Analytics (settings)

Standard analytics preferences and reporting configuration — separate from the Advanced Analytics add-on.

Analytics settings CliniForm
Default range Last 30 days
Export CSV enabled
Include cancelled appointments — Off
Show practitioner breakdown — On
Illustrated preview of Analytics settings.

Walkthrough

  1. Go to Analytics under Settings in the left menu.
  2. Configure which metrics appear on internal reports.
  3. Set default date ranges and export preferences.
  4. For deep dashboards and KPI strips, install Advanced Analytics from Pro Apps.

Tips

  • Advanced Analytics adds revenue, team and treatment dashboards — see its Help article too.

Related guides

Practice settings Branding, team, reminders, client portal and AI preferences for your organisation. Pro Apps Browse, purchase and enable add-ons — Booking, POS, SMS, Client Messaging, Analytics and more — then manage your WellNear page from the same practice. Practice Evolution Track your practice maturity, complete setup tasks and unlock recommended next steps. Client portal Let clients view appointments, complete forms, read aftercare and message you from a secure login.