Reports & Financial Insights for Health & Wellness Practitioners
Know your numbers. Run a stronger practice.
Here’s the truth: it’s hard to grow something you can’t clearly see. Most practitioners are so focused on delivering great care that the financial side of their practice becomes a blur of receipts, half-remembered totals, and end-of-month scrambles. Sound familiar?
Ruana’s reporting tools change that. Whether you want a quick daily snapshot or a breakdown across a custom date range, your financial and appointment data is always organized, accessible, and easy to understand. No spreadsheets. No guesswork. Just the clear numbers you need to make smarter decisions.
Financial Reports
All your practice finances in one place
Ruana’s Finances section gives you five dedicated report tabs, each focused on a different slice of your revenue. Pick any date or date range, and your numbers are right there — clean, organized, and ready to print or save as a PDF.
- Summary — High-level revenue overview with sales broken down by location
- Sales — Detailed breakdown of revenue generated across your services
- Tips — Gratuity tracked separately for clean financial reconciliation
- Transactions — Line-by-line record of every payment processed
- Packages & Memberships — Track usage and outstanding balances for your recurring revenue products
Every report can be printed or saved as a PDF with a single click — handy for tax season, sharing with a business partner, or simply keeping your own records.
Appointments Report
See exactly what’s happening in your schedule
Your appointment data tells a story your financial reports alone can’t. Are certain practitioners busier than others? Is one location seeing more no-shows? Ruana’s Appointments report gives you the visibility to answer those questions and act on them.
A quick-read summary at the top shows your Completed, No Show, and Cancelled totals at a glance. Below that, a detailed, searchable table breaks down every appointment in your chosen date range.
- At-a-glance totals: Completed, No Show, and Cancelled
- Detailed table: location, patient, date, service, practitioner, and status
- Search and filter by location, patient, practitioner, or service
- Select any date or custom date range
- Print or save as PDF for your records
Why Reporting Matters for Your Practice
Most practitioners didn’t get into health and wellness to stare at spreadsheets. But the practices that grow consistently are the ones that pay attention to their numbers — even just a little. Ruana makes that easy by putting the most important data right in front of you, in a format that’s simple to read and act on.
With Ruana’s reporting tools, you’ll always know where your revenue is coming from, how your team is performing, and whether your no-show rate is worth addressing. That clarity leads to better decisions, healthier income, and a more sustainable practice.
Get Set Up in Minutes and Start Understanding Your Practice with Ruana
Getting started with Ruana takes minutes, not days. Our team is here to help you transition from another platform. Select the plan that fits your practice — Ruana’s reporting tools are ready to go from day one.