Pharmacy Disposal Reports

Overview

The Disposal Reports feature provides comprehensive analytics and reporting capabilities for pharmacy disposal operations. These reports help pharmacy staff track disposal patterns, monitor department-wise distributions, and analyze item usage for audit and inventory management purposes.

When to Use

• Monthly audit reports for disposal activities
• Department performance analysis to track distribution patterns
• Item usage analysis for inventory planning and control
• Financial reporting for disposal operation costs and margins
• Compliance reporting for regulatory requirements

Navigation Paths

Search Reports

For searching specific disposal bills and items:

• Menu → Pharmacy → Disposal → Search Disposal Bills
• Menu → Pharmacy → Disposal → Search Disposal Items

Analytics Reports

For comprehensive disposal analytics:

• Menu → Pharmacy → Analytics → Disposal Reports

Available Reports

1. Unit Issue by Bill

Purpose: View disposal bills with summary information Navigation: Menu → Pharmacy → Analytics → Disposal Reports → Unit Issue by bill

How to Use:

1. Set date range (From/To dates)
2. Optionally select Issue From department
3. Optionally select Issue To department
4. Click "Fill" to generate report
5. Export to Excel or Print as needed

Report Shows:

• Bill numbers and invoice numbers
• Bill creation dates
• Gross, margin, and net values
• Department information

2. Unit Issue by Department

Purpose: Analyze disposal patterns by department Navigation: Menu → Pharmacy → Analytics → Disposal Reports → Unit Issue by Department

How to Use:

1. Set date range (From/To dates)
2. Select Issue From department
3. Click "Fill" to generate report

Report Shows:

• Department-wise disposal totals
• Net values by receiving department
• Summary totals for the selected period

3. Unit Issue by Item (Batch)

Purpose: Detailed item analysis with batch information Navigation: Menu → Pharmacy → Analytics → Disposal Reports → Unit Issue by Item (Batch)

How to Use:

1. Set date range (From/To dates)
2. Select From Department and To Department
3. Optionally select Item Category to filter results
4. Click "Fill" to generate report

Report Shows:

• Item names and batch numbers
• Purchase rates and retail rates
• Quantity counts and values
• Margin calculations
• Gross and net values with totals

4. Unit Issue by Item

Purpose: Item-level analysis without batch details Navigation: Menu → Pharmacy → Analytics → Disposal Reports → Unit Issue by Item

How to Use:

1. Set date range (From/To dates)
2. Select From Department and To Department
3. Optionally select Item Category
4. Click "Fill" to generate report

Report Shows:

• Item names and quantities
• Net values per item
• Summary totals for the period

Understanding the Reports

Key Terms

• Unit Issue: Disposal of items from pharmacy to departments
• From Department: Department issuing/disposing items (usually pharmacy)
• To Department: Department receiving the disposed items
• Gross Value: Total value before discounts
• Net Value: Final value after all adjustments
• Margin Value: Profit margin on disposed items

Report Features

• Date Filtering: All reports support date range filtering
• Department Filtering: Filter by issuing or receiving departments
• Category Filtering: Available in item reports for specific drug categories
• Export Options: Excel export and print functionality
• Summary Totals: Automatic calculation of totals and subtotals

Best Practices

Report Generation

• Use appropriate date ranges - broader ranges for trends, narrower for detailed analysis
• Filter by department when analyzing specific department performance
• Use category filters to focus on specific types of medications
• Generate regular reports for consistent monitoring

Data Analysis

• Compare monthly patterns to identify trends
• Monitor high-value disposals for cost control
• Track department usage for resource planning
• Review batch information for expiry and quality control

Export and Documentation

• Export to Excel for further analysis and record keeping
• Print reports for physical documentation
• Save report parameters for consistent reporting periods
• Document unusual patterns for investigation

Troubleshooting

Problem: No data appears in reports

• Verify the date range includes disposal activities
• Check that selected departments have disposal transactions
• Ensure disposal bills were properly processed in the system

Problem: Incorrect totals or values

• Verify bill processing was completed correctly
• Check for cancelled or returned disposals in the period
• Ensure proper bill type selection (disposal vs. other transactions)

Problem: Missing department or item data

• Confirm department names are correctly entered
• Verify item categories are properly assigned
• Check that disposal transactions included all required information

Problem: Export or print issues

• Ensure browser allows pop-ups for print functionality
• Check Excel is available for export features
• Verify sufficient data exists before attempting export

FAQ

Q: What types of disposal transactions are included? A: Reports include regular disposals, cancelled disposals, and disposal returns for comprehensive tracking.

Q: Can I filter by specific items or medications? A: Yes, use the Item Category filter in item reports, or use the Search Disposal Items feature for specific item searches.

Q: How far back can I generate reports? A: Reports can go back as far as your system's data retention policy allows, typically several years.

Q: What's the difference between batch and non-batch item reports? A: Batch reports show detailed batch information including purchase/retail rates and batch numbers. Non-batch reports focus on item quantities and net values only.

Q: Can I schedule automatic report generation? A: Currently, reports are generated on-demand. Contact your system administrator for automated reporting options.

Q: Why do values differ between different report types? A: Different reports may include different components (gross vs. net values, margins, etc.). Check the report description to understand what values are included.

Related Features

• Pharmacy Disposal Issue Search - Search specific disposal bills and items
• Pharmacy Issue Bills - Creating disposal issue bills
• Pharmacy Analytics - Other pharmacy reporting features
• Inventory Management - Overall inventory tracking

Technical Notes

This feature uses optimized DTO-based queries for improved performance and uses proper disposal bill type filtering (BillTypeAtomic.PHARMACY_DISPOSAL_ISSUE) for accurate reporting.