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 using 

2. Left click a chosen report

3. Verify the preview parameters on the right

4. Click SUBMIT

	Parameters	Filter your data by report date, regions, hubs, spokes, specialist, product type, invoice type etc. Depending on the report type, you will have a different set of filters. NOTE: The date range is always based on the chosen report date. This means the report will process periods (week/month/quarter/year) that include the selected date.   Example: Report date = 22.12.2022 and Period = month. This means the report will show data for December 2022.
	Export Options	Configure export settings (export mode, layout and appearance, etc.)

Customize reports

You can use default reports as customizable templates.

Creating custom reports

1. Copy one of the available reports

2. Click 

3. Choose EDIT

4. Redesign your report as needed using the right toolbar. In DESIGN MODE the following options are available:

	Properties	These settings allow users to modify report data
	Expressions	These settings enable users to adjust the appearance of the report and its elements
	Fields	These settings contain data source queries with the output fields and parameters
	Report explorer	Allows for quick access to report elements

5. Switch from DESIGN to PREVIEW mode to verify your report

6. SAVE

Creating custom report categories

In order to keep your reports organized, you can create additional report categories. To create a new category:

1. Use  next to the REPORTS heading
   
2. 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.
	Print	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

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