People reviewing reports in front of computer.

How to Build Meaningful CMD Reports

CollaborateMD (CMD) has over 125+ standard reports to choose from, or you can use our powerful report builder to create a customized report. You can run CMD reports in real-time, and filter your reports to locate the data you want to track. 

Our Central Business Intelligence (CBI) Reports are included in every plan.  The CBI contains a Report Viewer and Report Builder. The Report Builder allows you to modify report templates with filters, grouping, and charting.  You can specify your selection criteria, run and view multiple reports at once.  You have complete control of your data so you can visualize and analyze your daily and ongoing business activities the way that you want. Watch the short video below to learn how to pull valuable data. 

How to Build Reports

We know how important it is for you to be able to display your data visually so you can easily identify areas of improvement and make business decisions. So far, we’ve released 4 instructional videos on the CMD report section to help you get started.  We encourage you to check them out on our Knowledge Center.  

We also have a Youtube Channel where we upload new videos with closed caption options. If you would like to Subscribe to CollaborateMD, you can set up notifications every time we post a new video! 



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