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Gap: Reporting & Analytics Dashboard

Status: 🔴 Not Started Priority: Moderate (Pre-White-Label) Estimated Effort: 2-3 days

What's Missing

Reporting and analytics documentation including:

  • Available reports (appointments by date, patient growth, specialist utilization)
  • Report generation (real-time vs. scheduled)
  • Export formats (CSV, PDF, Excel)
  • Analytics dashboard (if separate from operational UI)
  • Metrics visualization
  • Custom report builder
  • Data warehouse integration (if any)
  • Business intelligence tools integration (Metabase, Tableau, etc.)

Why Important

Admins need insights into platform usage and business metrics.

Current State

  • Segments feature exists for patient cohorts
  • CSV export mentioned
  • No comprehensive reporting system

docs/features/reporting/