SimpleClinic includes many built-in reports which can be used for checking and monitoring many aspects of your clinic, including marketing, financials, KPIs (Key Performance Indicators) on patients and practitioners, orders, inventory, and more!


Clicking Reporting from the main navigation bar will take you to the reporting page.




Select the required report from the dropdown list, and the report will be displayed. You can also use the Print and Download CSV buttons to print the report or to save the data into a file which can be opened and edited in Excel if desired.


Please bear in mind, if you change the date range you will need to select the GO button again to refresh the new dates you specified before altering your category you would like to report on.


A list of current reports and their descriptions or use is as follows:


Report Name

Details

Backorder report
Shows the invoices and order items that have been marked as back order.
Restricted to the invoice practitioner branding IF the user is either a practitioner OR an employee. Displays ALL invoices if the logged in user is an admin or reception role.
Orders waiting picking
Customers and invoices which are awaiting pickup
Orders need shipping
Products and invoices which are ready to ship out to customers
Patients out of supps
Provides a report of patients that HAVE run out of supps or WILL run out of supps in the next 7 days based on the dosage associated with their most recent prescription and their LAST invoice date.
This report is intensive and runs each night.
This report requires admin, employee or reception access, so is not available to practitioner users.
Online Payments report
This report shows the latest online transactions across a given date range.
It requires a date range.
It requires admin, employee, reception access level, so is not available for practitioner users.
Sales report
This is the report that you should generate each day, or each week or each month to send to Xero if required.
This report will show all invoices that have ANY payment in the given date range, broken down into their payment method - EFTPOS, HiCAPS, cash, or other methods.
The most common use for this report is to check end of day/ next day takings.
The GST amount is ALWAYS the total GST amount of the full invoice NOT only the paid amount.
This report can be filtered by practitioner.
If the role is set to practitioner OR employee, it will only return sales for that user.
If the "hide vouchers" setting in Report Settings is set to Yes, invoices paid by voucher will be EXCLUDED, otherwise the will be included in this report.
Expense report
This report will list all expenses that have been paid within the given date range.
If the user is a practitioner OR employee, this report will return NO data.
Sales report (by practitioner link)
Shows all patients (for the practitioner) and the products and services sold in the given period. This report can be used to work out commissions for the practitioners.
This report will list all sales in the given date range where there is ANY payment made.
It will show all line items with the unit sell price, discount amount, and total sell price for that line.
The practitioner filtering is based on the practitioner link in the patient information.
If the user is a practitioner or employee, it will only show sales attributed to them.
Sales report (by location)
Shows all patients (for the location) and the products and services sold in the given period.
This report will list all sales in the given date range where there is ANY payment made.
It will show all line items with the unit sell price, discount amount, and total sell price for that line.

If the user is a practitioner or employee, it will only show sales attributed to them.
Invoices not fully paid
Displays all invoices where there has been a part payment or NO payment to the invoice.
Restricted to the invoice practitioner branding IF the user is either a practitioner OR an employee. Displays ALL if the practitioner is admin or reception.
This report EXCLUDES invoices that have been set to hidden.
Reconciliation report
This report will group all payments by date and the payment method across a REQUIRED date range.
It filters on practitioners based on the invoice practitioner branding field.
If user level is practitioner or employee, it will only return sales for that user ID.
Xero report
This will return all invoices with the payment amount and the Xero ID if it has been sent to Xero. The most common use for this report is to identify sales that have not been sent to Xero.
It REQUIRES a date range.
If user level is practitioner or employee, it will only return sales for that user ID based on invoice practitioner branding.
Product sales (by invoice practitioner branding)
This report will return product sales only (not services) in the given date range where there is ANY payment in the GIVEN date range.
It will show all line items with the unit sell price, discount amount, and total sell price for each item.
The report is based on invoice practitioner branding.
If the user is a practitioner or employee, it will only show sales attributed to them.
Referral sources report
This report will show the new patients created in the given date range along with the patient's referral source, or how they found your clinic.
If the user is a practitioner, it will only show their own patients.
Daily schedule
This report will show appointments over a given date range broken down by day. It will include both patient appointments and blocks.
If is filterable by practitioner name.
If the patient is a practitioner or employee, it will only return events for them.
Active recurring invoice schedule
This report will return all invoices that have a recurring payment program, along with the most recent invoice, the next invoice and the end date. It will include the payment method.
Sales by Category (filter by practitioner link)
This report returns all invoiced items with the amount paid and the GST amount. The amount paid is the total invoice amount paid -- the GST amount is the tax associated with the item.
This report allows filtering on the invoice practitioner branding.
If the user is practitioner or employee, it will return only the sales specific to them.
Sales by Category (filter by category)
This report returns all invoiced items with the amount paid and the GST amount. The amount paid is the total invoice amount paid -- the GST amount is the tax associated with the item.
This report allows filtering on the item category (ie, product, service, liquid herbal etc).
If the user is practitioner or employee, it will return only the sales specific to them.
Invoiced Services (by practitioner link)
This report returns all services purchased (not product sales) that have been invoiced and ANY payment has occurred in the given date range.
The report can be filtered by practitioner name.
If the user is practitioner or employee, it will return only the sales specific to them.
Stock report
This report lists all inventory items which have been ordered or delivered, against how many items of each have been sold, and the amount on hand.
Birthday report
This report can be useful for marketing purposes!
Returns patient's having a birthday in the given date range.
If the user is a practitioner or employee, it will only return the patients linked to them.
Services report
Returns all services along with their duration and their cost, based on the linked invoice item.
If the user is a practitioner, then it will be filtered to only show their linked services.


Patients without appointments
This report can be used for showing which patients haven't been booked into appointments after a given date.
This can be used for following up with the patients, if needed, to check on their progress or to book them in again for a follow-up consultation.
The report can be exported to a CSV file for email marketing or contacting via phone.
User SMS Usage
This report shows the number of SMS messages sent through SimpleClinic for a specified date range. The patient names and practitioner names are shown, along with the number of messages sent.    
Australian BAS worksheet
For Australian clinics or practitioners only, this report will help you complete your BAS tax reporting easier! The report can be generated for a given period, and printed or downloaded to a CSV file if required.
Sales Item (with cost and sell price)This report shows product sales for a period, listing the cost price and the sell price, and overall totals, so you can work out your profits for a period. This could be used as a profit and loss statement for a given period.
Stock on hand (Liquid herbal mL)

This report shows your stock levels for liquid herbals only, along with the amount purchased and sold, and overall value of your liquid herbal dispensary.

This report can be used to check the amount of each herbal liquid with what SimpleClinic believes you have in stock, as a stock-taking procedure! If any amounts of actual liquid herbals differ, you can use the Stock on Hand feature to correct the amounts in SimpleClinic, to accurately calculate your liquid herbal levels!



Bear in mind that the results of some reports will be limited to your user access level.