Management
Reports
Run live reports for any date range, print them or export to Excel (CSV).
- Who uses it
- Managers, records and finance
- Where to find it
- Reports
1Run a report
- 1
Open Reports
Go to “Reports”. Reports are grouped into Clinical (OPD attendance, top diagnoses, admissions and length of stay, bed occupancy, deliveries, immunisation, lab and imaging workload, dispensing, dental, mortuary), Finance (revenue by day and method, charges by category, balances by payer, SHA claims, expenses), Supply (stock valuation and expiry, purchase orders) and Management (provider productivity).
- 2
Choose a report
Click the report you need.
- 3
Pick the dates
Use a preset (Today, Last 7 days, This month, Last 30 days) or choose From and To dates.
- 4
Print or export
Click “Print”, or “CSV” to open it in Excel.
Good to know
- Reports are computed live for the branches you have access to.
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