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  1. In the sidebar, select Reports.
  2. Choose a report from the tabs at the top.
  3. Set the dates and filters above the table.
Totals cover every matching row, not only the page you’re looking at. Select a row to open the patient, invoice or referrer it’s about.

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The reports

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Choose columns and sort

Select Columns to add or remove columns. Select a column heading to sort by it.

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Export a report

Select Export CSV. The file has the columns you chose and every matching row.
An export puts patient information on your computer. Bilby records every export in the activity log. Store and delete the file as you would any patient record.
If a report is too big, Bilby tells you. Narrow the dates or add a filter.

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Save a report for later

Set up the report, then open the Saved menu and select Save report. Saved reports belong to the practice, so every admin sees them. A date range like this week always shows the current week.

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Reports for practitioners

A practitioner sees only the outstanding notes report, for their own appointments.