Reporting

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

21 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 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 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

Export wait list entries

Grab a list of all your wait list entries, or ones from a certain period of time.

Written by Emily Gable
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 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