BI Reports Release Notes

Release version 1.0.6

Release date: 25 Apr. 2024

Release content:

A new Benchmarking page is now available in BI. On this page, you can benchmark the following measures against other clinics in the same country and compare them to the same month of the previous year:

  • average billing per department
  • average billing per invoice
  • average consultation billing per client
  • average countersale billing per client
  • average consultation billing per department
  • average countersale billing per department
  • average no. of active clients per department in the last 12 months
  • average no. of active patients per department in the last 12 months
  • average no. of clients per department
  • average no. of patients per department
  • average no. of consultations per department
  • average no. of new clients on consultations per department

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Release version 1.0.5

Release date: 27 Mar. 2024

Release content:

The Health plan page is now available in BI. On this page, you can monitor clients’ subscription status, subscription revenues, how health plan related items are used etc.

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Release version 1.0.4

Release date: 8 Mar. 2024

Release content:

The Patient referrals page is now available in BI. On this page, you can track your referral counts and sales over time and see which referring vet or organisation brings you the most referrals and sales. In addition, you can view which patient species are referred the most or the least.

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Release version 1.0.3

Release date: 27 Dec. 2023

Release content:

The 'Return clients from previous month' visuals have been added on the Clients Retention page. The visual shows how many clients who visited the clinic last month have also visited this month.

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Release version 1.0.2

Release date: 20 Nov. 2023

Release content:

The old tips and tricks page has been replaced with a new PowerBI guide in which you will find useful tips on how to use our BI reports. See PowerBI Report Functions.

Release version 1.0.1

Release date: 3 Nov. 2023

Release content:

  • Ward filters have been added on the client retention page and the top spending client list page.
  • Reporting dimension 1 filter has been added in the right-hand side filter panel.
  • Client tag filter on the client retention page has been moved to the right-hand side filter panel.
  • Bugs have been fixed in the top spending client list.

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Release version 1.0.0

Release date: 23 Oct. 2023

New features and updates

A new page has been added for appointment related data. The page includes:

  • a pie chart that shows the number of appointments by appointment types
  • a time series line chart that shows the overall trend for the number of appointments over time
  • a pie chart that shows the number of appointments by patient species
  • a stacked column chart that shows if a employee is having too many planned long session appointments

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See Also

BI Report Descriptions

PowerBI Report Functions

Updated

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