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Reports
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Reports
6 ARTICLES
Reports
Choose the right figures, date range, and scope.
Run reports
Choose the right report
Start with the question you need the report to answer.
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Set dates and reporting scope
Keep branches and time periods consistent.
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Export and retain reports
Keep approved report output with its context.
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Report types
Financial reports
Review sales, payments, and outstanding amounts.
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Clinical and patient reports
Review visit and patient activity in context.
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Inventory reports
Use stock reports to spot movement and count issues.
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