# Daily Collection Consolidated The **Daily Collection Consolidated** report provides a complete view of all financial transactions across clinics, users, and doctors for a selected period. It helps analyze consolidated cash inflows by payment mode and offers detailed insight into invoice collections, advances, overdue amounts, and user-wise performance. *** ### Steps to Generate the Daily Collection Consolidated Report * Open the **Daily Collection Consolidated** report by navigating to **Home > Reports > Daily Reports > Daily Collection Consolidated.** * Set the **From** and **To** date range. * Optionally, use the **Clinic**, **Users,** and **Doctor** filters to refine results. * Optionally, search for a patient using **Patient PIN, Name, Mobile Number,** or **EID Number.** * To view also the Zero Collection invoice select **Show Zero Collection** checkbox. * Click **Search** to generate the report. *** ### Report Structure The generated reports consist of 5 sheets * The **Summary** sheet presents the total collection values grouped by **Clinic, User,** and **Doctor**. Collections are categorized by payment methods such as **Cash, Card,** **Cheque, Bank Transfer, Payment Gateway, Amex, Crypto, Selfologi,** and **Tabby,** with a final column showing the **Total** collected. * The **Clinic-level view** shows consolidated totals across all payment modes. * The **User-level** section summarizes collections made by each user. * The **Doctor-level** section categorizes amounts collected under individual doctor names, including records labeled for advance collections. * The **Day-Wise Summary** sheet shows a daily breakdown of the total collection across all payment modes for the reporting period. It mirrors the totals presented in the summary sheet but provides a simplified line-by-line view for each date. * The **Invoice & Overdue Collection Detail** sheet provides transaction-level data, including **Location, Doctor, Receipt Number, Receipt Date, Patient PIN, Patient Name,** and **Invoice Amount.** It details the amount collected by **payment method,** along with **VAT, receipt generator, timestamp** and **Authorization Code.** This sheet enables tracking individual payments and matching them to invoice records for financial auditing or reconciliation purposes. * The **Advance Collection Detail** sheet displays advance payments received from patients. Each entry includes **Location, Patient PIN, Patient Name,** and amounts collected by each payment method. Additional fields include **total paid, created by, created on, last modified by, last modified on, remarks,** and **Authorization Code.** This sheet is helpful in understanding prepaid amounts and their allocation against future services or invoices. * The **Overdue Balance Detail** sheet shows outstanding balances against invoices. It includes **Location, Doctor, Invoice Number, Invoice Date, Patient Details,** and **Invoice Amount.** The sheet further breaks down the amount paid, balance remaining, and invoice creator/modifier details. This section helps monitor overdue accounts and plan recovery actions accordingly. The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/reports/daily-reports/daily-collection-consolidated.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.