Reports and Data Management
Explore your coreplus data for insights into your business or back up your files
17 articles
- Reporting - CalendarExtract useful and actionable information on clients and appointments at your practice
- Reporting - Calendar - CancellationRun the appointment cancellation report to get greater insights into why clients are choosing to cancel their appointments
- Reporting - ClientGet insights into your caseload
- Reporting - Event/SMSTrack your employees or view a log of sent client SMS/email reminders
- Reporting - FinancialManage your practice's financials through the various financial reports coreplus has on offer
- Reporting - MedicareExtract useful information about your practice to help keep track of Medicare and DVA claims lodged through coreplus
- Practice Performance ReportA powerful report to help understand your business and look for areas for improvement
- Availability reportGet a detailed insight on your practitioners' availability schedules
- Opening text file exports in ExcelA step by step instructions on how to open a text file in excel
- Create a report to see client portal bookingsThe steps to find client portal bookings are outlined in this article
- Uploading files to shared and personal filesAttach files such as training manuals, images or other documents to share with all users, or only yourself
- Data backup on a PCDownload a copy of your data stored in coreplus to your Windows PC
- Data backup on a MacDownload a copy of your data stored in coreplus to your Apple Mac
- Process an Instant Data BackupInitiate an instant data backup of client details.
- Export service typesDownload and export a list of your service types with fees and stock levels
- What to do with your .PST fileImporting your .PST file into an email program