Users can now filter reports by the date an activity took place using the new Timeline filter category. Choose from quick options such as This Month or Last 12 Months, or select a custom date range to view activity completed within a specific period.

This feature can assist practices with obtaining time-based activity reports, such as when submitting Extended Access appointment data. By filtering the data for a selected time range, users can see the total number of appointments completed without the need to manually count activities from the Timeline chart.