Reports page par upar hub tabs hain (Daily Snapshot, Money, Receivables & Payables, Patient Intelligence, Operations, Clinical, Inventory & Lab, Staff & Doctors, NABH / Compliance, Growth & Communication, Books / Accounting) aur neeche us hub ki sub-report chips. Paise se jude: Daily Snapshot (D.A.R.T., Practice Summary, Daily Activity); Money (upar ke 8); Receivables & Payables (Receivables, AR Ageing, Payables, Insurance Claims); Staff & Doctors (Doctor Productivity, Specialist Fees); Clinical (Treatment Mix, Cost vs Rev wala report); Operations (Chair Revenue). Money hub me "Day Book" ko chhod kar saari reports sirf owner / admin login se khulti hain — baaki login par "⚠️ Forbidden: insufficient role" aata hai. Day Book, Receivables, AR Ageing, D.A.R.T. aur Treatment Mix har staff login se khulte hain; Payables, Insurance Claims, Doctor Productivity, Specialist Fees aur Chair Revenue sirf owner / admin. Mobile: Insights → Reports me "💰 Money" aur "🧾 AR / AP" hub (wahan chip ka naam chhota hai, jaise "Mode-wise", "Sales", "Receipts").
Reports me paise wali reports (Money hub) kahan hain?
Insights → Reports → All Reports kholo, upar "Money" tab dabao. Usme 8 report: "P&L Statement", "Cash Flow", "Day Book", "Mode-wise", "GST Report", "Sales & Returns", "Receipts & Refunds", "Expenses & Payments". Baaki (udhaar) "Receivables & Payables" tab me, doctor-wise kamai "Staff & Doctors" tab me, treatment-wise "Clinical" tab me.
Where in ORALZY: Insights → Reports → All Reports · Mobile: Insights → Reports
Quick steps
- Insights → Reports → All Reports kholo
- Upar "Money" tab dabao
- Neeche chip chuno, jaise "Mode-wise" ya "P&L Statement"
- Range wali report par From / To set karke "🔄 Refresh"