ConfigureReports Settingsto Match Your Business Exactly
Customise report availability, set default date ranges, schedule automatic delivery to any inbox, and control which staff roles can access sensitive financial data.
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Configure Reports Settings to Match Your Business Exactly
Customise report availability, set default date ranges, schedule automatic delivery to any inbox, and control which staff roles can access sensitive financial data.
Report settings let a clinic control how reports behave — date ranges, defaults, and which figures matter — so reporting fits how the owner runs the business. ClinicSoftware.com applies these settings so the reports you open show what you actually need.
What do report settings control?
Report settings set defaults such as date ranges and the figures shown, so reports open the way you want. ClinicSoftware.com applies them across reporting.
Why configure reporting?
Tailoring report defaults means you spend less time filtering and see the numbers that matter to your clinic straight away, which makes reviews faster.
Frequently Asked Questions
What do report settings control?
Defaults such as date ranges and the figures shown. ClinicSoftware.com applies them across reporting.
Why configure reporting?
So reports open showing the numbers that matter, making reviews faster.
Can defaults be changed later?
Yes. Report settings can be adjusted anytime.
Do settings apply to all reports?
Yes. They shape how reporting behaves across the system.
How It Works in ClinicSoftware
01
Open report settings
02
Set default date ranges and figures
03
Save your preferences
04
Reports open ready to read
Reports Settings puts managers and owners in full control of how business intelligence is presented and shared across the organisation. Configure the default date range displayed when any report opens, restrict financial and commission data to appropriate role levels, choose your default export format, set up scheduled report emails that land in your inbox automatically, and customise which KPIs appear on your main dashboard. Every change takes effect immediately.
How It Works
01
Navigate to Settings then Reports and review each section of the current configuration.
02
Set the default date range displayed when any report opens — common choices are this month or last 30 days.
03
Configure role-based access so financial and commission reports are only visible to owners and managers.
04
Set up at least one scheduled report delivery by selecting the recipient, frequency, and report type.
05
Choose your preferred default export format — PDF for presentations or CSV for spreadsheet analysis — and save.
Key Features
settingsConfigurable default date ranges
settingsRole-based report access control
settingsScheduled automatic email delivery
settingsPDF and CSV export defaults
settingsDashboard KPI customisation
settingsMulti-branch reporting configuration
settingsFiscal year and currency settings
settingsInstant application of changes
Pro Tips
lightbulbRestricting financial reports to owner and manager roles is the single most important access control setting.
lightbulbA scheduled Monday morning summary report keeps you informed about the previous week without logging in.
lightbulbSet up individual commission report emails to each therapist at month-end — it is a powerful motivator.
lightbulbAlign custom date ranges with your marketing calendar so campaign ROI data is immediately comparable.
Feature Illustration
imageReports Settings
Feature illustration
Try It Free
Get full access to Reports Settings and every other feature in ClinicSoftware.com — no credit card required.
