Reports
REPORTS module allows users to track various activities relating to sales, finance, marketing, inventory management, patient flows, and office operations. Different reports provide an overview of a clinic’s sales, conversions, and overall performance.
PREREQUISITES: 'view reports' and 'edit reports' permissions are required to work with Manage reports.
Run default reports
The list of default reports appears under respective categories on the left.
Default reports and report categories cannot be edited or deleted; they can only be copied. Copied reports and categories can be customized by user.
To run an existing report:
1. Open the report category using2. Left click a chosen report3. Verify the preview parameters on the right4. Click SUBMIT
Customize reports
You can use default reports as customizable templates.
Creating custom reports
1. Copy one of the available reports2. Click3. Choose EDIT4. Redesign your report as needed using the right toolbar. In DESIGN MODE the following options are available:
Creating custom report categories
In order to keep your reports organized, you can create additional report categories. To create a new category:
- Use
next to the REPORTS heading
- Click ADD DIRECTORY
Alternatively, you can COPY an existing category using 
next to the category's name and customize it later.
View and print reports
Viewing and printing controls are available for all reports. Each report is paginated which allows users to check and print each page separately or work with the whole report at once.
| First Page | Return to the first page | |
| Previous Page | Return to the previous page | |
| Page Count | Check which report page is shown | |
| Next Page | Go to the next page | |
| Last Page | Go to the last page | |
| Toggle Multipage Mode | Switch between single-page and multiple-page views | |
| Page Size Controls | Adjust the page size with Zoom in (+) or Zoom out (–). Alternatively, click on Page Width to adjust the size. | |
| Send to printer | ||
| Print Page | Print the current page | |
| Export To | Export to a selected format: PDF, XLS, XLSX, RTF, DOCX, MHT, HTML, TEXT, CSV, IMAGE (PNG). | |
| Search | Search in the current report | |
| Full Screen | Switch to the full screen mode |
More about specific reports in our E-learning course
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