Your reports page includes a number of graphs that give you a quick snapshot of how your practice is doing. These graphs are based on real-time data and offer insights into appointments, patients, revenue, and new patient trends. They're a great way to spot patterns or changes at a glance.
This guide explains what each graph shows, how the numbers are calculated, and why they might differ from other reports.
A few things to know upfront
These graphs appear at the top of every section in your main Reports page.
They cannot be customised or filtered.
What you see may vary depending on your user role and the permissions you have.
Let’s take a closer look at the graphs for each section:
Appointments
This graph shows the total number of appointments by month, excluding unavailable blocks.
It includes:
All appointments, whether they were attended, cancelled, or marked as DNA (Did not arrive).
Appointments from all practitioners.
The Appointments schedule report excludes DNAs by default, which is why the totals in that report might be lower than what this graph shows.
This graph is available to all user roles on the account.
Patients/Clients
This graph shows the total number of new patient profiles created, accumulated over time.
It includes:
Every patient file added to your account, regardless of whether they’ve had an appointment.
It’s essentially a cumulative view of the Patients report found in the Marketing section.
This graph looks at the date the patient file was created in Cliniko. Each month adds to the total from previous months. A patient does not need to have an appointment booked to appear here.
This graph is available to all user roles on the account except for bookkeepers.
Transactions
This graph shows monthly revenue totals from all invoices, regardless of practitioner involvement.
It includes:
All invoices raised within the past 12 months, based on the invoice issue date.
Practitioner and non-practitioner revenue (non-practitioner revenue is from invoices that are not linked to a practitioner or appointment, such as from product sales or from walk-in customers).
This graph reflects the numbers in the Practice revenue report, using the accrual method (i.e. invoice value based on when the invoice is issued, not when it’s paid).
This graph is available to administrators and bookkeepers.
Practitioners with access to financial data (from Settings → Our clinic → General settings), power receptionists, and receptionists will see a Recent payments by day graph in the Transactions section instead, which shows payments made over the past 7 days (rather than invoices).
Practitioners
This graph breaks down invoices linked to practitioners, grouped by practitioner and month.
It includes:
Only invoices that are assigned to a practitioner.
Revenue is grouped by the month the invoice was issued.
Practitioners who were inactive at the time of reporting will still appear if they raised invoices in that timeframe.
This graph reflects the practitioner-specific numbers in the Revenue by raised invoices report and matches the Revenue figures found in the Practitioner performance report. You can also match these figures to the Practice revenue report, using the accrual method where the amounts should tally with what's in the Summary of revenue by practitioner.
This graph is available to administrators and bookkeepers. Practitioners with access to financial data will only be able to see a graph for their own revenue.
Marketing
This graph shows the number of new patient profiles created in your account, grouped by month.
It includes:
Every patient file created during the month, regardless of whether the patient has had an appointment.
Patients added manually, via online bookings, or through integrations.
While the graph in the Patients section is cumulative, this one shows the number of new patients created in a specific month.
This graph is available to administrators and power receptionists.
Sometimes the figures don't seem to add up, in which case, you can check out our guide on some reasons for report discrepancies. If you're still unsure about the figures you're seeing, feel free to get in touch with our support team!