Channel Reports Overview - hmislk/hmis GitHub Wiki
Channel Reports Overview
The Channelling module includes a comprehensive set of reports covering session activity, booking volumes, revenue, consultant performance, and patient attendance. All reports are accessed from the Reports menu item.
Navigation
Menu → Channelling → Reports
Path: /channel/channel_reports
Requires the ChannelReports privilege.
Report Categories
Session and Volume Reports
| Report | Description |
|---|---|
| Daily Session Counts | Number of sessions held per day across all consultants |
| Daily Doctor Counts | Per-consultant session and patient counts for a day |
| Category Session Counts | Session counts grouped by session category |
| Consultant Monthly Counts | Monthly summary of sessions and patients per consultant |
| Channel Schedule Report | Overview of all scheduled sessions for a period |
Booking and Attendance Reports
| Report | Description |
|---|---|
| Booking Summary | Total bookings by date, consultant, or speciality |
| Absent Patients Report | Patients who were booked but did not attend |
| Staff Booking Summary | Which staff members made which bookings (for performance tracking) |
| Report by Consultant | All bookings for a specific consultant over a period |
| Past Bookings Summary | Historical booking data |
Financial Reports
| Report | Description |
|---|---|
| Channel Payment Session | Payments collected per session |
| Channel Payment Session by Dates | Payment summary for a date range |
| Income Reports | Channelling income by period, consultant, or speciality |
| Doctor Fee Summary | Consultant fee dues and payment status |
| Agent Booking Report | Bookings made through each agency |
Operational Reports
| Report | Description |
|---|---|
| Doctor Session View | Session-by-session activity for a consultant |
| Channel Doctor Session Report | Detailed report of a consultant's sessions |
| Session Instance Report | Per-instance details including booking count and status |
| All Doctor Channel Bookings | Aggregated view across all consultants |
Running a Report
- Navigate to Menu → Channelling → Reports.
- Select the report from the left-side list or navigation panel.
- Set the filter parameters:
- Date range (From / To)
- Speciality (optional)
- Consultant (optional)
- Institution / Site (if multi-site)
- Click Generate or Search.
- The report renders on screen. Use Print or Export for a printable or downloadable version.
Channel Analytics Dashboard
For high-level KPIs and trend graphs, see the Channel Analytics Dashboard.
Menu → Channelling → Channel Analytics