Run Reports — ClinicSoftware.com

How to Run Reports

A complete guide to navigating the reports module, selecting filters, and exporting results.

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imageReport Builder

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

Select a report type from the Reports menu

Set the date range, location, and any additional filters

Click Run — the report generates instantly in your browser

Download as PDF or CSV, or schedule it for automatic future delivery

Key Features

pie_chart_outlined One-Click Report Generation

pie_chart_outlined Multiple Filter Options

pie_chart_outlined Saved Report Configurations

pie_chart_outlined Scheduled Auto-Delivery

pie_chart_outlined PDF & CSV Output

pie_chart_outlined In-Browser Chart View

pie_chart_outlined Comparison Date Ranges

pie_chart_outlined Share via Email

Pro Tips

lightbulb Save your five most-used report configurations as favourites for one-click access

lightbulb Always compare the current period against the same period last year for meaningful context

lightbulb Schedule critical reports to auto-deliver so they are never forgotten during busy periods