Generate Doctor / Patient -Wise Sale Report
YouTube: How to Generate Doctor / Patient -Wise Sale Report?
How to Generate Doctor / Patient -Wise Sale Report?
In this tutorial, we will configure the Doctor-Patient Wise Sales Report in Logic ERP.
Access the Sales Register Report
Navigate to the Reports/Queries section.
Open the Sale Registers menu and select Sale Register – Doctor Patient Report.
Click on Configuration to create a new report and assign a suitable configuration name.
Configure Report Option
In the Print Options section, go to Totals and enable the Grand Total option.
Configure Doctor/Patient Filter Option
In the Other Options tab, choose the desired Report Consolidation type.
Set Item Consolidation to Item Order Wise.
In the Item Order field, select Item Name.
Under the Doctor Patient Filter, specify whether you want to generate the report Doctor Wise or Patient Wise.
You can also define a Default Series so that only bills from that specific series are displayed in the report.
Save Configuration & View Report
Save the configuration and select it from the Available Configurations list.
Once all settings are configured, save the configuration.
Click on Create to generate the report.
The generated report displays a detailed Doctor Wise or Patient Wise sales summary within the specified date range.
Customize Report Columns
By default, all columns are displayed.
To customize, go to Setup Column Attributes.
Unselect all columns first, then select only the required ones for your report.
You can also rearrange column order using the arrow keys.
After making changes, save the configuration.
View the Final Report
Press F2 to refresh the report.
The report now displays the Doctor or Patient Wise Sales Summary as per the configured settings.
You have successfully configured the Doctor-Patient Wise Sales Report in Logic ERP.
Last updated