# Daily Collection Optimum The **Daily Collection Optimum** report provides a streamlined view of collections by doctor and item type. It focuses on self-pay, insurance, and outstanding collections, offering both summary and raw data views. *** ### Steps to Generate the Daily Collection Optimum Report * Open the **Daily Collection Optimum** report by navigating to **Home > Reports > Daily Reports > Daily Collection Optimum.** * Optionally, search for a patient using **Patient PIN, Name, Mobile Number,** or **EID Number.** * Set the **From** and **To** date range. * Use the **Users, Clinic,** and **Doctor Name** filters to refine results. * Select **Include Raw Data** for detailed output or **Show Only Invoice Visits** to limit data to invoiced visits. * Click **Search** to generate the report. *** ### Report Structure The generated report consists of two sheets: * The **Doctor-Wise Summary** sheet displays doctor names with collection totals by item type. Includes **sales price, invoice types** (self-pay and insurance), **outstanding collection, advance collection, refund details, total collection,** and **visit counts.** * The **Raw Data** Sheet lists **visit and invoice dates, department, doctor name, patient PIN, patient name, self-pay and insurance invoice numbers**, **insurance details,** and collection breakdowns by **payment mode**. **Refunds** and **outstanding collection** data are also included. 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-optimum.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.