Reports

Why

The hub is the single entrance to every report and only lists the ones your role may open. If a report is missing, your role has not been given access

How

1. 1You are on the report hub (left menu Reports & documents › Reports) — under the Report title you see how many reports your role can open
2. 2Four categories: Drugs & equipment (violet) · Customers & services (blue) · Sales & accounting (teal) · Psychotropics & narcotics (orange) — the number on a chip is its report count
3. 3Press the Drugs & equipment chip — only stock reports stay on screen
4. 4Each row: report name · a one-line description of what it covers and which date it filters by · the report number · a pin star at the end
5. 5Press Sales & accounting to see finance reports (receipts, profit, fees/commissions…)
6. 6Press All to see every category again, with the Pinned and Recently opened cards on top
7. 7If the list did not load or you just got new access, press Refresh (circular arrows) next to the search box

Why

There are 50+ reports — searching beats scrolling through categories

How

1. 1Click the Search reports box in the hub header (or press / anywhere on the page)
2. 2Type a Thai or English name, a number (e.g. 303) or a word from the description (e.g. expiry, outstanding) — n found appears with matches highlighted
3. 3Use ↑ ↓ to pick a row and Enter to open it (no pick = the first result)
4. 4Press Clear at the end of the box to remove the search and go back to categories
5. 5From any page press ⌘K (Mac) or Ctrl K (Windows) and type the report name to jump straight in

Why

A report loads today’s data when opened (as-of reports: as of today) — after changing the range or filters press "View report" again to refresh. The summary cards cover the whole range, not just the page on screen

How

1. 1On the hub, find a report you use with Search reports (e.g. type 303) and click its name to open it
2. 2A report loads its default range on open (usually Today · balance reports = as of today) — after changing filters press View report again
3. 3Filter bar › Date range: press a shortcut Today · Yesterday · 7 days · This month · Last month (some reports name it, e.g. Payment date range)
4. 4Or pick your own dates in From and To (the shortcut switches to Custom) · up to 366 days at a time
5. 5Balance reports have a single As of date field (e.g. Balance as of) computed at the end of that day · government forms pick Month/Year
6. 6Set other filters in the row below (department, issued by, customer group…) or type in the report Search box
7. 7Press View report — the header shows Fetched at … and Filtered by: chips appear (× removes one, or Clear filter) · on mobile open Filters first
8. 8Read the summary cards on top — they cover the whole range, not just the table page on screen
9. 9At the table header press Columns to choose visible columns (Default resets) · expand rows with the arrow or Expand all · the footer totals the whole rangeChoose visible columns

Why

For accountants, records or your own analysis. The Excel file includes every page, not only what is on screen

How

1. 1On the hub, open the report you need (search with Search reports and click its name)
2. 2Set the date range and filters, then press View report first — the file uses the filters of the data on screen
3. 3Press Export Excel at the right of the report header (mobile: the Export Excel bar at the bottom) — it is disabled when the range has no data
4. 4Wait a moment — every page is fetched and the file downloads, named with the fetched date range · Exported successfully appears
5. 5Government forms and claim files use a different button name, e.g. Export form (Excel) — same place

Why

Most people use only a few reports daily — pin them for one-click access

How

1. 1On the hub, press the ☆ star at the end of a report row you use often — it turns yellow
2. 2The report now appears in the Pinned card on top (shown on the All chip) — one click opens it
3. 3A Pinned chip is added to the category row — press it to list only pinned reports
4. 4The Recently opened card lists the last 6 reports with times · Clear history empties it
5. 5Inside a report, the star next to Export Excel in the header (Pin this report) does the same · press a yellow star again to unpin

Why

Match the money actually received (cash, transfer slips, card terminal) with the system before closing — catch mistakes the same day

How

1. 1The tour opens 303 Receipts — it starts with receipts paid today
2. 2Payment date range: press Today (for a past day use From/To)
3. 3Payment channel: pick one channel (e.g. cash) to match the drawer, or leave All
4. 4Status: default Normal · choose Cancel to see voided receipts
5. 5Press View report
6. 6Check the cards: Total payments · Receipts · Card fee · total including card fees (= net amount at the bottom)
7. 7Scroll to Summary by receiving account and match each account/channel with the real money (cash, slips, card terminal)
8. 8To see line items, turn on Show receipt items
9. 9Next: 302 Invoices (bills not fully paid) · 304 Tax invoices (accounting/tax) · 217 Sales items — open from this step’s report list or ⌘K

Why

Know the real monthly profit after drug/equipment cost, hand fees, commissions and expenses

How

1. 1The tour opens 301 Profit/Loss summary
2. 2Date range: press Last month (a completed month)
3. 3Search general expenses only filters category 7 expenses — leave it empty for the full view
4. 4Press View report
5. 5Cards: Total income · Total expenses · end-of-bill discount · Total profit/loss = income − (expenses + bill discount)
6. 6Below are 7 tables (service income · drug cost · service cost · doctor · staff · promotion · general expenses) — each counts by a different date, see the note above them
7. 7Press Export Excel to keep a copy for your accountant
8. 8307 Expenses splits 6 categories to see which cost is high · 313 Income summary
9. 9314 Yearly profit needs a year in Year to process and Process · 308 Chart of accounts needs Re-process this range before numbers appear

