Cliniko

Emily

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

Reporting

Learn what each financial report shows, why the numbers might differ, and which reports to use for different needs.

Understanding report discrepancies

A deep dive into what each graph in the reports tab shows

Understanding the graphs on your reports page

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.

Help! I'm trying to print a report and it looks bad.

General reporting

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

Appointments schedule report

Get a list of appointments that have been marked as "cancelled" or "Did not arrive".

See cancelled and missed appointments

If you know you might not have access to the internet, you can print out a list of appointments for the days ahead.

Print a hard copy list of appointments to help if you don't have internet access

Use the treatment note completion report to see which appointments have finalised notes (and which ones don't).

See which appointments have completed treatment notes

Appointment reports

Get the total number of patients in your Cliniko account.

Find your total number of patients

View patient birthdays

Need to know who doesn't have anything in the books? This report will help you out!

Find patients without upcoming appointments

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

Recalling patients

See a list of patients based on how much they've spent at your clinic.

See how much money patients have spent

Get a list of all your patients who have account credit on their file!

See which patients have account credit

Use data exports to get a list of all patients who have accepted your privacy policy.

See which patients have accepted your privacy policy

Patient reports

See a list of all the payments from particular day to help balance your transactions!

View daily payments

See the total amount (and type) of payments over a period of time.

View a summary of all payments

Run a report to see which invoices are still owing!

View all outstanding invoices

If you need to see which appointments haven't yet had invoices created, this report is for you!

See which appointments haven't been invoiced yet

See exactly how much your clinic has invoiced over a certain period of time!

See your total practice revenue

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

Calculate practitioner earnings

Transaction reports

The practitioner performance report provides you with helpful metrics to see how your practitioners are doing. Learn how it works!

Understanding the practitioner performance report

Service hours are defined as the total amount of hours that a practitioner sees patients.

Service hours in the practitioner performance report: what are they?

Update the performance report to get the most up-to-date information.

Refresh the practitioner performance report to get the most recent data

Practitioner reports

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

Export your data

Get a spreadsheet of all your patients' details!

Exporting patients

Get a spreadsheet that includes information about appointments that patients have booked.

Export patient appointments

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

Export wait list entries

Get a list of all your cases so you can review all case information at a glance.

Export patient cases

If you'd like to find a record of archived items, you can use the data exports function!

View archived records

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

Find draft treatment notes

Export a spreadsheet that includes all of your appointment types and their related information.

Export appointment types

Need to see which data exports have been deleted? Just check out the list of exports!

View deleted data exports

You can opt to receive an email when a data export is done.

Be notified when a data export is complete

Data exports

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.