Generating and Exporting Statements for Patients, Accounting, Deposits, and Stock

1- Select Reports

2- Select Report Type

The filter can be used to specify the category you want to show

Patient Reports :

1- Appointments report:

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can display the report by "Created By," "Patient and Doctor name and Last Modified By

And You can mark on " show charts "

And Export the report as PDF or Excel.

And Press Back to return to the previous page

2-Patient attendance summary:

1-Choose the date for which you want to generate the report

You can select the doctor's name to view their total appointments.

And Press Back to return to the previous page

3- Treatment Plan report:

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can display the report by Doctor ID, Patient ID, Medical Package Template, or Owner.

And Export the report as PDF or Excel

And Press Back to return to the previous page

4-Attend patients report :

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can display the report by file creator

And Export the report as PDF or Excel

And Press Back to return to the previous page

5- Inactive patients report:

1- Choose an inactive day for which you want to generate the report

Press Generate Report

2- You can display the report by nationality

And Export the report as PDF or Excel

And Press Back to return to the previous page

6-Incomplete Patients files report

Click on "Incomplete Patient Files Report."

1- You can display the report by Patient ID, Creation, Modified By, and Owner.

And Export the report as PDF or Excel

And Press Back to return to the previous page

Second, Accounting Reports

1- Doctor income report:

1- Choose the date for which you want to generate the report

Press Generate Report

2- And Export the report as PDF or Excel

And Press Back to return to the previous page

2- financial center report:

1- Choose the date for which you want to generate the report

Press Generate Report

And Press Back to return to the previous page

3-cash flows report:

1- Choose the date for which you want to generate the report

Press Generate Report

And Press Back to return to the previous page

4- purchase invoice report:

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can mark on " show charts "

3- You can display the report by supplier name

And Export the report as PDF or Excel

And Press Back to return to the previous page

5- purchase invoice trends report:

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can use the filter

And Export the report as PDF or Excel

And Press Back to return to the previous page

6- Tax Report

1- Choose the date for which you want to generate the report

Press Generate Report

2- And Export the report as PDF or Excel

And Press Back to return to the previous page

7- General Ledger

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can mark " show charts "

3- You can use the filter

You can display any of the constraints shown in the image by enabling them

And Export the report as PDF or Excel

And Press Back to return to the previous page

8- income reports:

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can Use filter based on cost center

And Press Back to return to the previous page

9- Account Statement:

1- Select the account you wish to display the report

Choose the date for which you want to generate the report

Then Press Generate Report

2- You can mark on " show charts "

3- you can use the filter and clear filters

And Export the report as PDF or Excel

And Press Back to return to the previous page

10- Customer Ledger Summary :

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can use the filter

And Export the report as PDF or Excel

And Press Back to return to the previous page

11- Trial balance For Party :

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can use the filter

And Export the report as PDF or Excel

And Press Back to return to the previous page

Third, Deposit Reports:

1- Sales Person Reports

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can mark on " show charts "

3- You can display the report by party name, Item name and sales person

And Export the report as PDF or Excel

And Press Back to return to the previous page

2- Sales Invoices Reports

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can mark on " show charts "

You can mark on " Hide returned sales invoices"

You can mark on " Hide Drafted sales invoices"

3- You can display the report by customer name and doctor

And Export the report as PDF or Excel

And Press Back to return to the previous page

3- Sales Invoices trends reports

1- Choose the date for which you want to generate the report

Press Generate Report

2- you can use the filter

And Export the report as PDF or Excel

And Press Back to return to the previous page

4- Payments Reports

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can display the report by patient and sales person

You can mark on " show cancelled payments "

And Export the report as PDF or Excel

And Press Back to return to the previous page

5- Invoice And Payment Report

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can display the report by customer name and sales person

You can mark on " show Invoice and payment cancelled "

And Export the report as PDF or Excel

And Press Back to return to the previous page

6- Sales Tax Report

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can mark on " show charts "

3- You can display the report by customer name and doctor

Select the customer type (Saudi/Non-Saudi)

And Export the report as PDF or Excel

And Press Back to return to the previous page

7- Patient Customer Account Statement

1- Choose the date for which you want to generate the report

Press Generate Report

2- you can use the filter and clear filters

And Export the report as PDF or Excel

And Press Back to return to the previous page

Stocks Reports:

1- Stocks Quantities Report

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can display the report by Item name and warehouse

And Press Back to return to the previous page

2- Stock Ledger Report

1- Choose the date for which you want to generate the report

Press Generate Report

2- You can use filters based on item name or warehouse

And Export the report as PDF or Excel

And Press Back to return to the previous page

3- Suppliers Balances Report

1- Choose the date for which you want to generate the report

Press Generate Report

And Press Back to return to the previous page

4- Supplier Ledger Summary

1- Choose the date for which you want to generate the report

Press Generate Report

2- you can use the filter and clear filters

And Export the report as PDF or Excel

And Press Back to return to the previous page

5- Account Statement

1- Select the account you wish to display the report

Choose the date for which you want to generate the report

Then Press Generate Report

2- You can mark on " show charts "

3- you can use the filter and clear filters

And Export the report as PDF or Excel

And Press Back to return to the previous page

6- Batch Item Expiry Status

1- Choose the date for which you want to generate the report

Press Generate Report

And Press Back to return to the previous page