Reporting
Reporting that matches how your stakeholders operate - and what they're allowed to see.
Deliver the right reports to the right roles: platform operators, specialists, and organizations - with tenant-aware scoping, privacy controls, and export readiness.
How it works
A streamlined process designed for efficiency and control
Configure audience-specific report templates for platform operators, specialists, organizations, and affiliates
Set up scheduled delivery with email, portal access, and export options for each stakeholder type
Apply scope controls and anonymization rules based on privacy policies and RBAC permissions
Generate operational, financial, and compliance reports with audit-friendly trails
Export reconciliation-ready data in CSV and structured formats for downstream workflows
Core capabilities
Enterprise-grade features for complex operational needs
Platform Operator Reports
Marketplace health, specialist onboarding throughput, approval times, and financial operations including payout cycles and reconciliation.
Specialist Reports
Activity summaries for sessions and bookings, earnings statements, payout history, and performance insights with privacy constraints.
Organization Reports
Utilization and engagement across member bases, access-controlled views (anonymized vs identified), and budget/benefit usage tracking.
Affiliate Reports
Commission and payout reporting with full traceability for affiliate program management and reconciliation.
Operational Reports
Wait times, match rates, cancellation patterns, and capacity coverage comparing availability versus demand.
Engagement Reports
Usage over time, program adoption, completion markers, and aggregated insights without exposing sensitive details.
Financial Reports
Statements, invoices, payouts, and commissions with reconciliation-friendly exports for finance workflows.
Compliance Reports
Access activity summaries showing who accessed what and when, plus consent status reporting where required.
Scheduled Delivery
Daily, weekly, or monthly email delivery with recipients scoped per tenant and organization boundaries.
Email Distribution
Automated report delivery to designated recipients with configurable schedules and access controls.
Export Capabilities
CSV and structured format exports ready for finance, operations, and downstream system integration.
Scope Controls
Filter by organization, specialist, time range, or program/tenant to ensure stakeholders see only permitted data.
Anonymization
Protect patient identity where required with configurable anonymization rules per report type and audience.
RBAC Enforcement
Role-based access control ensures each stakeholder sees only the data slices they're permitted to view.
Audit Trail
Complete tracking of report generation and access for compliance and governance requirements.
Built for scale and precision
Our advanced capabilities are designed for organizations that need granular control, sophisticated workflows, and enterprise-grade reliability.
Use cases
See how different organizations leverage this capability
Platform Operations
Monitor marketplace health, specialist onboarding throughput, and operational performance with executive-ready reports.
Specialist Earnings
Generate earnings statements, payout history, and activity summaries for specialists to track their business performance.
Organization Oversight
Deliver utilization and engagement reports to organizations with appropriate anonymization based on privacy policies.
Financial Reconciliation
Export transaction data, invoices, and payout records for finance teams to reconcile and audit.
Compliance Auditing
Track access activity, consent status, and generate compliance-ready reports for regulatory requirements.
Affiliate Program Management
Provide commission and payout reports with full traceability for affiliate partners and internal tracking.
Why choose this capability
Ready to design your reporting layer?
Talk to us about building reporting that satisfies platform ops, specialist earnings, and organization oversight - with clear scoping and exports for your compliance model.