# Reports FAQs

#### 1. How can I view the "How did you hear about us" information of the patients in reports?

The **"How did you hear about us"** information is available in the **Patient Register Report**. To view follow these steps:

* Open the  **Patient Register Report** by navigating to **Home > Reports > Operational Reports > Patient Register Report.**
* To generate the report for a specific patient, search using the **Patient PIN, Name, Mobile Number,** or **EID Number.**
* Set the **From** and **To** date range.
* Use the **Clinic Name** filter to restrict by clinic.
* To include all registered patients, check the **All Registered Patients** box.
* Select either the **Registered Date** or **Visit Date** radio button to choose the report mode.
* Click **Search** to generate the report. 

In the **Detail** sheet, a dedicated column labeled **"How did you hear about us"** will be included in the results.

#### 2. How do I remove access to a specific report for a user?

Only an admin or authorized staff member can update the menu mapping settings:

* Open the **Menu Mapping (Home > Admin > User Setup > Menu Mapping)** screen.
* Select a **role** from the **Role** list to update access for all users with that role, or select a specific **user** from the **User** list.
* Locate and expand the **Reports** section.
* Clear the checkbox next to the report you want to restrict.
* Select **Save** to apply the changes. The selected report will no longer be accessible to the user or role.

#### 3. How do I view the package details in the report?

Only an admin or authorized staff member has the access rights to view the reports.

Follow the steps to view the package details:

* Open the **Package Report** screen by navigating to **Home > Reports > Daily Reports > Package Report.**
* Select the **Date Range** and click the **SEARCH** button to view the results.

#### 4. How can I generate insurance sales reports categorized by branch or department?

Only admin or authorized staff member has access rights to view the reports.

Follow these steps to generate a insurance sales report.

* Open the **Insurance Wise Revenue** screen by navigating to **Home > Reports > Insurance Reports > Insurance Wise Revenue.**
* Select the **Date Range, Clinic, Doctor, Price Group, Insurance** and click the **SEARCH** button to view the results.

#### 5. How can I generate a sales report for all insurance patients?

Only an admin or authorized staff member has access rights to view the reports.

Follow these steps to generate a sales report for all insurance patients.

* Open the **Insurance Wise Revenue** by navigating to **Home > Reports > Insurance Reports > Insurance Wise Revenue.**
* Select the **Date Range** and click the **SEARCH** button to view the results.

#### 6. Why is the payment made via bank transfer showing as overdue in the Daily Collection Extensive report?

For **bank transfer payments**, the payment status must be updated in the **Banking Process** screen. Once updated, the payment status will reflect correctly in the system.

To update the payment status, follow these steps:

* Open the **Banking Process** screen by navigating to **Home > Account > Banking Process**.
* Select the **Date Range** using the date pickers and click **Search**.
* Find the patient in the list and tick the checkbox under the **Remarks** column.
* Once selected, the following fields will become active:
  * **Deposit Bank**: Choose the bank name.
  * **Payment Cleared Date**: Select the cleared date.
  * **Payment Status**: Change from **Pending** to **Cleared**.
* Click **SAVE** to apply the changes.

#### 7. How to generate report for the patients aged upto 1 - 16 ?

Only an admin or authorized staff can view the patient details in the application through the **Patient Register Report** screen 

To generate the report, please follow these steps:

* Open the **Patient Register Report** screen by navigating to **Home > Reports > Operational Reports > Patient Register Report**.
* Use the **date picker** to select the desired **From** and **To** dates. If multiple clinics are available, select the appropriate clinic from the **Clinic** dropdown menu.
* Select the **All Registered Patients** checkbox, then click the **SEARCH** button to display the patient records.
* Once the results are displayed in the table, click the **SAVE** icon and choose the **Excel** format to download the report.
* Open the downloaded Excel file and use the **filter options** to find patients within the specific age group (e.g., 1 to 16 years).

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