FAQ & Troubleshooting: Reports & Analytics
Two separate reporting systems, and features that look available but aren't wired up yet.
There are two "Reports" areas — which one do I want?
Reports & Analytics Dashboard is for clinical/pharmacy reports (patient outcomes, interventions, compliance). POS Reports Hub is for business/financial reports (sales, inventory, accounting). They're entirely separate systems with separate permissions.
Is "Pharmacy Reports" the same as the Reports & Analytics Dashboard?
No — if you've found a page called "Pharmacy Reports," that's an unrelated placeholder that says "coming soon" and has never had real functionality. The real dashboard is reached from the main Reports & Analytics navigation entry.
Can I schedule a report to email automatically?
Not currently — the option may appear in the interface, but report scheduling and custom report templates aren't backed by a real server-side feature today. Anything you "save" there only lives in your browser's local storage and won't be there on another device or after clearing browser data. For a one-time send, use Emailing a Report instead.
A report looks emptier than I expected for my date range
Check whether it silently fell back to all-time data — see the note on Patient Outcomes Report. This happens when the selected range has no matching data.
Why don't I see a report others on my team can see?
Every section in POS Reports Hub has its own permission, separate from the general "view reports" permission — missing a specific section's permission just hides that section's card, without an error message.
The download button didn't give me a file right away
Large exports are queued in the background rather than downloading instantly — see Exporting a Report.