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RunДоклади

Generate any report, for any date range, with a single click.

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How to Run Reports

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

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Getting Started · 5 min
imageReport Builder
RUN REPORTSSelect report type Set date range Apply filtersExport PDF Export CSV Schedule auto-sendFEATURE PREVIEWLEARN MORE
At a Glance
Running a report in ClinicSoftware.com means choosing the report you need, setting the date range and filters, and reading the result — all in a few clicks. Reports draw on live data, so you can produce revenue, booking, staff or stock figures on demand without exporting anything.

How do you run a report?

To run a report you pick the report type, set a date range, apply filters such as staff or location, and view the result. ClinicSoftware.com does the rest from live data.

What can you filter a report by?

Reports can be filtered by date range, staff member, location, treatment or client group, so you can answer specific questions rather than reading one big total.

Can reports be exported?

Yes. Once run, a report can be exported for sharing or accounting, but the figures are always available live inside ClinicSoftware.com first.

Frequently Asked Questions
How do I run a report?
Pick the report, set a date range, apply filters, and view the result. ClinicSoftware.com builds it from live data.
What can I filter by?
Date range, staff member, location, treatment or client group, so you answer specific questions.
Can I export a report?
Yes. Reports can be exported for sharing or accounting once run.
Is the data live?
Yes. Reports draw on live data, so figures are current when you run them.
How It Works in ClinicSoftware
01
Choose the report you need
02
Set the date range
03
Apply staff, location or treatment filters
04
Read or export the result

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.

Как работи
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
Ключови характеристики
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
Професионални съвети
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