Difference between revisions of "Reports"

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Optisoft.NET has a selection of Reports that gives you detailed information about your data. Each module has its own set of Reports as listed below.
 
Optisoft.NET has a selection of Reports that gives you detailed information about your data. Each module has its own set of Reports as listed below.
  
<center>[[image:MainReports.png|border|700px|Reports Module]]</center>
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<center>[[image:ReportsPatientSummary2022.png|border|1020px|Reports Module]]</center>
  
 
=Using the Reports Module=
 
=Using the Reports Module=
When first open the Reports Module you will automatically be presented with the Patient Summary Report.
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When first open the Reports Module you will be asked to select a report from the module buttons in the toolbar.
 
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Additional Reports can be loaded from the Ribbon and are grouped together per module.
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Each Report is presented in its own Tab control, which will list across the top of the screen, so you can load more than one report at once.
 
Each Report is presented in its own Tab control, which will list across the top of the screen, so you can load more than one report at once.
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=Reports=
 
=Reports=
 
==Patient Reports==
 
==Patient Reports==
To view your Patient Reports open the Reports Module, then click on the Patient button in the ribbon. Select the necessary Report and to generate it.
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To view your Patient Reports open the Reports Module, then click on the Patient button in the ribbon. Select the necessary Report to generate it.
  
 
A list of Patient reports can be found using the link below.
 
A list of Patient reports can be found using the link below.
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==Recall Reports==
 
==Recall Reports==
To view your Recall Reports open the Reports Module, then click on the Recall button in the ribbon. Select the necessary Report and to generate it.
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To view your Recall Reports open the Reports Module, then click on the Recall button in the ribbon. Select the necessary Report to generate it.
  
 
A list of Recall reports can be found using the link below.
 
A list of Recall reports can be found using the link below.
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==Appointments Reports==
 
==Appointments Reports==
To view your Appointments Reports open the Reports Module, then click on the Appointments button in the ribbon. Select the necessary Report and to generate it.
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To view your Appointments Reports open the Reports Module, then click on the Appointments button in the ribbon. Select the necessary Report to generate it.
  
 
A list of Appointments reports can be found using the link below.
 
A list of Appointments reports can be found using the link below.
  
 
[[Appointments Reports|Appointments Reports]]
 
[[Appointments Reports|Appointments Reports]]
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==Cash Reports==
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To view your Cash Reports open the Reports Module, then click on the Cash button in the ribbon. Select the necessary Report to generate it.
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A list of Cash reports can be found using the link below.
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[[Cash  Reports|Cash  Reports]]
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==Stock Reports==
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To view your Stock Reports open the Reports Module, then click on the Stock button in the ribbon. Select the necessary Report to generate it.
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A list of Stock reports can be found using the link below.
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[[Stock  Reports|Stock  Reports]]
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==Spectacles Reports==
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To view your Spectacles Reports open the Reports Module, then click on the Spectacles button in the ribbon. Select the necessary Report to generate it.
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A list of Spectacles reports can be found using the link below.
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[[Spectacles Reports|Spectacles  Reports]]
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==Clinical Records Reports==
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To view your Clinical Records Reports open the Reports Module, then click on the Clinical Records button in the ribbon. Select the necessary Report to generate it.
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A list of Clinical Records reports can be found using the link below.
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[[Clinical Records Reports|Clinical Records Reports]]
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==Custom Reports==
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It is possible for us to create custom reports for specific needs. Please ask the Optisoft Support team, for further information
  
  
 
[[Optisoft.NET Help|Home]]
 
[[Optisoft.NET Help|Home]]

Latest revision as of 12:08, 31 May 2023


Overview

Optisoft.NET has a selection of Reports that gives you detailed information about your data. Each module has its own set of Reports as listed below.

Reports Module

Using the Reports Module

When first open the Reports Module you will be asked to select a report from the module buttons in the toolbar.

Each Report is presented in its own Tab control, which will list across the top of the screen, so you can load more than one report at once.

You can easily Print and Export (to Excel or PDF) any report by using the corresponding buttons in the Ribbon.

Reports

Patient Reports

To view your Patient Reports open the Reports Module, then click on the Patient button in the ribbon. Select the necessary Report to generate it.

A list of Patient reports can be found using the link below.

Patient Reports

Recall Reports

To view your Recall Reports open the Reports Module, then click on the Recall button in the ribbon. Select the necessary Report to generate it.

A list of Recall reports can be found using the link below.

Recall Reports

Appointments Reports

To view your Appointments Reports open the Reports Module, then click on the Appointments button in the ribbon. Select the necessary Report to generate it.

A list of Appointments reports can be found using the link below.

Appointments Reports

Cash Reports

To view your Cash Reports open the Reports Module, then click on the Cash button in the ribbon. Select the necessary Report to generate it.

A list of Cash reports can be found using the link below.

Cash Reports

Stock Reports

To view your Stock Reports open the Reports Module, then click on the Stock button in the ribbon. Select the necessary Report to generate it.

A list of Stock reports can be found using the link below.

Stock Reports

Spectacles Reports

To view your Spectacles Reports open the Reports Module, then click on the Spectacles button in the ribbon. Select the necessary Report to generate it.

A list of Spectacles reports can be found using the link below.

Spectacles Reports

Clinical Records Reports

To view your Clinical Records Reports open the Reports Module, then click on the Clinical Records button in the ribbon. Select the necessary Report to generate it.

A list of Clinical Records reports can be found using the link below.

Clinical Records Reports

Custom Reports

It is possible for us to create custom reports for specific needs. Please ask the Optisoft Support team, for further information


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