How to Generate a report on Clients location wise ?

Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. 

Step 2 :  Select the filter as Location wise then select the location and click on show all. 

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  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the first filter as "Patient queries", the second as "Location wise" then select the location and click on apply filter.

• How to Generate a report on Clients state wise ?

  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as State wise then select the state and click on show all.

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  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the client status as active and click on show all.

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  Start at the Hamburger Step 1 : Click on Order & Receive Stock >> Then click on Stock Reports Step 2 : Click on UNDELIVERED STOCK REPORT > Select the dates and click on search.

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  Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on Plan Log Reports > Select the dates and click on generate report.