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.

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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.

Configure Report Option

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

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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.

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

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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.

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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.

• 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.

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