Accessing Hospital Sales Reports via the Menu

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Opening sales reports via the menu grants access to all available types of sales reports in the system. For details on the types of reports, click here. Alternatively, sales reports can also be opened via the toolbar. Click here for instructions on this method.

When a report is accessed using the instructions in this page, it automatically opens in the system and generates a PDF version stored in a special Windows folder. Click here for more information on this special Windows folder where system generated documents are stored. There is a system setting which allows for the printing out of an excel version of every pdf document generated by the system. For more information on this system setting, click here.

Instructions for opening sales reports via the menu:
1. Navigate to the menu and select "Sales Reports."
2. Choose a report type from the dropdown menu, which will then prompt another dropdown with options for summarised or detailed reports.
3. Fill in relevant inputs on the report information page. Depending on the report type selected, additional inputs such as practice or cashier selectors may be present. Specify a time range for the report.
4. Once all inputs are completed, the print button will become active. Click the print button to generate the report.
5. The report information page will close, and the desired report will open for viewing.