coreplus

Diana Younan

Lachlan Cox

Explore your coreplus data for insights into your business or back up your files

Reports and Data Management

Extract useful and actionable information on clients and appointments at your practice

Reporting - Calendar

Run the appointment cancellation report to get greater insights into why clients are choosing to cancel their appointments

Reporting - Calendar - Cancellation

Reporting - Client

Track your employees or view a log of sent client SMS/email reminders

Reporting - Event/SMS

​Manage your practice's financials through the various financial reports coreplus has on offer

Reporting - Financial

Extract useful information about your practice to help keep track of Medicare and DVA claims lodged through coreplus

Reporting - Medicare

A powerful report to help understand your business and look for areas for improvement

Practice Performance Report

Get a detailed insight on your practitioners' availability schedules

Availability report

A step by step instructions on how to open a text file in excel

Opening text file exports in Excel

Reports

Attach files such as training manuals, images or other documents to share with all users, or only yourself

Uploading files to shared and personal files

Download a copy of your data stored in coreplus to your Windows PC

Data backup on a PC

Download a copy of your data stored in coreplus to your Apple Mac

Data backup on a Mac

Initiate an instant data backup of client details.

Process an Instant Data Backup

Download and export a list of your service types with fees and stock levels

Export service types

Importing your .PST file into an email program

What to do with your .PST file

Managing your data

FAQs about Reports and Data Management

Wade Bradshaw

FAQs

coreplus.com.au

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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