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How to Generate Reports in DrPro

The Reports module in DrPro gives you a complete overview of your hospital’s performance — from patient visits to billing summaries.
In this guide, you’ll learn how to generate, view, and download reports to track key insights and make better decisions.

🎥 Video Walkthrough
(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.)

 


Step-by-Step Reports Guide

Step 1: Open the Reports Section

From your DrPro Dashboard, click on the “Reports” tab.
You’ll see different report categories such as:

  • Patient Reports

  • Appointment Reports

  • Billing Reports

  • Inventory Reports

  • Doctor Performance Reports

Step 2: Choose Report Type

Select the report type you want to view.
For example:

  • To analyze clinic visits → choose Patient Report

  • To check financial performance → choose Billing Report

Step 3: Apply Filters

Use filters like:

  • Date range

  • Department

  • Doctor

  • Payment status
    These filters help you generate specific and accurate reports.

Step 4: Generate the Report

After applying filters, click Generate Report.
DrPro will display the data in an easy-to-read table format with totals and summaries.

Step 5: Download or Print Report

You can Download reports in PDF or Excel format, or Print them directly from the platform for documentation or review.

💡 Tip: Use weekly or monthly reports to identify trends and make informed management decisions.


Troubleshooting Tips

  • No data showing?
    Adjust the date range or remove unnecessary filters.

  • Incorrect totals?
    Ensure all transactions and visits are updated before generating the report.

  • Want to save reports automatically?
    Use the Scheduled Reports option to get reports delivered to your email.


👉 Continue learning with our next guide: How to Manage Staff and Roles in DrPro

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