Accessing Hospital Sales Reports via the Toolbar
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Accessing sales reports through the toolbar offers the fastest route, particularly convenient for cashiers. However, it's worth noting that this method exclusively grants access to the Comprehensive sales reports. An alternative approach is accessing sales reports via the menu, which offers access to all available types of sales reports. For detailed instructions on accessing sales reports via the menu, click here.
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Instructions for opening sales reports via the menutoolbar :
Using the Quick Time Range Selector : The Quick Time Range Selector is a
dropdowntool menu,designed for swiftly choosing a specific time range. It provides a list of pre-set time ranges and an option for selecting a custom time range. By default, the only pre-set time range is 'Today', which
listscovers the
differententire typesday offrom sales00:00hrs reportto types23:59hrs. availableIf you wish to select a custom time range, click on 'Custom', which will lead you to the 'Time Range Selection' page. If you have a specific time range that you frequently use and would like it to be included in this list, please inform our technical support team.
Selecting a Custom Time Range : Skip this instruction if you selected a pre-set time range in the
system.Quick ForTime detailsRange onSelector. theThe typesTime of sales reports, click here.
Select the relevant sales report type from the dropdown menu. This action will reveal another dropdown menu with two options: Detailed or Summarised. After selecting either the detailed or summarised option, the Report ParameterRange Selection
Pagepage willallows open.you Fillto in relevant inputs on the Report Parameter Selection Page. Depending on the report type selected, additional inputs such as practice or cashier selectors may be present. Specifyspecify a
unique time range for the
salesreport. report.This Onceinvolves allselecting inputsa arestart completed,time (referred to as 'From Time') and an end time (referred to as 'To Time'). To select the
Print'From Time', click on the corresponding input field and a date-time selector will appear. Choose the desired date and time. Repeat the process for the 'To Time'. After both times have been selected, click the Next Toolbar Button
will become active. Clickat the
Printbottom Toolbarof Buttonthe page.
Choosing the Report Type : Once a time range has been specified, the next step is to
generateselect the
salestype report.of report you wish to generate. Two options are available: 'Comprehensive Detailed Report' and 'Comprehensive Summarised Report'. These options will be presented in a prompt window from which you can make your selection.
The Report Parameter Selection Page will close, andViewing the desiredReport : After the report type has been selected, the report will
openbe generated and displayed for
viewing.your {{@61#bkmrk_sales_rep_understand_sections}}review.
IfUpon opening of the
chosen report type is comprehensive, upon opening the Sales Report,report, additional related reports are automatically opened. For the Comprehensive Detailed Sales Report, the following reports are opened : 1)
Detailed Statement of Cash Flows. For the Comprehensive Summarized Report, the following reports are opened : 1)
Summarized Statement of Cash Flows, 2)
Statement of Changes.