Reports

Customer, stock and sales reports can be generated to evaluate the performance of different aspects of your business and measure key performance indicators. Utilising these reports can be the key to keeping up with important requirements in your business.

View Reports

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. A list of customer, stock and prescriber reports available are shown.
4. Click on the desired report to view it.

Expiring Scripts

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Expiring scripts’.
4. A list of scripts which the system recognises as expiring and likely to require a repeat are displayed with contact information.
5. Scripts are grouped by the day they expire.
   • The system flags expiring scripts where a customer has a script with repeats left, where the last repeat was dispensed at least 8 months prior to expiry.
6. Click ‘View Script’ to view the script and action.

Owing prescriptions

Review dispense records marked as owing.

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Owing scripts’ to open ‘Owing Prescriptions’.
4. Use the date range and ‘More Filters’ to narrow the list.
5. Click ‘View Script’ to open a dispense record.

Printing owing notices

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Owing scripts’ to open ‘Owing Prescriptions’.
4. Choose the scope: tick records and click ‘Print Selected’, or click ‘Print Matching Results’ for all records matching the report filters, including those not yet loaded on screen.
5. In ‘Print Owing Notices’, check the ‘Dispense Date Range’ for matching results. Selected records use your selection instead of the date filter.
6. Choose ‘Group By’ ‘Patient’ or ‘Prescriber’. When grouping by prescriber, choose whether to use ‘One Page Per Patient’.
7. Check the preview and included-record count. Each PDF supports up to 500 dispense records; narrow the selection or date range if needed.
8. Choose ‘Download’ to save the PDF, or select ‘Printer’, ‘Paper Type’ and ‘Copies’, then click ‘Print’.

Failed SMS

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Text messages’.
4. Click ‘Failed’ in the status filters below the search bar.
5. A list of all failed SMS attempts are shown including customer details, date sent and any recognised reason for failure.

Dashboard

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Dashboard’.
4. A range of analytics are shown in the dashboard including the ‘Scripts Per Week’, ‘Average Time to Weigh’ and ‘Average Weigh Times Per Ingredient’.

Discarded ingredients

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Discarded stock’.
4. A list of ingredients which have been discarded in the selected time period are displayed including the date, quantity, reason, user and cost.
5. Click on the name of the ingredient to see the batch details for the ingredient which was discarded.
6. The date range can be adjusted by typing the desired date or using the calendar under ‘From’ and ‘To’.
7. An Excel document of the list can be exported by clicking on the ‘Export’ button.

Ingredient Value

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Stock value’.
4. A list of ingredients which have stock on hand are shown with their corresponding ingredient cost.
5. Click on the name of the ingredient to see the ingredient details.
6. An Excel document of the list can be exported by clicking on the ‘Export’ button.

Sales by formulation

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Sales by formulation’.
4. A list of your formulations is shown with the corresponding number of scripts dispensed using the formulation and total price of all scripts.
5. The date range can be adjusted by clicking on the date buttons and typing the desired date, using the calendar or selected a pre-defined range.
6. Click on the name of the formulation to see a report of your top prescribers by formulation.
   1. The report compares prescribers which have prescribed a script with the selected formulation between the selected date ranges.
   2. The date range can be adjusted by typing the desired date or using the calendar under ‘From’ and ‘To’.
   3. Click on the prescriber's name to see their details.
7. An Excel document can be exported by clicking on the ‘Export’ button.

Scripts-per-day

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Scripts per day’.
4. A graph of the number of scripts on each day in the date range is shown compared to a selected date period.
   1. Hovering over the graph displays each recorded data point.
5. A dashboard of the 'Total sales', Average script price', 'Average scripts per day', and 'Average cost of goods' is shown.
6. The date range can be adjusted by clicking on the date buttons and typing the desired date, using the calendar or selected a pre-defined range.
7. A record of each day in the date range is shown with the total number of scripts, total price, gross profit and gross profit margin for each day.
   1. A total value of each column is shown at the bottom of the table.
8. Click on any day to see a list of scripts dispensed on the day.
9. An Excel document can be exported by clicking on the ‘Export’ button.
   1. The report shows extra details such as the total cost (ingredient or batch cost) and device cost.

Top Prescribers

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Top prescribers’.
4. A list of prescribers is displayed for the selected time period and is ordered based on the total price of scripts. The total number of scripts is also shown.
5. The date range can be adjusted by typing the desired date or using the calendar under ‘From’ and ‘To’.
6. An Excel document of the list can be exported by clicking on the ‘Export’ button.

Order sales per day

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Orders per day’ to open ‘Order sales per day’.
4. Set the report date range, comparison range and any ‘More Filters’ you need.
5. Review the graph, totals and daily rows. Click ‘Download Combined PDF’ to export the selected report range, or use a daily row's PDF download action for that day.
6. Alternatively, use ‘Export’ for Excel, CSV or PDF. Exported results use the report filters. Allow the PDF to open in a new tab when your browser prompts you.

Sales by retail product

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Advanced’, select the ‘insights Reports’ link.
3. Select ‘Sales by product’ to open the retail-product report, titled ‘Sales by Product’.
4. Set the date range and click ‘More Filters’.
5. Under ‘Stock Tagged With’, select ‘Stock Has Tag’ or ‘Stock Not Tagged With’ to include or exclude products by their stock tags.
6. Review quantities, order counts, sales, gross profit and margin, then use ‘Export’ for Excel or CSV. The export uses the same date range and tag filters.

Exporting stock lists

Use a stock-list export to download catalogue and inventory details. The desktop lists for ‘Devices & Consumables’, ‘Retail Products’, and ‘Drugs & Batch Stock’ support selecting records and choosing export columns.

1. Click ‘More keyboard_arrow_down’ in the top navigation bar to open the drop-down menu.
2. In the drop-down menu, under ‘Stock’, select the list to export:
   • ‘sanitizer Devices & Consumables’.
   • ‘shopping_bag Retail Products’.
   • ‘storefront Batch Stock’ or ‘storefront Drugs & Batch Stock’, depending on the features enabled in your workspace.
3. Apply the search and filters, then tick the records you want. The header checkbox selects loaded records. To include the whole filtered result, click ‘Select all records that match current filters’ in the selection banner.
4. Open ‘More actions’ and select ‘file_download Export Records’.
5. Choose the fields to include. Use the field search to find a column, or ‘Export Templates’ to reuse a saved set of columns.
6. Use ‘Export’ to download Excel (.xlsx) or CSV (.csv).