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Reporting
Reporting
Get details on your appointments, finances, patients, and more.
30 articles in this collection
Written by
Emily
Appointment reports
Appointments schedule report
See a report of your daily, weekly, or monthly appointments.
Written by
Emily
Updated over a week ago
See cancelled and missed appointments
Get a list of appointments that have been marked as "cancelled" or "Did not arrive".
Written by
Emily
Updated over a week ago
Print a hard copy list of appointments to help if you don't have internet access
If you know you might not have access to the internet, you can print out a list of appointments for the days ahead.
Written by
Emily
Updated over a week ago
Patient reports
Find your total number of patients
Get the total number of patients in your Cliniko account.
Written by
Emily
Updated over a week ago
View patient birthdays
See who has a birthday each month!
Written by
Emily
Updated over a week ago
Find patients without upcoming appointments
Need to know who doesn't have anything in the books? This report will help you out!
Written by
Emily
Updated over a week ago
Recalling patients
Recall patients so that you can see when they should be coming back in!
Written by
Emily
Updated over a week ago
See how much money patients have spent
See a list of patients based on how much they've spent at your clinic.
Written by
Emily
Updated over a week ago
See which patients have account credit
Get a list of all your patients who have account credit on their file!
Written by
Emily
Updated over a week ago
See which patients have accepted your privacy policy
Use data exports to get a list of all patients who have accepted your privacy policy.
Written by
Emily
Updated over a week ago
Transaction reports
View daily payments
See a list of all the payments from particular day to help balance your transactions!
Written by
Emily
Updated over a week ago
View a summary of all payments
See the total amount (and type) of payments over a period of time.
Written by
Emily
Updated over a week ago
View all outstanding invoices
Run a report to see which invoices are still owing!
Written by
Emily
Updated over a week ago
See which appointments haven't been invoiced yet
If you need to see which appointments haven't yet had invoices created, this report is for you!
Written by
Emily
Updated over a week ago
See your total practice revenue
See exactly how much your clinic has invoiced over a certain period of time!
Written by
Emily
Updated over a week ago
Calculate practitioner earnings
See how much a particular practitioner has earned over a period of time.
Written by
Emily
Updated over a week ago
Practitioner reports
Understanding the practitioner performance report
The practitioner performance report provides you with helpful metrics to see how your practitioners are doing. Learn how it works!
Written by
Emily
Updated over a week ago
Service hours in the practitioner performance report: what are they?
Service hours are defined as the total amount of hours that a practitioner sees patients.
Written by
Emily
Updated over a week ago
Refresh the practitioner performance report to get the most recent data
Update the performance report to get the most up-to-date information.
Written by
Emily
Updated over a week ago
Data exports
Export your data
Export all (and we mean ALL) of your data from Cliniko!
Written by
Emily
Updated over a week ago
Exporting patients
Get a spreadsheet of all your patients' details!
Written by
Emily
Updated over a week ago
Export patient appointments
Get a spreadsheet that includes information about appointments that patients have booked.
Written by
Emily
Updated over a week ago
Export wait list entries
Grab a list of all your wait list entries, or ones from a certain period of time.
Written by
Emily
Updated over a week ago
Export patient cases
Get a list of all your cases so you can review all case information at a glance.
Written by
Emily
Updated over a week ago
View archived records
If you'd like to find a record of archived items, you can use the data exports function!
Written by
Emily
Updated over a week ago
Find draft treatment notes
Find a log of treatment notes based on "draft" or "final" status.
Written by
Emily
Updated over a week ago
Export appointment types
Export a spreadsheet that includes all of your appointment types and their related information.
Written by
Emily
Updated over a week ago
View deleted data exports
Need to see which data exports have been deleted? Just check out the list of exports!
Written by
Emily
Updated over a week ago
Be notified when a data export is complete
You can opt to receive an email when a data export is done.
Written by
Emily
Updated over a week ago
Printing reports
Help! I'm trying to print a report and it looks bad.
If you're trying to print a report from Cliniko but the edges cut off, you'll want to adjust the margins within the print settings.
Written by
Emily
Updated over a week ago