Kareo PM offers a self-service Microsoft Excel Add-In to create customized reports. To use this add-in, proficiency in Microsoft Excel's use of filters, formulas, pivot tables and graphs is required. Click the link below to view system requirements and instructions on downloading the add-in to begin building your custom reports.
Kareo PM Microsoft Excel Add-In
Looking for More?
The Kareo PM Product Development team is collecting information on the needs for custom reporting. Take a brief survey and tell us what you would like to see on your custom report. Your feedback is very valuable in helping us determine the features and functionality of future reports.
Custom Reports Survey