In This Article:
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.
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.
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.
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.
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.
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.
If you want to print the report, click on the Print button at the top of the page after you have run your report.
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.
In the reports options:
With regards to Financial Report Types: