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Built-in Reports

Every CareLaunch organization starts with a set of ready-to-use reports. You don't need to build or configure these — they are available as soon as your organization is set up. This page lists what ships out of the box, where to find each report, and who can access it.

What You Get Out of the Box​

ReportWhat it showsWhere to find itWho can access it
Registration FunnelDistinct patient counts at each registration stage — created, questionnaire, documents, service requested, booked, paid, and complete — based on the workflow steps your organization has enabled. Choose a lookback window from 1 to 365 days.Reports dashboardAll admin roles
Financial ReconciliationService requests matched against their invoices and Stripe payments, refunds, and discounts, with net payment totals and exception flags such as work completed without payment.Financial ReconciliationPlatform Admins and Organization Admins
Appointment RemindersWhich appointment reminders were scheduled and delivered, compared against your notification settings.Appointment Reminders ReportPlatform Admins and Organization Admins
Duplicate TasksPatients who have more than one active task of the same type, with tools to clean them up.Duplicate TasksPlatform Admins and Organization Admins
Duplicate PatientsPotential duplicate patient pairs flagged for review, with merge and dismiss actions.Duplicate Patient Resolution (Dashboard → Duplicates tab)Platform Admins
OverviewHigh-level counts and trends for your organization — patients, appointments, documents, tasks, and more — plus a chart of new patients and tasks over time.Reports dashboardAll admin roles

Custom Reports Start Empty​

New organizations do not come with any saved custom reports. The reports above are the complete out-of-the-box set. If you need something beyond them, a Platform Admin can create custom reports by writing a SQL query against your organization's analytics dataset. See Enhanced Reporting System for how to build and save custom reports.

Who Can See and Create Reports​

  • Viewing reports — available to all admin roles.
  • Creating or editing custom reports — Platform Admins only.
  • The Reports menu is hidden for organizations on the solo plan.

A Note on "Reports": Admin Analytics vs. Patient Final Reports​

The word "reports" is used in two different places in CareLaunch, and they are separate features:

  • Admin reports (this page) are analytics and operational reports — funnels, financials, duplicates — for administrators.
  • Final Reports in the patient portal are clinical documents shared with a patient, such as a Treatment Summary, Progress Note, Discharge Summary, or Consultation.

If a patient asks "where are my reports?", they mean their Final Reports in the patient portal, not the admin analytics reports described here.