Custom tables let you pull data from any part of Lupa — payments, invoices, clients, pets, products, finance — and shape it into exactly the view you need. Whether you want a daily revenue breakdown grouped by month, a client register filtered by health plan status, or a list of high-value invoices sorted by amount, you build the table once, save it, and come back to it any time with live data.

💡 In short: Go to Analytics → Tables, click Create New Table, pick a data source and time range, then configure columns, filters, and groupings. Save and share your table with your team or keep it personal.

Why Custom Tables Matter

⚠️ Build a saved table, don't re-filter every time. Instead of scrolling through invoices or payments screens looking for the data you need, create a custom analytics table once with the right filters and groupings — it's always there when you come back.

Benefit	How it helps your practice
Reusable views	Build a table once with the exact filters, columns, and groupings you need. It saves automatically and loads with fresh data every time.
Multiple data sources	Pull from payments, invoices, billing items, clients, pets, products, or finance — all from one place.
Shareable with your team	Set a table to Shared access level so everyone in your practice can use it, or keep it Private for your own analysis.
Pivot and group	Group rows by month, employee, status, or any field. Enable Pivot Mode for cross-tabular summaries like revenue by product by month.
CSV export	Download any table as a CSV file for use in Excel, Google Sheets, or your accountant's software.

The Tables Tab at a Glance

When you open Analytics → Tables, you see two panels:

Left sidebar — lists all tables you can access, grouped by access level (Private, Shared, Premade). Click any table to load it.
Main area — shows the selected table's configuration and data grid. The Create New Table button sits at the top of the sidebar.
The Tables tab showing the sidebar with saved tables grouped under Store, and the main area prompting you to select a data table

How to Create a Custom Table — Step by Step

Step 1: Open the creation dialog

Navigate to Analytics in the top navigation bar
Make sure the Tables tab is selected
Click Create New Table at the top of the sidebar A full-screen dialog opens with your new table's configuration.

Step 2: Configure your table

The dialog shows four key settings at the top: Table name — click the text field at the top and type a descriptive name (e.g. "Monthly Invoice Summary" or "Client Register"). If you skip this, the name defaults to the selected data source. Access Level — who can see this table:

Level	Who can see it
Private	Only you. No one else at the practice can see or edit it.
Shared	Everyone at your location. Useful for shared reports like "Daily Revenue" or "Active Patients".

Data Source — which data to pull from. The options available depend on your permissions:

Data source	What it contains
Payments	Payment transactions — amount, date, method, status, client, employee
Invoices	Invoice records — amounts due/paid, dates, status, pet, client, appointment details, and clinical attribution (the employee and vet linked to the associated appointment)
Billing Items	Individual line items from invoices — services and products with pricing, VAT, discounts
Products	Inventory catalogue — pricing, stock levels, margins, categories, suppliers
Clients	Client records — contact info, balance, health plan, tags, referral source
Pets	Pet records — species, breed, microchip, primary vet, health plan status
Finance	Financial allocations — how payments and credits are applied to invoices
Stock Valuation	Point-in-time inventory valuation — stock quantities and values as at a chosen date. Includes an Archived column so you can filter out discontinued products that may still show stock.
DATEV	German accounting export — one row per invoice and analysis category, with the eight columns your DATEV Buchungsstapel import expects: Umsatz, Soll-/Haben-Kennzeichen, Konto, Gegenkonto, Belegdatum, Belegfeld 1, Buchungstext, and Leistungsdatum. Only visible to practices based in Germany.

Time Range — the date window for the data. Choose a preset (Today, This Week, Last Month, This Year, etc.) or select Custom to pick exact start and end dates.

💡 Not all data sources use a time range. Clients, Pets, and Products are always a full snapshot of current records — the time range selector won't appear for these. Stock Valuation uses a single as-of date rather than a date range. DATEV uses the standard time range selector.

The Create New Table dialog showing the name field, Access Level (Personal), Data Source (Payments), Time Range (Last Week), the data grid with columns and a Columns panel on the right for configuration

Step 3: Customise the data grid

Once you've selected a data source, the data grid loads with all available columns. Use the Columns panel on the right to customise your view:

Show/hide columns — tick or untick columns in the Columns panel to control what's visible
Reorder columns — drag column headers left or right in the grid
Filter rows — click the filter icon on any column header to add conditions (e.g. "Status equals COMPLETED")
Sort — click a column header to sort ascending or descending

Step 4: Group and pivot (optional)

For summary views, use the grouping and pivot features in the right-hand panel:

Row Groups — drag a column (e.g. "Month" or "Employee") into the Row Groups area to group rows by that field. The grid collapses into expandable groups with subtotals.
Values — drag numeric columns (e.g. "Amount") into the Values area to see aggregations like sum, count, or average per group.
Pivot Mode — toggle the Pivot Mode switch to create cross-tabular layouts. For example, group by "Month" in rows and pivot by "Status" in columns to see monthly revenue split by payment status.

Day, Month, and Year columns are available for grouping in Payments, Invoices, Billing Items, and Finance tables. Use them to build trend reports without needing to export to a spreadsheet first. These columns are hidden automatically for draft invoices, which don't yet have a confirmed date.

