# Daily collection - Summary The **Daily Collection-Summary** report provides a summarized view of total financial collections at the clinic level over a specified period. It includes total amounts collected via different payment methods for invoices, advances, previous dues, and refunds, along with a summary of patient visits. *** ### Steps to Generate the Daily Collection Summary Report * Open the **Daily Collection-Summary** report by navigating to **Home > Reports > Daily Reports > Daily Collection-Summary.** * Set the **From** and **To** date range. * Optionally, use the **Users**, **Clinic**, **Department** and **Doctor Name** filters to refine results. * Click **Search** to generate the report. *** ### Report Structure The report contains a summary table showing total collections across different payment modes, including **cash, card, cheque, bank transfer, payment gateway,** and **others.** Key financial categories captured in the report include **invoice totals, previous due collections, advance payments, refunds,** and **credit refunds.** Each of these is displayed with corresponding values across payment methods. The net collection reflects the total revenue collected after adjusting for **refunds**, and **credit refunds**. At the bottom of the report, the total number of patient visits is summarized. **Visit types** are grouped into new visits, revisits, and follow-up visits, with a grand total reflecting the overall patient volume for the selected period. 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-summary.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.