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