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71. Marketing

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents reports from the Marketing category. Details Within the Standard report tab, you will find the following Marketing reports as shown below: Marketing   Report Description / Function Active Cl...

72. Referrals

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents reports related to the Referrals functionality within Merlin. Details Within the standard Report tab, you will find the following Referral reports as shown below: Referrals Report Description / Funct...

73. Reminders

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents the reports associated with the Reminders module Details Within the Standard report tab, you will find the following Reminders reports as shown below: Reminders Report Description / Function Prod...

74. Payment Reports

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial related reports from the Payments category. Details Within the Standard report tab, you will find the following Payments reports as shown below:  Payments Report Description / Function ...

75. Creating Default Appointment Reasons

    Last Updated: 15/07/2025 in Top Tips
    Creating Default Appointment Reasons To add an appointment reason to Merlin, Navigate to Administration>Appointments>Appointment Reasons. The 'Appointment Reasons' screen will open, from here you can use the filter to show only the 'Appointme...

76. Healthcare

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents healthcare related reports from the Healthcare category in relation to Merlin's in-built Health Care Plan module. Details Within the Standard report tab, you will find the following Healthcare reports as shown below: ...

77. Payment Analysis

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial related reports from the Payment Analysis category. Details Within the Standard report tab, you will find the following Payment Analysis reports as shown below: Payment Analysis Report Desc...

78. Using Standard Reports

    Last Updated: 15/07/2025 in Reporting Standard Reports
    Summary The standard report screen is a hub of reports which are available in multiple formats to be used for analysis, metric reporting and accounting. Details Running a Standard Report Navigate to Reports from the Primary Navigation o...

79. Month End

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial reports in relation to reports from the Month End category. Details Within the Standard report tab, you will find the following Month End reports as shown below: Monthend Report Descriptio...

80. Data Protection

    Last Updated: 27/12/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents stock related reports from the Data Protection category Details Within the Standard report tab, you will find the following Data Protection reports as shown below: Data Protection Report Description ...

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