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| reports:transactions [2025/04/07 00:57] – [Type of report] Mark Glover | 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 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.| | | | 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}} | |