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Operational insights

Reporting that ties calls to bookings

See how Voice AI performs across your centre with call summaries on the dashboard, daily and weekly booking reports, top appointment types, inbound resolution trends, and CSV export for leadership reviews.

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What leaders and coordinators track

Call Summary on the dashboard

Total calls, bookings, reschedules, and cancellations for today or the last 7 and 30 days - with chips that jump to pending requests.

Booking productivity table

Received vs outstanding requests and resolved percentages for bookings, reschedules, and cancellations handled by GenieAI.

Trends and exports

Inbound resolution mix, common booking types, monthly call reports, and CSV export for ops reviews.

How teams use reports

  1. Monitor the dashboard

    Front-office leads spot weekly call volume and pending booking requests without opening a spreadsheet.

  2. Review the Reports page

    Switch between Today, Last 7 Days, and Last 30 Days to compare booking mix and resolution rates.

  3. Share with leadership

    Export CSV snapshots for stand-ups, DSO reviews, or continuous-improvement cycles.

Outcomes for clinic operations

Clear

Weekly visibility

Coordinators see whether AI is converting calls into confirmed bookings - not just answering them.

Faster

Follow-up on requests

Outstanding booking, reschedule, and cancellation chips route staff to the right queue.

Data-backed

Scale decisions

Multi-location groups compare volumes and top appointment types before adding headcount.

Frequently asked questions

What date ranges are available?

Reports support Today, Last 7 Days, and Last 30 Days, with additional monthly summaries on the Reports page.

Can we export data?

Yes. Staff can export report data to CSV for external analysis or leadership decks.

Does reporting include outbound campaigns?

Call and booking metrics reflect AI-handled inbound and booking workflows; dialer outcomes appear in patient timelines and Call Log alongside these summaries.

See your call-to-booking picture

Walk through dashboard summaries and the full Reports workspace with our team.

Book a Demo