Accessing Hospital Sales Reports via the Menu

Accessing Hospital Sales reports is granted to authorised employees by the Hospital Administrator through the Employee Roles Page.

Interpreting a sales report relies on understanding its sections. Click here for a breakdown of the different sections of a sales report.

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. Position your cursor over the menu, which is situated at the top of the homepage, and click the Sales Reports item in the top-level menu. This action will reveal a dropdown menu, which lists the different types of sales report types available in the system. For details on the types of sales reports, click here.
   
2. Click the appropriate report type from the sales report type dropdown menu. This will reveal another dropdown with two (2) options : detailed or summarised. If you are not familiar with the difference between these types of reports, click here. Once you have chosen between the detailed and summarised options, the report information page opens.
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.