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reports:transactions [2022/02/10 15:15] – [Type of report] Gary Willetts | reports:transactions [2023/05/10 08:27] – [Type of report] Gary Willetts | ||
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| Each invoice grouped by date | As above, but totals given for each day. | {{ : | | Each invoice grouped by date | As above, but totals given for each day. | {{ : | ||
| Each invoice line by item | Lists each batch supplied or received, and the transactions for that item. This report can be very long | {{ : | | Each invoice line by item | Lists each batch supplied or received, and the transactions for that item. This report can be very long | {{ : | ||
+ | | Invoice line with donor | As above, but including the ' | ||
| Each invoice showing profit | The cost and selling price totals for each invoice are displayed. | {{ : | | Each invoice showing profit | The cost and selling price totals for each invoice are displayed. | {{ : | ||
| Each invoice line grouped by item department then item | The invoice lines are grouped by item department assigned to each item. Each item department is then sorted in alphabetical order. Includes batch information. | {{ : | | Each invoice line grouped by item department then item | The invoice lines are grouped by item department assigned to each item. Each item department is then sorted in alphabetical order. Includes batch information. | {{ : | ||
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| Prescriber report | This report allows you to view the total value, mean item value and item count for prescriptions dispensed for each prescriber | {{ : | | Prescriber report | This report allows you to view the total value, mean item value and item count for prescriptions dispensed for each prescriber | {{ : | ||
| Dispensing with patient name and prescriber | This report shows who dispensed what to which patients with which directions | {{ : | | Dispensing with patient name and prescriber | This report shows who dispensed what to which patients with which directions | {{ : | ||
+ | | Historic prices - Volume weight average price | This report produces a [[https:// | ||
| Cross tab: items in rows, names in columns, quantity in cells | These reports are like Excel pivot tables. Warning: they can be slow to produce if you have a lot of data. Start with small date ranges until you are comfortable your machine can handle the load. Note that reports that produce a lot of columns won't print well - it is better to export them to a spreadsheet and print from there. | {{ : | | Cross tab: items in rows, names in columns, quantity in cells | These reports are like Excel pivot tables. Warning: they can be slow to produce if you have a lot of data. Start with small date ranges until you are comfortable your machine can handle the load. Note that reports that produce a lot of columns won't print well - it is better to export them to a spreadsheet and print from there. | {{ : | ||
| Cross tab: items in rows, names in columns, value in cells | See above | {{ : | | Cross tab: items in rows, names in columns, value in cells | See above | {{ : | ||
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| Customer trans line report 1 | | {{ : | | Customer trans line report 1 | | {{ : | ||
| Customer trans line report 2 | | {{ : | | Customer trans line report 2 | | {{ : | ||
+ | | Received vs. sent | Shows the difference between stock issues from a supplier and stock receipts for the same lines at the customer. If you choose //Purchases from suppliers// as the **Transaction type** then the report will run over supplier invoices and show differences between what the current store was sent from the supplying store (on customer invoices) and what the current store received on the corresponding supplier invoices. If you choose //Sales to customers// as the **Transaction type** then the report will run over customer invoices and show differences between what was sent from the current store (on customer invoices) and what was received on the corresponding supplier invoices in the receiving store. **WARNING** any non stock-transfer transactions included in the report (if you select //Normal transactions// | ||
| Months to expiry | | {{ : | | Months to expiry | | {{ : | ||
| Order processing time | If you are filling out the order written date and order received date for incoming customer orders, then this report will show you how long it is taking for orders to reach the store, and how long it is taking to process orders from receipt to order entry and to order dispatch | | | | Order processing time | If you are filling out the order written date and order received date for incoming customer orders, then this report will show you how long it is taking for orders to reach the store, and how long it is taking to process orders from receipt to order entry and to order dispatch | | | ||
- | | Historic prices | + | | Historic prices - Volume weighted average price | Calculates the [[https:// |
=== Transaction type === | === Transaction type === | ||
In the first drop down list, you can choose to report on: | In the first drop down list, you can choose to report on: |