Kaunsi cheez kis hub me: aaj ka hisaab (D.A.R.T., Practice Summary, Daily Activity) → Daily Snapshot. P&L Statement, Cash Flow, Day Book, Mode-wise, GST Report, Sales & Returns, Receipts & Refunds, Expenses & Payments → Money. Receivables, AR Ageing, Payables, Insurance Claims → Receivables & Payables. Naye patient, Birthdays, Never Visited, Source Attribution, Risk Scores → Patient Intelligence. By Scheduled, No-Show Rate, Cancel by Reason, Slot Utilization Heat, Chair Revenue → Operations. Treatments Done, Open Treatments, Treatment Mix, Prescriptions, Pain Trends, Drug Allergies → Clinical. Stock Levels, Expiry Alert, Reorder, Lab TAT, Lab Vendors, Lab Bills → Inventory & Lab. Doctor Productivity, Specialist Fees, Attendance Summary, Late Comers, Leave Balance, Training Compliance → Staff & Doctors (poora hub sirf owner / admin). SOP Compliance, Sterilization, Adverse Events, BMW Disposal, Audit Prep ✅ → NABH / Compliance. WhatsApp Delivery, Call Log Summary, Marketing ROI, Lead Funnel → Growth & Communication. Money hub ki reports (Day Book chhod kar) aur Payables / Insurance Claims sirf owner / admin ko khulti hain. Date wali report me From / To (default pichhle 30 din) aur "🔄 Refresh"; data aane par "🖨 Print", "📄 PDF", "📊 Excel". Mobile: Insights → Reports, wahi hubs chhote naam se (jaise "📦 Inv & Lab").
Reports me kaunsi report kahan milegi?
Insights → Reports → All Reports kholo. Upar hub buttons hain: "Daily Snapshot", "Money", "Receivables & Payables", "Patient Intelligence", "Operations", "Clinical", "Inventory & Lab", "Staff & Doctors", "NABH / Compliance", "Growth & Communication", "Books / Accounting". Hub dabao, neeche uski report chips aati hain; chip chunte hi report load ho jaati hai.
Where in ORALZY: Insights → Reports → All Reports · Mobile: Insights → Reports
Quick steps
- Insights → Reports → All Reports kholo
- Upar sahi hub button dabao (jaise "Money")
- Neeche report chip chuno
- Date wali report me From / To set karke "🔄 Refresh"