Reports

Cash-up by payment method for a single day and location.

All payments of any type over a date range, broken down by payment method.

Unpaid invoice balances aged into 0-30, 31-60, 61-90, and 90+ day buckets.

Accrual and cash-basis revenue side by side, with a toggle between the two views.

Which services earn the most revenue over a date range.

VAT / GST collected over a date range, broken down by tax rate.

Every write-down and its approver, in one report.

Credit owed per patient, across your patient base.

Completed appointments that were never billed.

Your top spenders, ranked by lifetime spend.

A printable day or week schedule board.

Who cancelled, and who didn't show up.

Appointments completed without a clinical note.

Unfilled schedule slots and who's waiting for them.

Compare revenue and appointment volume across locations.

Self-booked appointments, deposits collected, and lead time.

See where your new patients are coming from, broken down by referral source.

Find patients who haven't had a recent visit so you can follow up before they're gone for good.

See which patient recalls are coming up or already overdue.

Track how well your clinic retains new patients over time, grouped by when they first visited.

See which patients have birthdays coming up in the selected period.

A consolidated view of revenue, per-visit average, rebook rate, cancellations, and utilisation for each practitioner.

See how many SMS messages you've sent, how many segments they used, and how much balance is left.

See how many broadcasts you've sent, how many recipients they reached, and how many messages bounced.

See who opened which patient record, when, and what they did with it.

See which patients have signed required consent forms, which are still pending, and which have expired.

How to find, filter, and understand the reports catalog at /reports, including the Pinned KPI strip and the two AI features that appear on every report.

How the common report viewer works in ClinyPal: filters, KPI cards, and the table or schedule-board layout used across all reports.