Reporting | Cliniko Help

Reporting

Get details on your appointments, finances, patients, and more.

18 articles in this collection
Written by Emily Gable

Appointment reports

Appointments schedule report

See a report of your daily, weekly, or monthly appointments.

Written by Emily Gable
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 Gable
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 Gable
Updated over a week ago

View patient birthdays

See who has a birthday each month!

Written by Emily Gable
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 Gable
Updated over a week ago

Recalling patients

Recall patients so that you can see when they should be coming back in!

Written by Emily Gable
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 Gable
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 Gable
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 Gable
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 Gable
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 Gable
Updated over a week ago

View all outstanding invoices

Run a report to see which invoices are still owing!

Written by Emily Gable
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 Gable
Updated over a week ago

Calculate practitioner earnings

See how much a particular practitioner has earned over a period of time.

Written by Emily Gable
Updated over a week ago

Data Exports

Export your data

Export all (and we mean ALL) of your data from Cliniko!

Written by Emily Gable
Updated over a week ago

Exporting patients

Get a spreadsheet of all your patients' details!

Written by Emily Gable
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 Gable
Updated over a week ago

Find draft treatment notes

Find a log of treatment notes based on "draft" or "final" status.

Written by Emily Gable
Updated over a week ago