Creating Custom Reports In Cliniko: A Step-By-Step Guide

September 21, 2023

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Creating Custom Reports In Cliniko: A Step-By-Step Guide

Custom reports are an essential tool for any clinic that wants to stay organized and efficient. Cliniko is a popular software used by clinics worldwide to manage patient records, bookings, invoices, and more.

This article provides a step-by-step guide on how to create custom reports in Cliniko. It details the process of setting up the report, selecting data to include, filtering data, grouping data, calculating totals, sorting data, downloading the report and saving it for later use.

With this comprehensive guide you can easily learn how to generate custom reports in Cliniko with accuracy and speed.

Setting Up the Report

Setting up a report requires careful consideration of the desired outcome and the necessary elements to achieve it. In order to create a custom report in Cliniko, users must first determine what information is needed.

This includes deciding on the data points to be included, such as patient demographics, appointment types, diagnostic codes, treatment plans, and payment information. Additionally, users must select any filters that should be applied to narrow down the results.

After these considerations have been made, users can begin building their report by adding fields from the available lists within Cliniko's reporting tools. Once all relevant fields have been added to the report builder page, users can customize its design by selecting appropriate formatting options for each field; for example, setting specific font sizes or colors for labels or text boxes.

Moreover, users may add extra details such as titles and captions that will appear at the top of each page when printed out. Once this setup has been completed and saved into Cliniko's system, it can be used whenever needed with ease - providing an invaluable resource for tracking performance or identifying trends over time.

Selecting Data to Include

With precision and care, the selection of data to include in a report can have a profound impact on its outcome. It is important to consider what information is necessary for the purpose of the report before deciding which data should be included.

When creating custom reports in Cliniko, users are given the ability to choose from various data sets such as patient demographics, treatments, appointments, invoices, receipts and clinical notes. Additionally, each of these datasets contains multiple types of fields that can be filtered depending on the specifics of the report.

To ensure accuracy and consistency in each report created in Cliniko, it is important to take time when selecting specific field attributes within each dataset. Limiting or expanding certain criteria can help narrow down results and create more detailed reports with pertinent information that will ultimately support better decision making.

By understanding how different filters affect outcomes, users can create tailored reports that meet their specific needs.

Filtering Data

The process of filtering data based on specific criteria allows users to create reports that are tailored to their individual needs. This is an important step in the report creation process, as it enables users to narrow down and focus on the information they require.

Filtering can be used in many ways, such as by date range, patient name, practitioner name or a combination of these options. Users should be aware that when using multiple filters at once, data can be further narrowed down according to each criterion.

For example, if patients and practitioners are both filtered for within a certain date range, only those treatments that meet both criteria will appear in the report. It is also helpful for users to understand how different filter combinations work together when creating custom reports in Cliniko.

By having greater control over what data appears in the report, users can ensure they get exactly what they need from their reports without spending time manually searching through unrelated information.

Grouping Data

Grouping data is an important part of the report creation process, as it helps to organize and present information in a more meaningful way. It allows users to gain insight into their data by sorting it by various criteria, such as patient demographics or practice location. This enables them to identify trends, compare performance over time, and better understand how patients interact with their practice.

With the ability to group data effectively, users can create easily digestible reports that are tailored to their specific needs. Organizing data into categories also makes it easier for users to draw conclusions from their reports. By breaking down results into manageable segments, they have a much clearer picture of what’s happening within each specific category or region.

Additionally, grouping data allows for comparisons between different groups so that insights can be gleaned from looking at overall patterns on a macro level. In summary, grouping data is an essential step in creating custom reports in Cliniko and helps provide valuable insights into your practice's performance.

Calculating Totals

Calculating totals is an important component of report creation, as it helps to provide a more comprehensive view of the data.

Totals allow you to obtain useful insights into your business operations by providing you with a macro-level overview of the information gathered in the report.

Totals can be calculated for each column or row in your report depending on what type of data you are looking for and how it needs to be presented.

By combining various columns or rows together, users can gain an even greater understanding of their data, which can help inform strategic decisions and improve overall operational efficiency.

With the right tools and techniques, creating custom reports that include totals and other calculations can be achieved quickly and easily in Cliniko.

Sorting Data

Organizing data in an efficient manner can be achieved by sorting it, making it easier to understand the information and draw meaningful conclusions.

In order to sort data when creating custom reports in Cliniko, there are several filters that allow users to refine their search results. These filters include sorting options such as date range, patient name, practitioner name, location and appointment type. Additionally, the user can also choose from a variety of sorting methods such as ascending or descending order of the items selected for sorting.

By using these features available in Cliniko when creating custom reports, users will be able to quickly and accurately sort their data according to the criteria they have chosen. This will enable them to analyze their data more effectively and make better decisions based on the results they receive from their report.

Furthermore, sorting data is essential when it comes to tracking progress over time and therefore leads to more informed decision-making within businesses.

Downloading the Report

Once the sorting criteria have been established, the report can be downloaded for further analysis. This is a simple process that can be done with a few clicks of the mouse.

To begin, users simply select the 'Download' option from the Report tab in Cliniko. This will give them a variety of options for downloading their report in either PDF or CSV format. Once selected, all data within the specified parameters will be available in an easy-to-read and organized format.

The information contained within this report can then be used to track patterns of care, review billing data, and analyze overall performance metrics. Additionally, it may provide valuable insight into patient trends and behaviors over time.

Furthermore, by utilizing this method of custom reporting, users are able to customize their reports according to any specific needs they may have - ensuring they have access to only those pieces of information which are most relevant and useful for their particular situation.

Saving the Report

Having successfully downloaded the report, the next step is to save it.

Saving a custom report in Cliniko requires users to first give the report a name and then select where they would like to store it. This can be done by clicking 'Save' at the top of the report page, which will bring up a pop-up window that allows for naming and saving.

It is important to ensure that all reports are saved in an easily accessible location on a computer or other device so that they can be accessed later when needed.

When creating reports with multiple tabs, users must also take care to save each tab separately so that all of their data can be retrieved later. To do this, they should click 'Save' while viewing each tab before moving onto another one; otherwise, only the current tab will be saved and any other tabs will not appear in subsequent views of the report.

Additionally, users should make sure they select an appropriate file type when saving their reports as this will affect how it can be used down the line.


The process of creating custom reports in Cliniko is straightforward and comprehensive, allowing for far greater flexibility than the standard report formats.

Data can be filtered, grouped, calculated, and sorted to create a tailored report that meets any need.

Furthermore, the downloaded report can be saved so it may be accessed again as needed.

By utilizing this feature of Cliniko, users can gain access to more detailed insights into their business operations and make data-driven decisions accordingly.

This ultimately allows for improved efficiency across the organization as well as increased customer satisfaction through better services.

In conclusion, leveraging custom reports in Cliniko is an effective way to optimize business performance and maximize return on investment.

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