Every report page works the same way: filters at the top, figures, a table, an export. Learn it once and the thirty-odd reports read alike.

What you'll learn
  • The parts of every report page: filters, figures, table, export
  • Presets, saved views and comparisons
  • How the pinned figures on the reports page are chosen

The Reports page

Open Reports. The top row is Pinned: small cards with a live figure, its trend against the previous period and a day-by-day line for the month. Select Edit to choose which of the seven are pinned: Revenue collected, Uninvoiced appointments, Rebook rate, SMS balance, Lapsed patients, Outstanding balances and New patients. The pins are shared by the whole clinic, and a new clinic starts with the first four. Selecting a card opens the report behind it.

Every figure comes from the report engine. AI suggestions above a report are filters and observations only; they never change a number.

Below the pins is the library, grouped into Financial, Appointments, Patients, Practitioners, Communications and Compliance, each with a six-month trend line and a one-line description per report; switch between cards and a list. You only see the groups your role can run: money reports need the financial permission (Administrators and Bookkeepers), patient and practitioner reports the clinical one (Administrators and Practitioners), the audit and consent reports Administrators only, and the rest every role.

The Reports page showing a Pinned row of four figure cards, most with trend lines, and an Edit button, and the library below grouped by category with a card per group.
The Reports page with four pinned figures and the library below, Financial first.

Run a report

Open a report and set the filters it offers; each report declares only the ones that apply. A date range has presets Today, Week, Month, Quarter and Year or a custom range; some reports take a single date, a snapshot with no date at all, or a threshold of 30, 60, 90 or 180 days. Location defaults to all locations for users who can see them and is fixed to your own otherwise; Practitioner narrows to one. Compare adds the previous period of the same length beside the current one. Select Apply; the headline figures, tables and charts update, and a report with nothing to show says No data for the selected filters.

A practitioner whose Patient record access is their own patients sees their own figures in the practitioner tables, but money totals for the whole location.

Save view keeps the current filters under a name you give, listed under Saved views for one-click reuse; the cross beside a view deletes it. Export offers CSV, every row for a spreadsheet, and PDF for printing or sending; with nothing to export you're told so.

AI hints

After a report runs, ClinyPal may add two kinds of hint under the filters. A filter chip is a suggested change you can apply with one selection, such as comparing with the previous period or narrowing to the practitioner with the lowest rebook rate, with the reason shown. An observation is a short note about what's driving a figure. Neither calculates anything: the hints are written from the report you've already run, and applying a chip reruns the real report. See AI filters and observations.

What revenue means

Money reports exclude tax from revenue and show tax in its own column, so Revenue (excl. tax) is comparable across reports. Three figures are easy to confuse: Practice revenue is what was invoiced net of promotions, write-offs and credit notes; Revenue by service and Patients by total spend are gross billed, before any of those; and Payment summary is money taken, including credit top-ups and payments on invoices later voided, which is why it won't match revenue to the cent. Each report's description on the library says which it is.