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Power BI Reports for Cliniko

Cliniko data, turned into dashboards that drive decisions.

Pre-built Power BI templates that surface the revenue, retention, and utilisation insights Cliniko's built-in reports leave behind.

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The problem

Busy doesn't mean profitable.

You know your practice is busy — but is it profitable? Which practitioners are fully utilised? What's your cancellation rate really costing you? Where are patients dropping off? Cliniko tracks everything, but its built-in reports only scratch the surface. Power BI unlocks the full picture.

What's included

The reports we wish Cliniko shipped.

Pre-built dashboard templates

Revenue overview, practitioner performance, patient retention, appointment analytics, and cancellation tracking — ready to go out of the box.

Automatic data refresh

Connect once, and your reports update automatically. Always see the latest numbers without manual exports.

Drill-down analysis

Click into any metric to see the detail. Revenue by practitioner, by service type, by location, by month — slice it however you need.

Benchmarking views

Compare practitioners, locations, or time periods side by side. See who's growing, who needs support, and where the opportunities are.

Custom report builder

Start with our templates, then customise. Add your own measures, filters, and visuals using Power BI's drag-and-drop editor.

Secure connection

Connects directly to Cliniko's API via Power BI's web connector. Your data flows from Cliniko to Power BI — we don't sit in the middle.

How it connects

A Power BI template you own.

Delivered as a Power BI template (.pbit) file. Open it, enter your Cliniko API key, and the reports populate automatically. Requires Power BI Desktop (free) for viewing and editing. Publish to Power BI Service for scheduled refresh and sharing with your team.

Real-world scenarios

Three ways customers actually use it.

01

The practice owner running blind

Finally see whether that new practitioner is covering their costs, which service types generate the most revenue, and what your real rebooking rate is.

02

The multi-location group

Compare performance across sites with a single dashboard. Identify which location needs more marketing, which has capacity, and where to expand next.

03

The accountant or practice manager

Monthly reporting drops from a day of spreadsheet wrangling to opening a dashboard. Board-ready financials in minutes.

Pricing

Coming soon.

Register your interest and be first to know when launch pricing is announced.

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FAQ

Common questions.

Do I need a Power BI license?
Power BI Desktop is free and lets you view and edit all reports locally. To share dashboards with your team or schedule automatic refresh, you'll need Power BI Pro (around $14/user/month from Microsoft).
What reports are included?
The template pack includes a Revenue Dashboard, Practitioner Performance, Patient Retention & Lifecycle, Appointment Analytics (utilisation, cancellations, no-shows), and a Financial Summary.
Can I customise the reports?
Absolutely. The templates are a starting point. Power BI's drag-and-drop editor lets you add measures, change visuals, add filters, or build entirely new report pages on top of the same data model.
How often does the data refresh?
On Power BI Desktop, you refresh manually (one click). On Power BI Service (cloud), you can schedule automatic refresh up to eight times per day.
Is clinical content (treatment notes) included in the data?
No. The reports use appointment metadata, financial data, patient demographics, and practitioner data. Clinical note content is never extracted.

Beyond the templates

Need something more custom?

Our templates cover the common reports. For bespoke dashboards, multi-source models, or AI-powered analytics, our services team can help.

Talk to us about services

Stop exporting CSVs. Start running reports.

Talk to us about your data questions — we'll show you exactly which template answers them.

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