Find and read any report

Where reports live

Open Reports to see your pinned figures at the top, followed by the full library. Search or browse to find the one you need, grouped into money, appointments, patients, practitioners, messaging, and compliance.

The reports library with pinned figures at the top.

Pin the numbers you check often

Choose Edit above the pinned row to select which figures show up there — things like revenue collected, uninvoiced appointments, or your rebook rate. Each pinned card shows its current value, how it's trending, and a small trend line; select one to jump straight into its full report.

Choosing which KPIs to pin.

Filter a report

Depending on the report, you'll find a date range or single date, a location filter, a practitioner filter, or a threshold preset like 30, 60, 90, or 180 days. Only the filters that make sense for that particular report are shown.

Filters available on a report, including date range, location, and practitioner.

Let AI point you somewhere useful

Where it's relevant, ClinyPal suggests a filter worth trying — like comparing to the previous period — and calls out observations about what's driving a headline figure. Select the small explain control next to any figure for a plain-language explanation of what it shows.

AI-suggested filters and observations on a report.

Export what you need

Choose Export to download the report as a CSV for further analysis, or as a PDF if you need something to print or share as-is.

Exporting a report as CSV or PDF.