Reports and MIS

Overview

All MIS reports are accessed from a single landing page. There are no individual report links in the sidebar.

Sidebar → MIS Reports (/admin/mis-reports)

The landing page organizes reports into cards by category. Each link opens the report in a new browser tab, pre-filtered to today's date or the current month where applicable. Most reports are paginated tables; some include Google Charts visualizations.

Status

Report	What It Shows	Filter
Financial Status	Overall financial health — receivables, payables, and cash position with pie/bar charts and tables	Current snapshot

Current Assets

Reports on cash, digital, and bank positions plus daily collection and transaction breakdowns.

Report	What It Shows	Filter
Cash In Hand	Cash account balance and transaction list	Current balance, paginated
Digital	Digital payment account balances and transactions	Current balance, paginated
Bank	Bank account balances and transactions	Current balance, paginated
Patient Item SubHead Wise Daily OPD Report	OPD revenue broken down by item subhead for the day	Date (default: today)
Patient Item SubHead Wise Daily IPD Report	IPD revenue broken down by item subhead for the day	Date (default: today)
Patient Wise Daily Collection	Collections received per patient for the day	Date (default: today)
OPD Daily Collection	Collections from OPD encounters specifically	Date (default: today)
Admission Daily Collection	Collections from IPD admissions specifically	Date (default: today)
Daily Collection	All collections across all encounter types for the day	Date (default: today)

Creditors

Revenue and transaction reports grouped by consignee, item, and patient.

Report	What It Shows	Filter
Consignee Month Wise report	Revenue share payable to consignees by month	Month and year
PRM Doc Month Wise report	Doctor-wise revenue from PRM referrals by month	Month and year
Primary Consultant Revenue Insights: OPD and IPD Encounters	Revenue attributed to each primary consultant across OPD and IPD	Year
Itemwise Revenue Comparison Report	Revenue comparison across billable items	Month and year
Item SubHead report	Revenue grouped by item subhead category	Start date, end date
Item SubHead Month Wise Pivot report	Pivot table of item subhead revenue per month	Month and year
Item wise report	Revenue for individual items	Start date, end date
Patient Wise Daily Transaction	All transactions per patient for the day	Date (default: today)
OPD Daily Transaction	OPD encounter transactions specifically	Date (default: today)
Admission Daily Transaction	Admission encounter transactions specifically	Date (default: today)

Debitors

Outstanding receivables.

Report	What It Shows	Filter
Patients	Outstanding dues from patients — who owes money and how much	Paginated
Payors	Outstanding dues by insurance payor	Paginated

By Date (Patient Statistics)

Patient census and encounter counts.

Report	What It Shows	Filter
OPD	OPD patients for the selected date (ambulatory encounters)	Date (default: today)
IPD in progress	Currently admitted patients — in-progress inpatient encounters	None (live list)
IPD by Event Date	IPD patients by admission event date	Date (default: today)
Virtual	Virtual/teleconsultation visits	Date (default: today)
Admissions Month Wise	Monthly count of admissions	Month and year
OPD Month Wise	Monthly count of OPD visits	Month and year

Stock and GST Reports

Report	What It Shows	Filter
Sale Detail Month Wise	GST sales register with tax breakdown for the month (pharmacy invoices and credit notes)	Month and year
Hospital Stock	Current hospital inventory stock levels per item with batch-wise breakdown	Category = Hospital
Pharmacy Stock	Current pharmacy inventory stock levels per item with batch-wise breakdown	Category = Pharmacy
Expiry Stock	Items approaching expiry within a configurable window	Interval in days (default: 90)

Cloud Functions

Usage and billing data from Google Cloud Functions.

Report	What It Shows	Filter
Month Wise	Cloud function invocations aggregated by month	Year
Year Wise	Cloud function invocations aggregated by year	Year
Patient Details	Patient-level detail from cloud function logs	Start date, end date

Payable Dues

Report	What It Shows	Filter
Vendor Dues	Outstanding payables to vendors — purchase invoices not yet paid	Paginated

Doctor Accounts

Report	What It Shows	Filter
Doctor Dues	Outstanding dues payable to doctors — journal entries not yet settled	Paginated

Downloads

Report	What It Shows	Filter
Patients	Downloadable patient list	From date, to date

PRM

Practice Relationship Management reports for referral tracking.

Report	What It Shows	Filter
Contact Visits By Days	PRM contacts grouped by days-since-last-visit interval	Configurable days
Receive Patient	Patients received through PRM referrals	Paginated

FAQ

Q: Is there a Day Book or Ledger report? A: Not in MIS Reports. Individual account ledgers are accessed through the Accounts module. See Accounts Master.

Q: Can I export reports to Excel? A: Reports are viewable as on-screen tables with print capability. No direct Excel export is available.

Q: How far back can I pull reports? A: All historical data is available. Use the date pickers or month/year filters on each report to select the period.

Q: Who can access MIS reports? A: Access is controlled by role permissions. Admin and director roles typically have access to all reports. Accountants have access to financial reports.

Q: How do I see pharmacy dispensing or lab test counts? A: Use Item SubHead report or Item wise report with the appropriate date range. For stock levels, use Pharmacy Stock or Hospital Stock. There are no separate pharmacy or lab-specific report pages.

Q: Where do I find the IPD Console (current admissions)? A: Use the IPD in progress link under the By Date card. This shows all in-progress inpatient encounters with patient name, bed, and admission date.