Cliniko

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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 figures

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, fortnightly, 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 information about all the appointments on your calendar, as well as the patients who attended them.

Export appointment calendar and attendees data

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

Use data exports to see who's seen a practitioner

Getting a list of patients for a specific practitioner

Data exports

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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