Setting Up Cross-Tenant Reporting
How to turn on and scope reports that summarize activity across every tenant in a constellation.
Once a constellation exists, the parent organization can enable cross-tenant reporting from Settings > Organization > Reports. This doesn't move any data — it runs read-only aggregate queries across the member tenants and presents the results as a single dashboard.
You choose which metrics to aggregate (patient volume, billing totals, active users are the most common starting points) and which tenants in the constellation to include — you don't have to report on all of them. Each report respects the permissions of whoever is viewing it, so a regional manager can be scoped to only the tenants in their region even though the constellation contains more.
Reports refresh on a schedule you control, from real-time to nightly, depending on how much load your organization is comfortable putting on the underlying tenants.
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