Reports
How to view Reports
Clinicea gives you the option to view detailed Reports for all modules in your Clinicea account. All the reports have unique icons to help you distinguish the different categories of reports. Also, the icon shows the description of the report. You can just hover your pointer over the icon beside the report and you can view the description. Let Us now see how to get a detailed repoFew readersHow to read the Dashboard
Clinicea gives you the real-time view of the key metrics to manage your Clinic operations. It also does an auto-comparison with the previous period to identify trends. All of this in a click. Let us have a look at how to read the Dashboard: 1. Go to Reports, to view the Dashboard. You can see the key metrics for the day, 7 Days, month or a custom data range of your choice. Now you will also see when was this report last updated. (https://storage.crisp.chat/users/helpdesk/website/Few readers
How to Securely Set Up Report Access for Staff in Clinicea
🔒 How to Securely Set Up Report Access for Staff in Clinicea As a Clinic Administrator, you control which staff members can view, export, or manage clinic reports. Clinicea provides flexible controls to ensure staff only access the data they need — keeping sensitive patient and financial information secure. 1️⃣ Step 1: Role-Based Report Permissions Go to Tools → Permissions. Select the Role (e.g., Receptionist, Nurse, Accountant). Under the Reports tab: - Enable Reports → AllowsFew readersHow to mark reports as favourite
Clinicea gives you the option to mark a report as favourite that you mostly use in your Clinicea account. You can mark multiple reports as favourite according to your choice or requirement so that you don't have to search for them every time. Search for the report that you want to mark as favourite. Click on the ★ icon next to the Particular Report Name. Once you mark it, the report will appear on the top. (https://storage.crisp.chat/users/helpdesk/website/fc576fc9d2f46000/favouriteFew readers