Running a therapy practice involves more than seeing clients, it’s about understanding how your time, services, and team are performing. SafeTalk’s built-in reports turn everyday activity into clear insights you can actually use to improve your work.
This guide is for:
- Organization Admins: You can access all reports such as Therapist Logbook, Earnings Report, and Organization Report
- Solo Therapists: You can access your Therapist Logbook and Earnings Report
Below, you’ll find where to access each report, what kind of information it provides, and how it helps you make smarter, data-driven decisions.
1. Therapist Logbook
Who is this for:
- As an solo/individual Therapist you can view your own logbook
- Each Therapist within an organization gets their own dedicated logbook
- As an organization Admin you can view the logbook for each member of your team
How to access:
From your SafeTalk Dashboard → My Practice → Logbook
What it shows:
The Therapist Logbook gives you a complete overview of your professional activity:
- Total session hours and number of clients
- Breakdown by service type, showing which services are most in demand
- Client demographics by age group and gender
- Monthly and yearly reports on total clients and sessions
What this can be used for:
This report makes it easy to track your professional growth and maintain accurate records. You can download all data as an Excel file: perfect for filling in your professional logbook or supervision requirements.
The trends help you see which months are busiest, which services drive the most engagement, and where your focus could bring the best results.
2. Earnings Report
Who is this for:
- As an solo/individual Therapist you can view your own earnings reports
- As an organization Admin you can view the earnings report for your whole organization
How to access:
Dashboard → Earnings → Reports
What it shows:
The Earnings Report provides a detailed view of your income and performance:
- Earnings summaries by month and year
- Most popular services by revenue
- For organizations: a breakdown by therapist
- Payment channel analysis, showing how clients prefer to pay (cash, transfer, e-wallets, etc.)
What this can be used for:
Whether you’re managing your own finances or running a center, understanding where your income comes from helps you plan better.
You’ll spot seasonal trends, identify your top-performing services, and manage payouts more transparently across your team.
3. Organization Report (Organization Admins only)
Who is this for:
- As an organization Admin you can view the report for your organization performance
How to access:
Dashboard → Organization → Overview
What it shows:
This report gives managers a real-time snapshot of everything happening across the practice:
- Live data on sessions, payments, and tasks for the day or week
- Practice-wide analytics on client demographics, popular services, and usage patterns
- Monthly and yearly summaries across all therapists and branches
What this can be used for:
The Organization Report gives you visibility into operations at a glance. See how busy your team is, monitor performance, and use the analytics to make data-backed decisions about scheduling, promotions, and growth strategies.
Turning Data Into Decisions
SafeTalk’s reports are more than numbers, they’re tools to help you understand how your practice works, when you’re busiest, and where to focus next.
Whether you’re a solo therapist logging your hours or a clinic director reviewing performance, these insights make your day-to-day management simpler and more informed.
Start exploring your reports today and see what your data can tell you about your practice.
