Available reports
Learn more about each available Insights report and its key features. This article provides an overview of the reports designed to help head office users track, analyse, and manage key metrics across branches. Each report is tailored to address specific operational needs, offering insights into drug usage, patient activity, attendance, stock distribution, and more. With flexible parameters and drill-down options, these reports enable users to explore data on dispensing trends, patient engagement, inventory levels, and operational compliance, supporting informed, data-driven decisions.
Current report list
- Attendance Register
- Equalisation Report
- Patient Active Summary
- Usage By Month
- Usage Summary Report
- ETP Claim Expiry
- NMS Summary
- ETP Rx Status Summary
- Prescription Types Summary
- Private Prescription Summary
- Scripts and Items Summary
Our reports will be updated periodically, with new reports added over time to provide enhanced insights and additional metrics.
| Report Name | Description |
|---|---|
| Attendance Register | The Attendance Register report provides a detailed view of pharmacy attendance records, tracking sign-in/out discrepancies, absence rates, and punctuality trends across branches and individual pharmacists, with flexible date filtering and drill-down options for branch and pharmacist-specific insights. |
| Equalisation Report | The Equalisation Report provides a breakdown of drug distribution across branches, allowing users to track dispensing levels per branch and ensure balanced stock distribution, with options to filter by date and expand drug entries to view branch-specific details. |
| Patient Active Summary | The Patient Active Summary report provides an overview of patient activity within a specified period, showing details of active and inactive patients, items dispensed per patient, and branch-specific data to help track patient engagement and dispensing trends. |
| Usage By Month | The Usage by Month report provides a monthly overview of drug dispensing across branches, enabling head office users to monitor drug distribution patterns, analyse demand by location, and make informed decisions about inventory and supplier coordination. |
| Usage Summary Report | The Usage Summary report provides an aggregated view of drug dispensing data, enabling head office users to track dispensed products, stock levels, and supplier details across branches, with options to filter by date, branch, drug, or product. |
| ETP Claims Expiry | The ETP Claims Expiry report provides a quick overview of expiring ETP prescriptions, highlighting the prescription value, claim expiry date, and prescription expiry date. This report helps users easily identify expiring claims. Filters ensure that only relevant claims are displayed, excluding statuses such as Claimed or Return. |
| NMS Summary | The NMS Summary report provides a comprehensive overview of NMS (New Medicine Service) activities across pharmacies. It displays the number of NMS completed by each pharmacist, grouped by branch, and includes a date range filter for custom reporting.
|
| ETP Rx Status Summary | The ETP Rx Status Summary report provides a snapshot of the total prescriptions in the system, including counts for new prescriptions, those awaiting dispensing notifications, and prescriptions yet to be claimed. |
| Prescription Types Summary | The Prescription Types Summary dashboard presents an overview of the various prescription types, categorising them by their specific types and statuses to track distribution and processing. |
| Private Prescription Summary | The Private Prescription Summary dashboard provides an overview of private prescription data, replicating the prescription types report but focusing specifically on private prescriptions, including their categories and statuses. |
| Scripts and Items Summary | The Scripts and Items Summary dashboard provides an overview of the total quantities of pharmacy prescriptions and items received. |