The Reporting collection is where your practice reviews performance data: which marketing channels bring in patients, how your calls and appointments are trending, how your ad spend is performing, and how your online reputation is holding up. Reports live under the Reporting tab in the left navigation, organized into the sub-collections described below.
This guide is a map, not a manual. For a complete walkthrough of the Reporting area and every widget it offers, see the Essential Guides > Reporting & Dashboards > "Reporting All-In-One" guide. For a deep dive on how leads and patients get credited to a marketing channel, see "Understanding Attribution All-In-One" in that same Essential Guides section. This overview points you to the right report for the question you are trying to answer, without repeating what those flagship guides already cover.
Start here if you are new to Reporting. The "Reporting FAQs" guide answers the most common questions practices ask when a report looks off: why a date range shows no data, why a source is listed as Unknown, how timezones affect the numbers you see, and how long it takes for new data to appear in a report.
These reports answer "what happened on the phone and on the calendar."
Call Reporting Overview: call volume, direction, duration, and outcomes for your practice's phone lines.
Advanced Call Reporting Filters: narrow call data by user, number, direction, duration, and tags to isolate a specific front desk agent, marketing line, or time window.
Appointment Report: native calendar booking activity (shows, no-shows, cancellations, and booking volume). If your practice books through an EMR instead of a native calendar, appointment data lands in the Last Visit Date and Next Visit Date custom fields on the contact record instead of this report. See the Appointment Report guide for the full explanation.
These reports answer "where did this patient come from, and did the visit turn into revenue."
Source Report: a breakdown of contacts and opportunities by the marketing source that brought them in.
Conversion Report: tracks how contacts move from lead to booked appointment to won opportunity.
Understanding Attribution Source: explains first-touch versus last-touch attribution and how UTM parameters get captured on a contact record. For the complete attribution model, cross-link to "Understanding Attribution All-In-One" in Essential Guides rather than treating this as the full picture.
Contact Source Reporting and Campaign Tracking: contact-level source and campaign data you can reference on an individual record.
Understand Lead Sources and Improve Marketing Performance: how to read your source data and use it to shift ad and marketing budget toward what is actually filling your schedule.
These reports answer "how is traffic behaving on my funnels, websites, and forms."
Google Analytics 4 Tracking: connect GA4 and record pageviews from your funnels and websites. (Sending custom data to GA4 from inside an automation is configured in the Workflows collection, not here.)
Geographic Analytics (State and City Drilldown): see where your traffic and leads are coming from geographically, down to the state and city.
Site Analytics and Advanced Filters: traffic sources, sessions, and time-on-site for your funnels and websites, plus advanced filtering. Per-funnel conversion analytics for an individual funnel or website page lives in the Funnels/Websites collection, not here.
External Form and Page View Tracking: tracking setup for forms and page views hosted outside Aesthetix CRM.
These reports answer "how do I get reporting delivered automatically, and how is my team performing."
Account Summary Email Reports: schedule a recurring email summary of your account's key numbers.
User and Agent Reporting: per-team-member activity and productivity, useful for tracking front desk and sales performance.
A dedicated sub-collection covering Google Ads from setup through troubleshooting: setting up and viewing Google Ad Reporting, setting up conversion actions, the precautionary tracking script, reporting terminology, and a troubleshooting guide for when numbers do not match what you see in Google Ads. General ad-network reporting concepts also appear in the Ads Manager > Ad Reporting sub-collection; these guides go deeper on Google-specific setup and terminology.
Covers setting up and viewing Facebook (Meta) ad reporting and understanding Facebook-specific reporting terminology, such as CPC, CPA, ROI, and CPS. As with Google Ads Reporting, cross-channel ad performance also surfaces in Ads Manager > Ad Reporting.
These reports answer "how is my practice's online reputation trending." Covers the Reputation Report overview, using the review request list to track outstanding requests, and sending a manual review request. Reputation and review workflows are documented in full in the Review Management collection; these Reporting guides focus on the reporting side.
Reporting gives you the individual, detailed reports described above. The Dashboard collection is where you build practice-KPI boards (leads, booked consults, revenue, pipeline value, conversion, and channel attribution) by adding widgets pulled from these reports and other areas of Aesthetix CRM to a single at-a-glance view. If you want a live board you check every morning, start in Dashboard. If you want the detailed report behind a specific number, start here in Reporting.
Where do I find Reporting in Aesthetix CRM? Reporting is its own tab in the left navigation. Each sub-collection listed above corresponds to a report or group of reports available from that tab.
What is the difference between Reporting and the Dashboard collection? Reporting holds the individual, detailed reports (calls, appointments, sources, ads, reputation, and more). Dashboard is where you assemble widgets from those reports into a single custom board for a quick daily overview.
Where do I go for a complete explanation of how attribution works? See "Understanding Attribution All-In-One" in Essential Guides > Reporting & Dashboards. The "Understanding Attribution Source" guide in this collection covers the basics, but the Essential Guide is the full reference.
My practice books appointments through an EMR. Will the Appointment Report show those bookings? No. The native Appointment Report only reflects bookings made through a native Aesthetix CRM calendar. EMR-booked appointments are tracked on the contact record in the Last Visit Date and Next Visit Date custom fields instead.
Why does a lead show up with an Unknown source? This usually happens when a contact enters your account through a channel that does not carry marketing source data, such as a manual entry or an import. See the Reporting FAQs guide for the full explanation and how to reduce Unknown sources going forward.
I run both Google and Facebook ads. Do I need to check two different places? For network-specific setup, terminology, and troubleshooting, yes: use the Google Ads Reporting and Facebook Ads Reporting sub-collections. For a combined, cross-channel view of ad performance, use Ads Manager > Ad Reporting or build a Dashboard with widgets from both networks.
Can I get reporting emailed to me automatically instead of logging in to check it? Yes. Set up a recurring email summary using the Account Summary Email Reports guide in the Scheduled and Team Reports sub-collection.
Where do I find reputation and review reporting? The Review and Reputation Reporting sub-collection in this collection covers the reporting side (the Reputation Report, review request list, and manual review requests). Setting up review request workflows and templates is documented in the Review Management collection.
Does Reporting show data for AI Employee conversations or bookings? AI Employee activity feeds into the same contact, appointment, and source data these reports pull from, but AI-specific conversation metrics live with AI Agents rather than in this collection.
