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
- 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.