26 reports, none of them a spreadsheet.

Every report your clinic actually checks (financials, appointments, patients, practitioners, communications, and compliance), computed live from the same system that runs your day, and exportable to CSV or PDF in a couple of clicks.

Payment Summary report with payment-method breakdown and an AI observation

Patient Credit Balances report ranked by balance owed

Revenue, takings, tax, and the money that didn't come in as expected.

Daily Takings

Every payment recorded today, broken down by how it was paid.

Payment Summary

Every payment over a date range, across every payment type.

Practice Revenue

Headline revenue, toggled between accrual and cash basis.

Revenue by Service

Revenue broken down by appointment type and billable service.

Outstanding Balances

Every unpaid invoice, aged into 0-30, 31-60, 61-90, 90+ buckets.

Uninvoiced Appointments

Completed appointments with no invoice ever raised.

Discounts & Refunds

Promotions, write-offs, and refunds, attributed to the staff member who processed each one.

Tax Summary

Tax collected across invoices, broken out by your configured tax rates.

Patient Credit Balances

Every patient currently holding account credit.

Patients by Total Spend

Patients ranked by everything they've ever paid your clinic.

Schedule, cancellations, waitlist, and booking-channel performance.

Appointments Schedule

The calendar, reformatted as a printable list for reception.

Cancellations & No-Shows

Every appointment that didn't go ahead as booked.

Waitlist & Gaps

Unfilled calendar gaps shown alongside your active waitlist.

Online Booking

Volume, deposits collected, and lead time on public online bookings.

Recalls Due

Patients with a recall coming due: the operational rebooking list.

Upcoming Birthdays

Patient birthdays in range: a personal touch or a promotion.

Where new patients come from, and whether the ones you win are staying.

New Patients by Source

New patients attributed to the referral source recorded on their file.

Lapsed Patients

No visit inside a threshold you choose: a reactivation starting list.

Retention Cohorts

New patients grouped into monthly cohorts and tracked forward.

Consent & Forms Status

Every consent form's current sign-off status, at a glance.

Practitioners

Practitioner Performance: appointments, cancellations, new patients, rebook rate, and revenue per practitioner.
Performance by Location: volume, cancellation rate, and revenue compared site against site.

Communications

Broadcast Performance: sent, delivered, bounced. A campaign's real reach.
SMS Usage & Balance: messages sent over a range, plus your clinic's current credit balance.

Compliance

Audit Log: every view, download, print, and edit of patient data, filterable by date and user.
Note Compliance: completed appointments still missing a treatment note.

Suggested filters, observations, and an explain button.

Every report in ClinyPal gets the same AI-assisted layer: filter suggestions, plain-language observations, and a per-KPI "explain this number" popover, all grounded in numbers your database already computed. See how it works.