Why

Collect instalments and deposits on time, and see which debts are old

How

1. 1The tour opens 312 Accounts receivable — outstanding is computed as of the last day of the range
2. 2Date range (balance as of the last day): press Today for now · for last month-end pick that day in To
3. 3Invoices issued: All outstanding invoices (default, any issue date) or Issued in selected period
4. 4Turn on Show invoices fully paid in the selected period or Show invoice items for more detail
5. 5Press View report
6. 6Cards: Outstanding as of · Total invoice amount · Paid up to · Outstanding over 90 days
7. 7Debt aging: press an age tile (e.g. over 90 days) to filter the table · Show all ages clears it
8. 8In the table, press the arrow in front of a bill to see each instalment receipt

Why

These numbers drive real payouts — match the range to your pay period

How

1. 1The tour opens 305 Hand fee/commission summary
2. 2Choose type: Hand's fee (finished queues by queue date) or Commission (by payment date) — the date label follows
3. 3Match your pay period with From / To (or the Last month shortcut)
4. 4Employee: one person or All — roles limited to their own figures have this locked to themselves
5. 5Press View report
6. 6Cards: Total hand fees or Total commission · Entries · Staff paid
7. 7Above the table switch Entries (1) or Per staff (2) for one total per person — use it for payouts
8. 8Press Export Excel to keep a payout record
9. 9Next: 306 Sales, deposits and payments per staff (each bill once) · 318 Section 40(6) income per doctor for tax documents

Why

Reorder before running out and do not let drugs expire on the shelf

How

1. 1The tour opens 107 Low stock warning — items at or below their alert level right now (no date range)
2. 2Filter with Warehouse · Type · Category as needed
3. 3Type a code or name in Search code / name
4. 4Press View report
5. 5Table n low-stock items — compare Balance with Warn and build your purchase order
6. 6Press Export Excel to use it as a purchase list
7. 7105 Expiring lots — choose a forward range such as 90 days · 106 Current stock per warehouse · 109 Stock as of a past date with cost (month-end)
8. 8104 In/out per item · 102 Transfer/receive/issue docs · 110 Stock adjustments

Why

Sold but unused courses are services you still owe — track the remaining value and monthly usage

How

1. 1The tour opens 204_4 Course balance as of date
2. 2Balance as of: default today · pick a past day (e.g. last month-end) to see the balance at the end of that day
3. 3Narrow with Course type · Customer group · Expires by (courses expiring by that date)
4. 4Press View report
5. 5Remaining value = service you still owe (sale price × share left) · Total remaining quantity · Courses with balance
6. 6Table Remaining courses as of …: one row per course a customer holds, with used/transferred/remaining
7. 7212_1 Course usage by date after discount · 212_3 at list price
8. 8204_1 Courses sold in range · 214 Course transfers/adjustments

Why

Understand who your customers are, what they buy, how often they come, and busy times

How

1. 1The tour opens 201 Customer summary — the whole customer list (no date range)
2. 2Birthday promo: choose a month in Birth month
3. 3New customers: choose Added Year and Added month
4. 4Narrow with Customer group · Age (years) · the search box accepts #tag
5. 5Press View report
6. 6Press Export Excel to use the list for a campaign
7. 7Next: 206_1 Sales per item · 207 RFM spend and frequency per customer
8. 8203 Queues by date · 210 Appointments by doctor and status

Why

Shops holding controlled drugs must file periodic forms — these reports follow the official layout

How

1. 1The tour opens 401 Ror.Khor.Jor.2 (schedule 2 psychotropic sales) — 402/403 work the same way
2. 2Period type: Daily · Monthly · Yearly · Custom to match the filing period
3. 3Set the date for that type: daily = Date · monthly = Month + Year · yearly = Year · custom = From/To
4. 4Press View report
5. 5Press Export Excel for the official form file (405/406 call it Export form (Excel))
6. 6402 Schedule 3/4 in/out · 407 daily per drug and lot · 403/404 Narcotic in/out
7. 7405 Narcotic schedule 2 ledger · 406 summary per drug

Why

Finance reports reveal sales, profit and pay — open them only to roles that need them. Access is enforced on both the page and the API

How

1. 1User menu (top right) › Shop settings (or the button below this step) — opens the account centre in a new tabAccount centre (new tab)
2. 2Left menu Team & access › Roles & reports — opens Roles & permissionsRoles & permissions page
3. 3Click the role to edit in the list (mobile: use Select role)
4. 4Press the Reports tab
5. 5Turn on the Access switch for each report this role may see · use Search reports or Enable all/Disable all
6. 6Press Save
7. 7Takes effect within about 5 minutes (users refresh the page) — check by signing in with that role and opening the report hub