# Generate Doctor / Patient -Wise Sale Report

**YouTube:** [How to Generate Doctor / Patient -Wise Sale Report?](https://www.youtube.com/watch?v=b8uK4VuEmo0)

## How to Generate Doctor / Patient -Wise Sale Report?

In this tutorial, we will configure the **Doctor-Patient Wise Sales Report** in Logic ERP.

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### **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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FH41JwYhh24MnT2OLMU4n%2FConfiguration%20Name.png?alt=media&#x26;token=aa5d0d84-b93d-4de8-b660-dbbb75e4e10a" alt=""><figcaption></figcaption></figure>

### **Configure Report Option**

* In the **Print Options** section, go to **Totals** and enable the **Grand Total** option.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FBk3ANslarstIQQw3vNwk%2Fprint%20Options%20-%20Grand%20Totals.png?alt=media&#x26;token=6794f720-2c90-44a0-b98f-7efe69531e7b" alt=""><figcaption></figcaption></figure>

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### **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**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FosCwJyR3PDUU30GUbVw8%2FOther%20Options.png?alt=media&#x26;token=ab27a750-bfb5-438f-a34b-51696ec8e37f" alt=""><figcaption></figcaption></figure>

* You can also define a **Default Series** so that only bills from that specific series are displayed in the report.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FQvczI49aEGxSXR2wqjuJ%2FBill%20Series.png?alt=media&#x26;token=239c6049-c60c-4532-9649-72d25378975e" alt=""><figcaption></figcaption></figure>

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### **Save Configuration & View Report**

* Save the configuration and select it from the **Available Configurations** list.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FdL6Li3Gh9xPr6n6qPUYv%2FCreated%20Report.png?alt=media&#x26;token=6acd62be-60a8-412e-a7c9-4dbc8408fdc0" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FKhayndrplJQv1THCpz53%2FWO%20Att.png?alt=media&#x26;token=afca31e1-8e6b-4a22-9595-d39ca297d014" alt=""><figcaption></figcaption></figure>

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### **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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FzocePdNRXkR58YDAMjwj%2FSet%20Col%20Att.png?alt=media&#x26;token=ffc6eef8-6e1d-4571-9a24-1f2e64c91968" alt=""><figcaption></figcaption></figure>

* After making changes, save the configuration.

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### **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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F7DkWrlFHH2nCE8upRZyk%2FFinal%20Attribute.png?alt=media&#x26;token=bcae13c7-9020-400b-bea8-3d5e10288899" alt=""><figcaption></figcaption></figure>

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**You have successfully configured the Doctor-Patient Wise Sales Report in Logic ERP.**
