Admin Workspace

Custom Report Builder

Build and schedule reports by location, provider, campaign, or any custom filter.

Audience

Practice leadership and performance managers

Role Context

Built for Data Analysts and Enterprise Operations Directors.

Overview

How this feature supports practice operations and patient outcomes

Your data, exactly how you want to see it. Vortex frees you from rigid templates by offering a highly flexible reporting engine, allowing leaders to pivot, filter, and schedule customized data deliveries directly to their inbox.

Core Capabilities

Drag-and-drop metric selection defining exact data parameters.
Intricate filtering supporting multi-variable logic (e.g., 'Dr. Smith AND Location Y AND Implants').
Saved views dynamically updating with live data sets.
Automated temporal delivery scheduling (Daily, Weekly, End of Month).

Workflow

Typical lifecycle inside Vortex

  1. Step 1

    Operations Director requires a very specific bi-weekly report analyzing new patient acquisition vs. marketing spend strictly for their three worst-performing clinics.

  2. Step 2

    Director utilizes the builder to select the specific clinics, variables, and timeframe.

  3. Step 3

    Report is saved as a template and scheduled for delivery every other Monday at 7 AM.

  4. Step 4

    Leadership receives the tailored PDF automatically, aligning perfectly with executive meetings.

Impact

Expected operational and growth outcomes

  • Drastically cuts the time required to prep for board and management meetings.
  • Unlocks hyper-specific inquiries that canned reports cannot answer.
  • Ensures widespread organizational alignment via automated data distribution.

Related Features

Explore more inside Actionable Intelligence

Keywords

custom reportingdata analyticsscheduled reportsdental KPIs
Back to Vortex Features