I’m really looking for some updates on the way we can report data from inside cliniko. I know we can export the data which is a really useful feature and we can custom reporting through there.
What I think would be useful is to have the reporting features within cliniko itself this takes out the human error that starts to creep in with excel. What I’d like to be able to do is when reporting on open and closed invoices is to have the ability to create a report with more variables, rather than just the date range and practitioners. So being able to report on the appointment type or who it was invoiced to i.e. an insurance company for example. Because at the minute it is only possible to select a report based on date range or by practitioner.
Would make reporting a lot easier if we could do this, keep an eye on who owes us money for month end reporting.