# Insurance sales The **Insurance Sales** report provides a summary of insurance claims processed for patients within a selected time period. It helps administrative and billing teams track claim statuses, identify rejections, and analyse approval trends across different insurance providers. *** ### Steps to Generate the Insurance Sales Report * Open the **Insurance Sales** report by navigating to **Home > Reports > Insurance Reports> Insurance Sales.** * Set the **From** and **To** date range. * Optionally, use the **Clinic, Doctor, Price Group,** and **Insuranc**e filters to refine results. * Click **Search** to generate the report. *** ### Report Structure The report provides details such as **doctor name, price group, insurance, invoice date, invoice number, claim form number, patient PIN, Patient name, insurance card number, gross amount, discount, net amount, patient share,** and **insurance claim.** 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/insurance-reports/insurance-sales.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.