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| reports:transactions [2024/07/26 15:08] – [Exclude transfers from calculations] Gary Willetts | reports:transactions [2025/04/07 00:59] (current) – [Type of report] Mark Glover |
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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 | {{ :reports:prescriber_report.pdf |Sample}} | | | Prescriber report | This report allows you to view the total value, mean item value and item count for prescriptions dispensed for each prescriber | {{ :reports:prescriber_report.pdf |Sample}} | |
| | Dispensing with patient name and prescriber | This report shows who dispensed what to which patients with which directions | {{ :reports:dispensing_patient_and_prescriber_name_report.xlsx |Sample}} | | | Dispensing with patient name and prescriber | This report shows who dispensed what to which patients with which directions | {{ :reports:dispensing_patient_and_prescriber_name_report.xlsx |Sample}} | |
| | Historic prices - Volume weight average price | This report produces a [[https://en.wikipedia.org/wiki/Volume-weighted_average_price|volume weighted average price]] for all transactions within the specified time period, for items that are [[items:item_basics:tab_misc#price_list|On the price list]] in the store that you are logged in to.\\ Transactions that have have no transactions or a Cost price of ''0'' are ignored.\\ Calculations are done on the basis of the Catalogue pack size (often be the same as the [[items:item_basics:tab_storage#default_section|Preferred pack size]]). That is, transactions that are not in the Catalogue pack size will have their calculation adjusted accordingly. | | | | Historic prices - Volume weighted average price | This report produces a [[https://en.wikipedia.org/wiki/Volume-weighted_average_price|volume weighted average price]] for all transactions within the specified time period, for items that are [[items:item_basics:tab_misc#price_list|On the price list]] in the store that you are logged in to.\\ Transactions that have have no transactions or a Cost price of ''0'' are ignored.\\ Calculations are done on the basis of the [[items:item_basics:tab_misc#price_list|Price list Catalogue pack size]]. (This is normally the same as the [[items:item_basics:tab_storage#default_section|Preferred pack size]], but not always!) Transactions that are not in the [[items:item_basics:tab_misc#price_list|Price list Catalogue pack size]] will have their calculation adjusted accordingly. Items affected by this will have an asterisk (''*'') appended to the Item Description in the report.| | |
| | 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. | {{ :reports:cross_tab_items_in_rows_names_in_columns_quan_in_cells.xlsx |Sample}} | | | 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. | {{ :reports:cross_tab_items_in_rows_names_in_columns_quan_in_cells.xlsx |Sample}} | |
| | Cross tab: items in rows, names in columns, value in cells | See above | {{ :reports:cross_tab_items_in_rows_names_in_columns_value_in_cells.xlsx |Sample}} | | | Cross tab: items in rows, names in columns, value in cells | See above | {{ :reports:cross_tab_items_in_rows_names_in_columns_value_in_cells.xlsx |Sample}} | |
| === Include nw or sg status transactions === | === Include nw or sg status transactions === |
| By default only confirmed ('cn') or finalised ('fn') status transactions (i.e. those that have affected stock) will be included in transaction reports. If you want to also include new ('nw') or suggested ('sg') status transactions in your report (i.e. those that have not affected stock yet) then check the **Include nw or sg status transactions** checkbox. | By default only confirmed ('cn') or finalised ('fn') status transactions (i.e. those that have affected stock) will be included in transaction reports. If you want to also include new ('nw') or suggested ('sg') status transactions in your report (i.e. those that have not affected stock yet) then check the **Include nw or sg status transactions** checkbox. |
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| | Note that, for confirmed and finalised transactions, the confirmed date is used to compare with the date filter to decide whether it is included in the report or not. New and suggested transactions do not have a confirmed date so the entered date is used instead to compare against the date filter. |
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