Kareo Release Notes Header

Build Custom Reports with the Kareo Add-In for Microsoft Excel!

Now you can build custom reports using your Kareo data and the powerful features of Microsoft Excel 2007. The Kareo Add-In for Microsoft Excel is an exciting new feature that lets you:

  • Retrieve patients, charges, transactions, and other data
  • Select from hundreds of available fields
  • Enter query parameters to limit the data returned
  • Sort, filter, and group your data by any field
  • Build advanced reports to summarize your data
  • Create stunning charts to visualize your data

To start building custom reports, download the add-in below and read the guide to learn about important installation steps that are required to use the Kareo Add-In for Microsoft Excel.

Kareo Add-In for Microsoft Excel Screenshot


Read the Guide    |     Download Now    |     Watch a Demo


System Requirements: You must have Microsoft Excel 2007 installed on your PC. The Kareo Add-In for Microsoft Excel will not work with previous versions of Microsoft Excel. Please visit the Microsoft Excel 2007 website for more information about upgrading to Microsoft Excel 2007.