The report doesn’t answer the question
The standard dashboard shows the general trend but doesn’t answer questions like a per-branch breakdown.
Custom Reports
Custom reports for your clinic: reports built around your questions.
Go beyond standard indicators. Answer the right questions with custom management reports designed around your organisation’s needs.
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Not the same report for everyone
Look at whatever you want to look at.
Reports tailored to you by branch, doctor, treatment or period. Make management decisions with data specific to your organisation, not generic data.
Familiar problems
Is the figure you want to see in the report?
Standard indicators are enough for daily tracking; enterprise decisions often require answering other questions.
Data is combined by hand
Figures taken from different screens are gathered in a spreadsheet; hours go by.
The report doesn’t come regularly
When it’s prepared by hand whenever needed, comparisons can’t be made.
What changes
Before and after.
You look at the same data, cut to the question your organisation is asking.
Today
The report stays generic
Not enough for a decision.
With Clineo
Designed around your needs — You build the report around your organisation’s questions and go beyond standard indicators.
Today
Data is combined by hand
Hours go by.
With Clineo
Multi-dimensional views — You slice by branch, doctor, treatment or period; the merging work disappears.
Today
The report comes irregularly
Comparisons can’t be made.
With Clineo
Periodic flow — You receive the report at regular intervals and read the trend over time.
Why Clineo
Base your decisions on data.
Custom reports combine all clinic data with an enterprise view.
Custom design
Build the report around your organisation’s questions.
Multiple dimensions
Slice by branch, doctor and treatment.
Deep analysis
Go beyond standard indicators.
For management
Regular reports that support decisions.
A steady flow
Receive the report periodically.
Business decisions
Manage more accurately with data.
How it works
A custom report in four steps.
Custom reports combine all clinic data with an enterprise view.
Define the need
Say which question it should answer.
The report is designed
An indicator is built for you.
Explore
See your organisation from the right angle.
Receive it regularly
Follow it periodically.
Note: Custom reports are exclusive to the enterprise plan; scope and content are designed together with your organisation.
Works together with
Which modules does it connect with?
Custom reports are built on top of all the clinic’s records.
Basic Reporting
standard indicators for daily tracking
Opportunity Reports
see missed revenue in a separate report
Accounting
financial data feeds the report
API Access
take the data into your own analysis tool
Dedicated Account Manager
you design the report together
AI assistant
Neo answers quick questions.
Neo instantly answers everyday questions like "how much have we collected this month". Deep analyses such as per-branch breakdowns or period comparisons are built with custom reports.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
Report design starts with a question: which figure do you need to see to make which decision? Once that question is clear, so is the report’s scope. Branch profitability, doctor productivity and period comparisons are the most requested topics. You discuss your needs with your manager and the indicator is built accordingly. It’s also important to decide up front who will use the report; who sees which breakdown is set up together with permission settings.
FAQ
Frequently asked questions about Custom Reports
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoWhich plan includes this feature?
Custom Reports are exclusive to the Clineo Enterprise plan. Scope and content are designed together with your organisation.
How is it different from Basic Reporting?
Basic Reporting offers simple indicators for daily tracking and is available from the Soft plan up. Custom Reports are designed around your organisation’s own questions.
Which breakdowns can I get reports on?
By branch, doctor, treatment or period. You state your need and an indicator is built for you.
Can I receive the report regularly?
Yes. It’s set up to be followed periodically; you compare the trend period by period.
How long does it take to prepare a report?
It’s designed after we discuss your needs and set the scope. The time depends on the report’s complexity and data sources.
Can I change the report myself?
The report is designed together with your organisation. When you want to change its scope, we update it through your dedicated account manager.
Ready when you are
Base your decisions on data.
Let’s plan a short walkthrough for your specialty so you can see this feature in your own clinic workflow.