How do I view transaction records?
All displayed data columns within reports can be customised by clicking on the Cog icon that is next to the column headings. Deselect any columns that you want hidden; or select any columns that you want to display. The column order can also be rearranged by simply dragging the column headings. The format will then be retained for that specific user and report.
- Click on the Reports page on the sidebar
- From the drop-down menu, click Transactions
- Use the various Search Fields (Product, Patient, Doctor, Date etc) to tailor the transaction information
- Use the various filter checkboxes along the top to further filter the transaction information
- (optional) This information can then be Exported if required
Common reports can also be generated by clicking on the Report types button at the bottom. This provides functionality to produce an individual Patient Report, Missed Days Report, Weekly Takeaway Report and QOTP and WA OTP Reports.