Grouping reports for insight

Groups allow you to segment report data by categories that matter to your organisation. These help turn raw numbers into actionable insight. 

In this article, we'll cover:

• what groupings are.
• common grouping options.
• how groupings affect charts and tables.

What is grouping?

Grouping means breaking down your data by category, like appointment type or referral source, to see how each segment performs.

Example:

• No grouping - You'll see total counts for all data combined.
• Referral - Patient - See outcomes or payments grouped by where the patient came from.
• Appointment Type - Understand which types are driving results.

Where can I use grouping?

Grouping is available in many reports, such as:

• Outcomes
• Cancellations
• Payments Overview
• Appointments Overview

How grouping changes reports

When a group is selected:

• The bar chart updates to visualise the breakdown by group.
• The table updates to show grouped rows (e.g. each referral type and its counts).

Groupings give your team fast, visual insights into performance by category.