Yes. Charts query the BirchPress tables on each render with tunable caching per card. There is no nightly job. When a clinician marks a no-show or the front desk confirms a pending appointment, the dashboard updates on the next refresh, which makes it useful for end-of-day reviews as well as monthly reporting.

Yes. Per-role dashboards use BirchPress's staff-to-user mapping, so a clinician sees only their own appointments in every chart by default. Practice managers and front desk get the full team view, including comparison bars. The scoping is automatic and inherits from the same capability layer the reservation table uses.

Yes. A Donut card shows the current status mix, and a Bar or Area card grouped by week with status filtered to no-show shows the trend. Pair them on the same dashboard and the practice can see both the snapshot and the trajectory.

Yes. Location is a first-class field, so charts can filter or group by location. Practice groups with three or four locations can build one dashboard per location, or one combined dashboard with location as a comparison group inside Bar and Area cards.

Yes. Any meta field collected on the booking form, like insurance provider or referral source, becomes a filterable and groupable column. A Bar chart on referral source quantifies which marketing channels actually drove appointments this quarter.

Yes. Recurring appointments show as individual instances in the data, so each occurrence counts toward the dashboard. A series of weekly therapy sessions appears as twelve appointments in a quarter, which is correct for utilization and revenue reporting.

Yes. Each chart card exports as PNG or PDF with the current filter context. Practice managers can paste utilization charts into a Friday review deck without rebuilding them in another tool. For deeper exports, the underlying rows are CSV-exportable from the appointment table view.

It does not replace it but it covers the questions most practices use the reports tab to answer. BirchPress's built-in reports remain available for the cases they handle. The advantage of SleekView Charts is that the dashboard is composable, scoped per role, and reads any meta field you collect on the booking form, not just the fields BirchPress's reports were designed for.