--- title: "Reseller Activity Report" description: "See how each client organization actually uses NICE HMS over a chosen period — patients, ABHA links, OPD visits, admissions, clinical documents and vouchers." date: 2026-10-18 lastModified: 2026-10-18 category: "reseller" author: "Dr. Umesh Bilagi" beta: true --- ## Overview The Activity Report shows you, as a reseller, how your client organizations are actually using the system. For a chosen period it lists every eligible organization with its patient registrations, ABHA-linked registrations, OPD visits, admissions, clinical documents by type, and voucher counts by type — so you can spot clients who are paying but barely using the system, and clients who are outgrowing their plan. The report never loads on open. You pick a period and a date, press **Get**, and the rows fill in progressively. Results are exported per tab as CSV. ## Prerequisites 1. You are signed in as a reseller **owner** or **reseller**. Other roles are redirected away. 2. On an owner account you can optionally narrow to a single reseller; a reseller account always shows only its own organizations. ## Viewing the Report 1. In the sidebar, open **Reports** → **Clinical Activity**. The page header reads **Activity Report**. 2. Set the filters: | Field | What it does | |-------|--------------| | **Period** | Choose **Daily**, **Weekly**, **Monthly** or **Yearly**. Nothing loads until a period is chosen. | | **Date** | The reference date the period is calculated from. Defaults to today (IST). | | **Reseller** | Owner only. **All resellers** (default) or one reseller. A reseller account does not see this field — it is always scoped to your own organizations. | | **Get** | Loads the report. | | **Refresh** | Reloads the current range, bypassing the server cache. | 3. The period covers these IST calendar days: | Period | Range | |--------|-------| | **Daily** | The selected date only | | **Weekly** | The 7 days ending on the selected date | | **Monthly** | The whole calendar month containing the selected date | | **Yearly** | The whole calendar year containing the selected date | 4. While loading, the page shows **Loading organisations X / Y**. When it finishes, it shows how many organizations were loaded. ## Which Organizations Appear Only organizations that are **on a paid plan** (not Free), **switched on**, and **still valid at the end of the selected period** are listed. A client whose subscription expired before the period ended is not included, even if it was active for part of the period. ## Clinical Activity Tab | Column | Meaning | |--------|---------| | **Org ID** | Organization ID | | **Organisation** | Organization name | | **Patients** | Patient registrations in the period (active records only — archived and merged patients are excluded) | | **ABHA Linked** | Registrations in the period that carry an ABHA number | | **OPD Visits** | Outpatient encounters (`AMB`) started in the period | | **Admissions** | Inpatient encounters (`IMP`) started in the period | | **Document types** | One column per composition type. The standard set always renders — `DischargeSummary`, `OPConsultation`, `DiagnosticReport`, `HealthDocumentRecord`, `Prescription`, `CaseSheet`, `ImmunizationRecord`, `WellnessRecord`, `Invoice`, `InitialAssessment`, `ProgressNote`, `NurseNote`, `ProcedureNote` — and any other type found in the data is appended alphabetically. | | **Total Documents** | Sum of all document columns | If an organization's clinical counts could not be fully collected — most commonly because no FHIR store id is configured — a **⚠** appears next to its name. Hover the warning to see the reason. The organization still appears with the counts that were available. ## Vouchers Tab | Column | Meaning | |--------|---------| | **Org ID** | Organization ID | | **Organisation** | Organization name | | **Voucher types** | One column per voucher type code — `RECEIPT`, `PAYMENT`, `CONTRA`, `INVOICE`, `CREDIT_NOTE`, `DEBIT_NOTE`, `PURCHASE`, their `_P` (purchase-side) variants, `CONTRA_B`, doctor expense book/cancel, and physical stock adjustment codes | | **Total Vouchers** | Sum across all voucher types | Estimates are not counted — the Vouchers tab covers actual accounting vouchers only. ## Exporting Each tab has its own **Export CSV** button in the top-right corner. The file is named after the tab and the exact date range, for example `activity-clinical-2026-10-01_2026-10-31.csv`. Export reflects what is currently on screen. ## Caching and Refresh Loaded rows are cached on the server for about 10 minutes, per organization and per date range. Pressing **Get** again within that window returns the cached figures, which keeps repeat runs fast on large portfolios. Press **Refresh** when you need figures recomputed from source — for example after a client reports they entered data that is still showing as zero. ## Common Issues **The Get button does nothing / is disabled.** A period has not been selected, or a load is already running. Choose a period first. **An organization shows zero for OPD, admissions and documents but has patients.** Its clinical counts come from the FHIR store, while patients and vouchers come from the main database. A **⚠** next to the name explains why the clinical side failed — usually a missing FHIR store id for that organization. **Some rows are missing after a run.** A batch of organizations failed to load. The message under the heading says how many batches failed and that the rows already loaded are unaffected. Press **Refresh** to retry. **Figures look out of date.** Press **Refresh** — **Get** may be returning the 10-minute cache. **A client that is definitely active is not in the list.** Check its plan and validity in **My Organizations**. Free, switched-off, or expired-before-the-period organizations are deliberately excluded. ## FAQ **Q: Why doesn't the report load automatically?** A: A portfolio-wide run can span hundreds of organizations, so the page waits until you choose a period and press **Get**. **Q: Are the counts based on calendar days or 24-hour blocks?** A: IST calendar days throughout. **Q: Does the reseller filter affect which figures I can see?** A: No. It only changes which organizations are listed. A reseller account is always limited to its own organizations. **Q: Can I report on a custom date range rather than a period?** A: Not in the panel. The panel offers Daily, Weekly, Monthly and Yearly. The underlying report API also accepts an explicit `from`/`to` range, used by other tooling. **Q: What is the difference between Patients and ABHA Linked?** A: **Patients** counts every patient registered in the period. **ABHA Linked** counts those registrations that carry an ABHA number, so the two numbers measure overall registrations and ABDM adoption separately. **Q: Do estimates count as vouchers?** A: No. Estimates are excluded from the Vouchers tab and the total.