Quarterly reports
A quarterly report is a spreadsheet-ready summary of one three-month period: the cases you did, the stock you used, and the visits you had. Use it for reviews, vendor conversations and your own records. You can download any recent quarter, or email last quarter's report to a list of people.
Download a report
Who can: Owner, Admin, Member, Viewer, Inventory manager, Stats viewer, Visit manager, Clinician, Auditor, Purchaser, Compliance, Site settings Anyone who can see Stats can download.
Where: Stats › Quarterly Report
Open Quarterly Report at the top of the Stats page. It lists the last four finished quarters, such as Q2 2026, each with ZIP, CSV and XLSX links. Pick one and the file downloads. The current, unfinished quarter isn't listed.
Quarters are calendar quarters (January to March, April to June, and so on), counted in UTC.
What is in a report
Every report has these parts:
- Cases: one row per product on each case (hospital-supplied and patient-supplied units on separate rows), for cases created in the quarter. Columns: case number, case date, case type, category, personnel, product, product type, quantity, and whether the patient provided it. A case with no products still gets one row, with the product left empty.
- Consumption: one row per product that had units used or removed in the quarter, or units whose expiry date fell in it. Columns: product, product type, vendor, used (hospital), used (patient), removed in the quarter, expired in the quarter, and the number of cases it was used in. "Expired in the quarter" counts units whose expiry date fell in that quarter.
- Visits: one row per visit in the quarter, with the visit date, description, status (delivered or pending), items received and items requested. Only included when your site has visits turned on (see Visit settings).
Formats
| Format | What you get |
|---|---|
| ZIP | A zip holding one CSV per part: cases, consumption and visits. |
| CSV | A single CSV file with the parts one after another, each under a heading line such as # Cases. |
| XLSX | An Excel workbook with a sheet per part: Cases, Consumption and Visits. |
Files are named after your site and the quarter, for example main-clinic-2026-Q2.zip.
Email the report
Who can: Owner, Admin, Member, Inventory manager Set the format and recipients, and send the report.
Where: Settings › Reports
- Default format for emailed reports: ZIP, CSV or XLSX. New sites use ZIP. This only applies to emailed reports. Downloads from the Stats page let you pick each time.
- Recipients: add a site user from the list, or type any email address. Remove one with the × next to it. Adding the same address twice is ignored.
- Send last quarter's report now: asks you to confirm, then emails the most recent finished quarter to every recipient, in the default format. The email's subject is like "Q2 2026 report for Your Site", with the report attached. The button is switched off until there is at least one recipient.
Good to know
- Recipients don't need an account. A report goes to whatever address you enter.