Reporting Overview

Accessing Reports

Reports can be access from the Main Navigation menu, under ‘Reports’.

Access Reports via the Main Navigation Menu

Once you are on the reports page, you are presented with an initial option to select either Patient Reports or Financial Reports.  After making that selection you can then choose which dispensary to run reports on.  Once you have selected a dispensary, you can then choose which report to run. Once you have done this, the filtering options for that specific report will appear and allow you to configure your report.

Select the reporting category, dispensary, and then the kind of report you want to run in order for the filter options to appear.

Patient Reports vs Financial Reports

The first selection you need to make on the Reports page is the choice between Patient Reports and Financial Reports.  Patient reports and centered on creating a list of patients that match certain criteria.  Financial Reports are centered around financial data like your sales, purchases, taxes, and inventory.

Adjusting and re-ordering report columns

When you are configuring a report, keep in mind that you have complete control over which columns to display in the report, and in what order.  In some reports, there are dozens of available columns, and you can choose which of those you want to include.

You can re-order columns by dragging and dropping them within the columns area.  You can remove columns by clicking on the ‘x’ next to the column name.  You can add columns by clicking in the column field next to the last column listed – this will open a list of available columns to add to the report.

Columns in reports are configurable. This is an example from the Patient List report.

Saving Custom Reports

Once you have taken the time to configure and customize a report to your liking, you can save that report for future use.  You can do this by typing in the name you want to save the report as in the ‘New Report Name’ field, and then clicking on ‘Save As’.  The next time, you can load your saved report from the ‘Load Saved Report’ drop down at the top left of the report filtering options.

How to save Custom Reports.

Updating or Deleting Custom Reports

If you want to update or delete a saved report, simply select the report from the ‘load a saved report’ drop down at the top left of the report filtering options.  Then, if you want to update the report, make the necessary changed to the filtering options, and click on ‘Update’.  If you want to delete the report, simply click on ‘Delete’.

Updating or deleting a report.

Export To CSV

If you want to export your report, click on the CSV button at the top of the page to produce a CSV file that you can open in Excel.

Print The Report

If you want to print the report, click on the Print button at the top of the page after you have run your report.

Financial reports Permissions Summary update

Invited practitioners now have the ability to run reports on their financials. Previously, an invited practitioner could not run financial reports on a dispensary. With this new update, they will be able to run financial reports on the dispensary specifically with regards to invoices where they are the affiliate.

• Dispensary Owners (the individual who created the dispensary, or the owner of the office that the dispensary is related to) can run full reports on a dispensary.
• Office Admins who have permissions on a dispensary can run full reports on that dispensary without restriction.
• Practitioners subscribed to an Online Dispensary (like Nutrichem Compounding Pharmacy) can run reports related to invoices where they are the affiliate.
• Admins who are subscribed to an Online Dispensary can run reports related to invoices associated with the office they are currently logged into.

In the reports options:

• Admins and Dispensary Owners will have the ability to select the Client Filter option related specifically to clients who have an invoice in the dispensary. The client list is NOT a full list of their patients – it’s a list of patients who are named on invoices. So if a patient has no invoices, they will not be part of the Client Filter list.
• Practitioners will have the ability to select the Client Filter option related specifically to clients who are named on an invoice where they are also named as the affiliate. The Client Filter will not contain the names of all patients in the office, and will not contain all their patients as well. It is specifically related to patients named in their own invoices.
• When Practitioners are running reports on Online Dispensaries, they will not have a Staff Filter option. They can only run reports on their own invoices. Admins will continue to have a Staff Filter option reflecting the staff at the current office they are logged into.

With regards to Financial Report Types:

• Invited practitioners will NOT be able to run any reports related to Purchases or Inventory. They will only have access to Sales, Payment, and Tax Reports related only to invoices where they are named as the affiliate.
• Admins and Dispensary Owners will continue to have access to all report types.