Start with what you want to know.
| Clinic questions | Data used for checking | Things to look at |
|---|---|---|
| How much money has been received during this period? | Income and payment channels | Date of receipt of money, canceled item, and money received first. |
| What do you sell and how much do you receive from sales? | View of sales list and paid sales. | The bill value base and the payment amount base are different values. |
| Any customer still has a balance to follow? | Unpaid items | Bill, customer, status, and active balance. |
| What job does the team's balance come from? | Sales attribution, Doctor Fee, Assistant Fee | Related people Receiving payment or using services and compensation rules |
| Which items need to be replenished or are about to expire? | Stock, criteria notification list, and lots | Branch, remaining amount, expiration date and movement. |
| How much do you still have to pay the seller and are the costs covered? | Purchasing, expenses, and cost overview | Total creditors, payment history, and items with missing costs. |
| What channels do customers come from and how do they use the service? | Customer information, recorded source and service list | Completeness of data Recording source and date of service |
Totals can be different when asked about different things.
| Selected base | Date or scope to be inspected. |
|---|---|
| Value of sales items according to bill. | Date of sale/bill and conditions of that view. |
| Sales that have been paid. | Payment events linked to sales transactions in the selected period. |
| Money received | The date of receipt of the money and type of receipt reported include |
| Use of services and compensation from services | Date of service and related persons as reported. |
| Stock remaining/rights/outstanding balance | Remaining status and conditions of viewed pages. |
For example, a deposit received today may be money received today. But it is not yet sales that are paid from the course list. As for using Wallet that has already been added, it helps pay the bill without having to have money come in again.
Open the item that is the source of the balance.
Filter time period, branch, person, category, or status based on the report used. Then open the supported details to find the amount changed from which item. When there are discrepancies, check the base, date, canceled item, and information that cannot yet identify the person involved before concluding that it is an error.
Export work with supported formats.
The money receiving work has data exported for checking income. Incentive work has separate Sales, Doctor Fee, and Assistant Fee items that can be exported, and customer data has an export format for further use in checking or preparing data.
File types and fields depend on the page used and permissions. It should not be assumed that every graph or report page is equally exportable. After exporting, keep the time period, branch, and number base for comparison.
How to use it every day?
Select question:
Specify whether you want to check money, sales, team, stock, or expenses.
Set the base and filter:
Select the correct time period, branch, and view before comparing balances.
Open details:
Check the origin and status items that explain the differences.
Forward TODO:
Export supported types or assign someone to check the list. with information on the scope of use
Frequently asked questions
Why are sales, money received, and billing amounts not the same?
Use different bases and events. Bills may be sold on different days from the day they are received. There were many receptions. or using money received in advance, such as Wallet and deposits, check the definition of views and dates before comparing.
Can all report pages be exported?
Only supported pages can be exported, such as receiving work, incentive lists, and customer information. File types and fields vary by task and permissions.
How to use branch comparison reports?
Select eligible branches. same time and the same number base as before Then open the details by branch to see the items that cause the total difference.
Can customer source data tell advertising returns at all?
This is channel information that the team records in a file. Can be used to view the source. However, there are no advertising fees or cross-platform linkages to use in lieu of automatic advertising returns.
How is Report different from BI?
Report helps check items and totals according to work questions, while BI helps compare trends, composition, and customer groups. To choose what should be checked or planned further Both parts should be read with matching databases.