The Trading Totals reports run at aggregate level, and report only on the payment breakdown of what has been dispensed, and is claimable from customers and the PBS.

These reports include summary details for deferred scripts, and scripts that have been manually excluded (removed) from a claim.
Scripts waiting for customer pickup can be reviewed using the “Script Status” filter.

These reports can be used to drill-through to a Top-10 Script list to review high / low GP, etc.


Report Code 

Report Title

Description

DISP 001

Trading Totals Summary

Summary of Dispense activity and script payment breakdown

DISP 002

Trading Totals Summary by Day

Trading Totals summary performance by Day


DISP 001 – Trading Totals Summary

This report presents a summary of Dispense activity and script payment breakdown. Each section of the report is explained below.


Patient Care Facility Contribution

Default view - Script count by Patient Care Facility

Interactive elements

  • Metrics
    • Scripts
    • Net $
    • GP $
  • Cross-filter
    • Patient Care Facility Type


Script Payment Category Contribution

Default view - Script count by Script Payment Category


Interactive elements

  • Metrics
    • Scripts
    • Net $
    • GP $
  • Cross-filter
    • Script Payment Category

Trading Totals Summary Trend

Interactive elements

  • Metrics
    • Scripts
    • Net $
    • GP $
  • Cross-filter
    • Dispensed Date
  • Drill- through
    • Top 10 scripts for selected Dispensed Date


Trading Totals

The Trading Totals table reflects all filters and cross-filter selections applied to the report.


DISP 002 – Trading Totals Summary by Day

The Trading Totals Summary by Day report utilises the same report parts as the Trading Totals Summary report, with the only difference being the table at the end of the report.


Trading Totals Summary by Day Table