PharmaGuide

Service reports help you visualize the number and value of completed pharmaceutical services. This guide will walk you through the steps to use these reports effectively.

Step 1: Accessing the Service Reports

Log in to your PharmaGuide account.

Navigate to the Sales section from the main dashboard.

Select Services from the available options.

1. Log in to your PharmaGuide account.
2. Navigate to the Sales section from the main dashboard. 
3. Select Services from the available options.

Locate the date picker at the top of the service reports page.

Click on the date picker to open the calendar view.

Select your desired date range by clicking on the start and end dates.

The report will automatically update to reflect the selected date range.

1. Locate the date picker at the top of the service reports page.
2. Click on the date picker to open the calendar view.
3. Select your desired date range by clicking on the start and end dates.
4. The report will automatically update to reflect the selected date range.

Click on the Phox filter button to access additional filter options and settings.

Choose your filters based on criteria such as service type, location, or provider.

Apply the filters to refine the report data.

To reset all filters and date ranges to default settings, click the Reset Filters button.

1. Click on the Phox filter button to access additional filter options and settings.
 
 
 
2. Choose your filters based on criteria such as service type, location, or provider.
3. Apply the filters to refine the report data.
4. To reset all filters and date ranges to default settings, click the Reset Filters button.

Review the quick snapshot of the total monthly revenue generated from pharmaceutical services displayed at the top of the report.

Scroll down to see detailed information on:

- The number of services performed.
- The revenue generated from each service.
- Trends over the selected date range.

1. Review the quick snapshot of the total monthly revenue generated from pharmaceutical services displayed at the top of the report.
2. Scroll down to see detailed information on:
 - The number of services performed.
 - The revenue generated from each service.
 - Trends over the selected date range.

Step 5: Analyzing Service Performance

Identify which services are being performed at your location.

Analyze how much revenue each service is generating.

- Understand how services are affecting your bottom line.
- Identify opportunities to expand services to improve care and increase revenue.

1. Identify which services are being performed at your location.
2. Analyze how much revenue each service is generating.
3. Use this information to:
   - Understand how services are affecting your bottom line.
   - Identify opportunities to expand services to improve care and increase revenue.

Step 6: Exporting and Sharing Reports

If you need to share the report, click the Download Report button to download the report in your preferred format (e.g., PDF, Excel).

Share the exported report with your team or stakeholders as needed.

1. If you need to share the report, click the Download Report button to download the report in your preferred format (e.g., PDF, Excel). 
 
 
 
2. Share the exported report with your team or stakeholders as needed.

Using service reports, you can gain valuable insights into the performance of pharmaceutical services at your location. By analyzing this data, you can make informed decisions to enhance service delivery and increase revenue.

By following these steps, you'll be able to effectively use service reports to visualize and analyze the number and value of completed pharmaceutical services. If you have any further questions, please refer to the PharmaGuide support documentation or contact our support team.

This article offers a detailed, step-by-step guide on how to navigate through Service Reports on Dash using the Phox platform