The Daily Revenue table with Pivot Mode enabled — data is grouped by Month and Day in Row Groups, showing sum of Amount per group, with the Columns panel showing which fields are active

Step 5: Save your table

Click the Actions dropdown in the top-right corner, then click Save. Your table appears in the sidebar and is ready to use any time.

💡 Enable the Autosave toggle (next to Actions) to save changes automatically as you adjust columns, filters, and groupings. When autosave is on, changes are saved quietly in the background — you won't see a confirmation message each time. If a save fails, you'll still get an error message so you know to try again.

Working with Saved Tables

Opening a saved table

Click any table name in the sidebar. The main area loads with the saved configuration — all your columns, filters, groupings, and pivot settings are exactly as you left them. The data refreshes with live values.

Editing a table

When viewing a saved table, you can:

Change the table name by clicking the pencil icon next to it
Adjust the access level, data source, or time range using the dropdowns
Modify columns, filters, and groupings in the grid
Changes save automatically if autosave is on, or use Actions → Save manually

Exporting to CSV

Open the table you want to export
Click Actions → Export to CSV
A .csv file downloads to your computer, named with the table name and today's date (e.g. Daily_Revenue_2026-05-07.csv) The export includes whatever data is currently displayed in the grid, respecting your active filters and groupings.

Deleting a table

Open the table
Click Actions → Delete
Confirm the deletion in the dialog

⚠️ Deletion is permanent. Once a table is deleted, its configuration and saved view cannot be recovered. The underlying data (invoices, payments, etc.) is not affected — only the saved table view is removed.

Premade Tables

Premade tables are built and maintained by Lupa and appear in the sidebar for everyone. You can view and export them, but their configuration cannot be edited here.

Premade tables are a good starting point. If you need a modified version, create a new table with the same data source and adjust the configuration to suit your needs.

Tips for Building Effective Tables

✅ Best practices from practices that run Lupa:

Name tables descriptively — "Monthly Payment Summary" is easier to find than "Report 3"
Use Shared access for tables the whole team needs (e.g. daily revenue, active patients) and Private for your own analysis
Start with a preset time range (This Month, Last Quarter) — switch to Custom only when you need exact dates
Group by Month and Day for trend reports, by Employee for staff comparisons, by Status for workflow analysis
Export to CSV before quarterly reviews or accountant meetings so you have the data offline
Keep tables focused — one table per question. "What's our daily revenue?" and "Which clients have outstanding balances?" should be separate tables

Troubleshooting

Problem	Solution
No data appears in the grid	Check your time range — it may be set to a period with no activity (e.g. "Today" on a day with no payments). Try "This Month" or "Last Month" for a broader view.
A data source is missing from the dropdown	Your role may not have the permission for that data source. Ask your practice manager to grant the relevant analytics source permission in Settings → Roles & Permissions.
"Time range must be less than 2 years" error	Custom date ranges cannot span more than 24 months. Choose a shorter period or use a preset like "This Year".
Changes aren't saving	Check if Autosave is toggled off. If so, click Actions → Save manually. A confirmation message appears when a manual save completes. When autosave is on, saves happen silently — no message appears unless something goes wrong.
Save or Delete is greyed out	Editing is locked when you're viewing a table created at a different level or one you don't own. Hover over the greyed-out button to see exactly what to do — the tooltip will tell you one of the following: the report was created at the company level (switch to the company view to edit or delete it); the report was created at a store (switch to that store); the report belongs to another store (switch to that store); or the report is a Premade table managed by Lupa and cannot be edited here.
Can't edit a premade table	Premade tables are managed by Lupa and are read-only. Create your own copy: note the data source and settings, click Create New Table, and set it up the same way with your modifications.

Frequently Asked Questions

What happens to my saved table if the underlying data changes? The table always shows live data. Your saved configuration (columns, filters, groupings) stays the same, but the data refreshes every time you open the table. New invoices, payments, or clients will appear automatically.
Can I share a table with someone at a different location? Not directly. Tables set to Shared are visible to everyone at that location only. For cross-location tables, ask your practice manager to create a company-wide table, or export the CSV and share the file.
Is there a limit on how many tables I can create? No. Create as many tables as you need. Each table is lightweight — it stores only the configuration, not a copy of the data.
What's the difference between "Attributed Employee" and "Created By Employee" in the Invoices table? Created By Employee is whoever raised the invoice in Lupa. Attributed Employee is the main employee from the appointment linked to that invoice — typically the clinician who carried out the work. If an assigned vet is recorded on the appointment, you'll also see an Attributed Vet column. Use the attribution columns when you want to report on clinical activity rather than administrative actions.
What's the difference between "Billing Items" and "Invoices"? Invoices shows one row per invoice with totals (amount due, amount paid, status). Billing Items shows one row per line item within each invoice — individual services and products with unit pricing, VAT, and discounts. Use Invoices for a high-level summary and Billing Items for granular product/service analysis.
Can I schedule a table to export automatically? Automatic scheduled exports are not currently available. You'll need to open the table and click Actions → Export to CSV each time you need the data.
What does Pivot Mode do? Pivot Mode transforms the grid from a flat list into a cross-tabular summary — like a pivot table in Excel. You set which fields go in rows (Row Groups), which go in columns (drag to the "column labels" area), and which values to aggregate. For example: rows = months, columns = payment methods, values = sum of amount.

Built-in reports and custom tables