Custom Reporting

Use Kareo and Microsoft Excel to build custom reports and advanced charts.

  • Utilize Microsoft Excel to more effectively use Kareo
  • Retrieve data from various tables
  • Select from hundreds of available fields
  • Enter query parameters to limit your results
  • Sort, filter, and group your data by any field
  • Create stunning charts to visualize your data
Make better decisions with insightful reports.
Enjoy greater convenience by storing your documents online.
Extend Kareo by interfacing with third-party systems.
Use Kareo and Microsoft Excel to build custom reports and advanced charts.