Har Run app ke access log me "export" ke roop me likha jaata hai — kisne, kab, kitni rows aur kaunse filter field — taaki data bahar le jaane ka hisaab rahe. Auditor login read-only hai. Role badalna: Setup → Admin → Users & Policy → User Management.
Receptionist ya doctor ko Query Builder kyu nahi chalta?
Query Builder sirf owner aur admin login ke liye hai, kyunki isse patients ka phone / address jaisa poora data ek saath nikal sakta hai. Doosre role me "Collections" ki list hi khaali aati hai, isliye "Run" dab hi nahi paata. Data chahiye to owner / admin se CSV nikalwao, ya User Management me us user ka role admin karo (soch samajh kar).
Where in ORALZY: Insights → Clinic Health → Query Builder · Setup → Admin → Users & Policy → User Management
Quick steps
- Owner / admin login se Insights → Clinic Health → Query Builder kholo
- Zaroori data nikal kar CSV staff ko do
- Ya Setup → Admin → Users & Policy → User Management me role dekho