The Reports page in ALOHA® gives you a dedicated workspace to see exactly how patients are interacting with your practice. Whether you want to manage your online reputation or track how many new bookings Charlie AI is handling, ALOHA provides all the data you need in one easy-to-reach place.
✨ When You Need This Guide
How do I see a history of what Charlie AI has been doing?
Where can I find and manage my latest Google or Facebook reviews?
How do I track which marketing channels are bringing in the most bookings?
Can I see a list of just "New Patients" who scheduled recently through ALOHA?
I need to follow up with a lead directly from a report.
What This Covers (And What It Doesn't)
✅ Covers: Using the Charlie AI Log, managing Reviews & Feedback, and filtering Scheduling History to track appointments and leads.
❌ Doesn't Cover: Booking or moving appointments (use the Calendar) or connecting new social media accounts.
Prerequisites/You'll Need:
An active ALOHA account.
✅ Navigating Your Reports
The Reports page is organized into three powerful tabs. Here is how to get the most out of each one.
🤖 Charlie AI Log
This tab gives you full visibility into your AI agent’s activity so you can catch issues early or verify successful patient tasks.
Audit Activity: Review every action Charlie AI has taken within your selected date range.
Verify Handling: Use this log to double-check that the Charlie AI is responding to patient needs according to your practice standards.
⭐ Reviews & Feedback
This is your reputation management hub. It allows you to see what patients are saying and control your public image.
Two-Way Toggle: Easily switch between Reviews (public posts from connected sites) and Feedback (private requests you have sent).
Control Visibility: Toggle a review to show or hide it on your ALOHA-powered sites and widgets without needing to click "Save." Changes save immediately!
The "Reviewed On" Indicator: This is a key metric. It shows you if a specific feedback request resulted in a review on Google, Facebook, or Yelp. This helps you measure if your outreach is actually working.
Search Tip: When searching your reviews, make sure to enter at least 2 characters to see results.
📅 Scheduling History
This report helps you understand your "Marketing ROI" by showing you which channels are actually booking appointments.
Appointments vs. Leads: Use the toggle to switch between confirmed bookings and potential new patient leads.
Note: Leads mode shows all captured leads regardless of the date range.
Origin & Referral Tracking: Use the Origin and How did you hear filters to see if bookings came from Charlie AI, the mobile app, online scheduling, or referrals.
Growth Tracking: Use the Patient Type filter to separate "New" from "Existing" patients. This is the best way to track how many new families are joining your practice.
Instant Outreach: Hover over any row to see the Call or Message icons. You can then follow up with a lead immediately.
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
I can't see the "How did you hear" column. | This column is hidden by default to keep the page fast. | Click the Column Gear Icon and check the box to turn it on. |
My hidden review is still showing up online. | Visibility changes save instantly in ALOHA, but widgets may take a moment to refresh. | Refresh your website or widget after a few minutes or clear your cache to see the update. |
🎉 You'll Know It's Working When:
You can see a live feed of Charlie AI's interactions with patients.
You see the "Reviewed On" indicators showing your reputation program is working.
You can identify which marketing channels (like referrals or AI) are driving the most revenue.
You successfully reach out to a new lead using the "Message" action in the report.
💬 Need Help? We're Here!
If you have questions about your report data or need help adjusting your permissions, we are happy to assist!
📞 Phone: 800-563-0469
📧 Email: support@getaloha.com