounts Receivable and Billing Reports
Understand what’s been paid, what’s outstanding, and how to keep your billing on track.
Community
Patient and Appointment Reports
Track bookings, retention, and patient activity to better understand what’s happening in your practice.
Why Jane
Designed for the way you provide care
Less admin, more time
Jane’s all-in-one, easy-to-use software reduces admin so you can focus on doing your most impactful work.
Flexible by design
We know every practice is different. Jane was built to meet the unique and changing needs of your business.
Better patient experiences
Jane makes it easy for patients to keep up with their care, creating great experiences time and time again.
Helpful human support
When you join Jane, you get an expert team and community of helpful people committed to your clinic’s success.
Frequently asked questions
Jane offers a wide range of reports across appointments, billing, payments, patients, and more — so you can get a full picture of your practice in one place. If you’re just getting started, the Reporting Overview guide is a great place to understand what’s available and where to begin.
Reports in Jane are organized by category (like appointments, billing, and patients), so you can quickly narrow in on what you need.
Absolutely. Filter by date range, practitioner, service, and more to get a clearer view of what matters most to you and your practice.
Your reports reflect real-time data from your schedule, billing, and patient activity — so you’re always working with the most current information available.
Yes! Jane makes it easy to see what’s been paid and what’s still outstanding so you can follow up with confidence. You can learn more in our Billing Reports guide.
Absolutely. You can track things like return visits, referrals, and patient activity to better understand how your patients are engaging with care. You can find detailed guidance in our Patient Reports guide and Patient Retention Report guide.
Yep! you can view bookings, revenue, and activity across practitioners to understand how individuals on your team are doing and where there may be opportunities to grow.
You can export reports and work with them in Excel if you’d like to dig deeper or share them with your team. Learn more in our Excel Guide
You’re not alone — reporting can feel overwhelming at first. A good place to begin is focusing on a few key reports (like appointments, billing, or patients), then building from there. Visit our Reporting FAQs guide and Practitioner Dashboard hub to get a deeper understanding of how reporting works and how to make the most of it.
Connect with us
Run your practice with Jane
Ready to make the day-to-day feel easier? Jane is here to help.