> ## Documentation Index > Fetch the complete documentation index at: https://docs.stratapt.com/llms.txt > Use this file to discover all available pages before exploring further. # Organization Insights The Organization Insights Report is StrataEMR's primary analytics report for practice owners and managers. It delivers a multi-layered snapshot of business performance across scheduling, billing, and collections — for any date range and facility combination you choose. **Navigate to Organization Insights: Dashboard > Analytics > Organization Insights Report** **Access:** Available to all users who do not have the **Limit Financial Features** restriction applied to their account. See [User Permissions](/documentation/settings/user-permissions) for more on permission settings. *** ## How Organization Insights Works Organization Insights pulls five layers of practice performance into a single report: scheduled visit activity, billing output, top CPT code trends, payer and facility breakdowns, and payment collections. Together, they give you a complete picture of how the practice performed across any period — without having to cross-reference multiple reports. The report supports custom date ranges, whether you're reviewing a single week, a full month, or several months at once. You can also filter by facility, making it equally useful for a single-location snapshot or a multi-site comparison. Every section is designed to stand on its own or be read together as a full picture of practice health. *** ## Schedule Insights Activity based on how appointments resolved on the schedule for the selected period. | Metric | What it shows | | - | - | | Visits Scheduled | Total appointments on the schedule for the period | | Visits Billed | Appointments that resolved as completed visits | | Pending Documents | Visits with documentation still in draft status | | Cancellations | Appointments cancelled during the period | | No-Shows | Appointments where the patient did not attend | Schedule Insights can also break down daily visits by category — for example, separating commercial visits from Medicare initial evaluations — giving you a granular view of how your visit mix is distributed across the period. **Drilling in:** Select the magnifying glass icon next to any metric to see the individual dates of service behind the number. *** ## Billing Insights Revenue and productivity metrics based on charges submitted during the selected period, broken out by facility. | Metric | What it shows | | - | - | | Revenue | Total revenue from billed visits for the period | | Avg Units per Visit | Average billable units submitted per visit | | Avg Charges per Visit | Average charge amount per billed visit | *** ## Top Billed CPT Codes A breakdown of your most frequently billed procedure codes for the selected period, organized by facility. | Column | What it shows | | - | - | | CPT Code | The procedure code billed | | Avg Units | Average units billed per visit for that code | | Avg Charges | Average charge amount per visit for that code | *** ## Facility & Payer Scenario A breakdown of collected money organized by payer type, showing how payments are distributed across the different insurance and payment sources your practice serves. | Payer Type | Description | | - | - | | Auto Insurance | Payments received from auto insurance payers | | Commercial | Payments received from commercial insurance payers | | Medicare | Payments received from Medicare | | Self-Pay | Payments received directly from patients | | Workers' Comp | Payments received from workers' compensation payers | *** ## Payment Insights Total payments collected for the period, broken down by collection source and facility. | Column | What it shows | | - | - | | Total Collected | All payments received for the selected period | | By Source | Collections broken out by type (e.g., patient payments, commercial insurance) | | By Facility | Collections broken out by practice location | This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.