Reports

Reporting that answers questions—fast.

Track appointments, coverage, revenue and margin across any time range. Filter in seconds, click into any customer or interpreter, and export with confidence.

Fluent reports dashboard

See the full picture

Track the metrics that matter across interpreter services — from performance trends to breakdowns by customer, language, and outcome.

Drill down fast

Filter flexibly across the app and click into the numbers behind the trends to understand what's driving volume and patterns.

Share data securely

Export polished PDF reports or MFA-protected CSV files with the right controls in place for sensitive reporting.

Data at your fingertips, across the app.

Fluent surfaces key metrics throughout the app—from calendar views to profiles to dedicated reports—so you can monitor activity, spot trends, and drill into the customers, languages, teams, and interpreters behind the numbers.

Reports: monthly calendar and appointment trends

Key metrics in context

See totals, breakdowns, and trends across interpreter profiles, customer profiles, calendar views, and the reports page.

Dedicated Reports page

Explore richer reporting views for performance, volume, coverage, service locations, and operational trends, then export the data when needed.

Click to drill down

Jump from top customers, languages, teams, and more into filtered views to quickly explore what is driving the numbers.

See the margin, not just the total.

Revenue, gross margin, what customers owe you and what you owe interpreters, for any period, with the previous one beside each number. Included on every plan.

The Billing report tiles: revenue with finalized and not-finalized parts, gross margin at 56% against a 15% floor, owed to you by age, and nothing owed to interpreters

This period against the last

Every figure carries the change from the previous period, so a dip shows before month end.

Margin against your floor

Gross margin as a bar with your margin floor marked on it.

Owed, by age

What customers owe you, split current, 1 to 30 days and over 30, and what is still due to interpreters.

Watch the month build.

A running total through the period, drawn over where last month stood on the same day. Switch to pay or margin; the bridge shows where every revenue dollar went.

Revenue as it builds through October against September, the current week dotted and not yet finalized, beside the Revenue to margin bridge: 44% to interpreters, 56% margin

Who earns you the margin.

By customer, interpreter, partner agency, team, service type or language. Every row shows revenue, pay and margin, with its share of the period and how much of it is final.

The Billing report's Breakdown by customers The Billing report's Breakdown by interpreters The Billing report's Breakdown by partner agencies The Billing report's Breakdown by teams The Billing report's Breakdown by service types The Billing report's Breakdown by languages
Report Filters
Declined, Missed 2
In Person Video Phone
Spanish, Mandarin, Vietnamese 3
Jan 1, 2026
to
Jan 31, 2026
Select customer...
All interpreters

Slice the data without losing the big picture.

Reports stays responsive even when you filter across agencies, offices, customers, interpreters, and languages—so you can answer questions in the meeting, not after it.

Agency
Appointment status
Service type
Team
Customer
Interpreter
Language
Custom start/end dates

Filters apply across every chart—no separate report builder required.

Know what's driving volume.

See language demand, customer concentration, and appointment outcomes at a glance—then follow the trail with filters and drilldowns.

Languages 12 languages
2,847 appts
Spanish 856 30%
Mandarin 571 20%
Vietnamese 427 15%
Cantonese 285 10%
Other (8) 708 25%
Customers 24 customers
2,847 appts
City Hospital 998 35%
Metro Clinic 571 20%
County Courts 427 15%
State DHS 285 10%
Other (20) 566 20%
Appt Statuses
2,847 appts
Completed 2,306 81%
Canceled 285 10%
Late Cancel 199 7%
Declined 57 2%

Language demand

Spot high-volume languages and identify shifts in demand over time.

Customer concentration

See where appointment volume is coming from and which customers are driving the most activity.

Appointment outcomes

Monitor cancellations, declines, and missed appointments to catch issues before they become patterns.

See where in-person work is happening.

Map appointment locations to understand geographic coverage, travel patterns, and high-volume service areas.

Service Locations
Service locations map
612
423
287
198
<100
100-300
300+
Location Appts Change
Los Angeles, CA
612 12%
San Francisco, CA
423 8%
San Diego, CA
287 3%
Sacramento, CA
198 15%
Fresno, CA
156 5%
Export Report
Time Range Jan 1 - Jan 31, 2024
Filters Applied 4 active
Records 2,847 appointments
PDF Report Clean, shareable summary with charts
CSV Data Export Raw data for analysis
MFA
Preview

Share snapshots. Export raw data. Stay secure.

Generate a PDF report for stakeholders or export CSV data for deeper analysis. CSV exports are protected behind multi-factor authentication.

PDF export

Coming Soon

Create a clean, shareable report for any time range and filter set, complete with charts and summary insights.

CSV export (MFA protected)

Download raw data, choose which columns to include, and export for deeper analysis. The Billing report exports its breakdown tables the same way. Restricted to admin users and protected by multi-factor authentication.

Revenue and margin by customer · Breakdowns by interpreter, language and team · Period-over-period comparisons · What's owed to you, by age · Fill rate and appointment volume · Cancellations, declines and no-shows · Language demand over time · Map of in-person service locations · Filter by team, customer, language and dates · Acceptance rates by interpreter · Key numbers on profiles and the dashboard ·

Ready to see Fluent reporting in action?

We'll walk you through how dashboards, filters, and exports work together.

Fluent reports dashboard