SimpleClinic includes a range of reports designed to provide different views of your clinic's financial, practitioner and operational data. Choosing the right report will depend on your clinic structure, what information you need, and how you intend to use the data.


This article outlines recommended reporting practices for common scenarios, including sole practitioners, multi-practitioner clinics, practitioner commissions and other reporting needs. It also covers tips for exporting and working with report data to help you get the information you need.


The suggestions below provide general guidance only. Your accountant or bookkeeper can advise which accounting method and reports are appropriate for your business.


Read this article first for information on: 

  • How to access Reports
  • Printing Reports
  • Exporting Reports and Working with Data 
  • Understanding cash and accrual reporting 
  • Important Information


On this page: 

  • Recommended for all clinics
  • Multi-practitioner clinics
  • Clinics paying practitioner commissions 



Recommended for all clinics 


The below reports are recommended for all clinics. A simple routine may be to review the Current Day Trading Report daily, unpaid invoices weekly, and overall sales and revenue categories monthly.

  • Sales Report – Cash Accounting Method: Review payments received during a selected period and compare income against bank deposits or payment processor settlements. 
  • Sales Report – Accrual Accounting Method: Review the total value of services and products invoiced during the period.
  • Revenue by Item Category: Compare income from different parts of the business, such as consultations, supplements, testing or programs. See this article for how to assign categories for reporting. 
  • Unpaid Invoices Report: Identify clients who still have an outstanding balance.
  • Current Day Trading Report: Check the day’s invoices and payments before finishing or reconciling the day.
  • Invoice Items Cost & Sell Report: Review product costs, sale prices and gross profit where stock items are sold.



Multi-practitioner clinics


Multi-practitioner clinics may need to monitor both overall clinic performance and the activity of individual practitioners. In addition to the reports above, multi pracititoner clinics may also need to use the below reports to break down income by practitioner and / or category. 


These reports may also help clinic owners identify differences in practitioner activity, service mix and revenue contribution. However, revenue should not automatically be treated as practitioner earnings or commission without considering GST, discounts, refunds, product costs and the clinic’s commission agreement. 

  • Revenue by Item Category: Compare revenue from consultations, products, testing and other clinic services. See this article for how to assign categories for reporting. 
  • Invoice Items Cost & Sell Report: Review product profitability and stock margins.
  • Sales Report by Invoice Practitioner Branding: View sales by practitioner or practitioner brand, with a detailed breakdown of individual invoice items.  



Clinics paying practitioner commissions


The most appropriate report will depend on how commissions are calculated.

  • If commission is based on payments received, a cash accounting report will generally be more suitable. This avoids paying commission on invoices that have not yet been paid.
  • If commission is based on services invoiced or delivered, an accrual accounting report may be more appropriate.


Before calculating commissions, confirm how the clinic handles:

  • GST
  • discounts
  • refunds and credits
  • unpaid or partially paid invoices
  • product costs
  • shared appointments
  • invoices created under a different practitioner or brand
  • payments received in a later commission period


Possible reports include:

  • Revenue by Item Category: Show income for each practitioner separated by categories assigned to inventory items. See this article for how to assign categories for reporting. 
  • Sales Report by Invoice Practitioner Branding – Cash Accounting Method: Show income for each practitioner separated by categories assigned to inventory items with a detailed breakdown of individual invoice items.