Running a report in ClinicSoftware is designed to be immediate and intuitive. Select the report type from the menu, set your filters and date range, and the report generates in seconds. Save favourite report configurations for one-click access in future, and schedule any report to run and deliver automatically.
How It Works
01
Select a report type from the Reports menu
02
Set the date range, location, and any additional filters
03
Click Run — the report generates instantly in your browser
04
Download as PDF or CSV, or schedule it for automatic future delivery
Key Features
One-Click Report Generation
Multiple Filter Options
Saved Report Configurations
Scheduled Auto-Delivery
PDF & CSV Output
In-Browser Chart View
Comparison Date Ranges
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Pro Tips
Save your five most-used report configurations as favourites for one-click access
Always compare the current period against the same period last year for meaningful context
Schedule critical reports to auto-deliver so they are never forgotten during busy periods