Comprehensive Reporting

Every Report Your Pharmacy Needs

Ten powerful reporting modules designed for pharmacy operations, from patient and payer review to wholesaler reconciliation, exact-NDC audit, reimbursement estimates, and monthly purchasing comparison.

10
Report Modules
CSV + Excel
Supported Inputs
CSV + Excel
Report Downloads
Reporting Modules

Reporting Modules

Each report module is designed around pharmacy workflows. Upload supported data, apply deliberate filters, review the resulting signals, and download focused CSV tables or the multi-sheet Excel report.

📊
Overview Report
Your pharmacy command center. A high-level snapshot of revenue, dispensing volume, insurance mix, and key operational metrics across all modules. Quickly identify trends and anomalies that need deeper investigation.
DashboardExportable
🏥
Insurance & BIN Report
Group activity by insurance, BIN, and mapped PBM to define payer populations and focus reimbursement or audit review. Confirm mappings and conclusions against payer and source records.
FinancialExportable
👤
Patient 360° Report
Browser-local patient views combining available medication, payer, dispensing, and pickup/delivery fields for authorized record review. This is not a clinical record or adherence determination.
OperationalExportable
💊
Medication 360° Report
Review medication-level payer mix, patients, NDC and package detail, monthly dispensing, and available wholesaler context. Use reimbursement estimates as review signals, not definitive profitability.
InventoryExportable
⇄
Wholesaler Reconciliation Report
Compare supported dispensing and wholesaler exports using exact-NDC and same-medication/strength signals, package-size context, and variance worklists that require source-record verification.
CoreExportable
⚕
Controlled Substance Inventory Report
Review Schedule II-V dispensing-versus-purchase signals with payer filters, package context, and exportable worklists. This module does not replace the official perpetual inventory or determine compliance.
ComplianceExportable
🚚
Pickup / Delivery Audit Report
Identify rows where pickup or delivery dates are missing or fall into review timing bands. A missing source date is a documentation signal, not proof that pickup or delivery did not occur.
AuditExportable
💵
Reimbursement Report
Estimate collected amount, exact-NDC acquisition cost, and margin where supported invoice cost is available. Use payer, medication, and patient worklists for review—not as accounting entries or guaranteed recovery.
FinancialExportable
NDC
NDC Match Audit Report
Measure exact billed-to-purchased NDC match rates and build a patient-level exception list with billed NDC, ordered-NDC candidates, PBM, insurance, BIN, quantity, package, vendor, and invoice context.
AuditExportable
📦
Monthly Ordering Report
Compare wholesaler invoice value with insurance-paid amounts by purchase month. Use the ratio to identify periods for purchasing and cash-flow review; it is not an automatic order recommendation.
InventoryExportable
Simple Workflow

Three Steps to Complete Visibility

No IT department required. No complex integrations. Upload your existing reports and start seeing insights in minutes.

1
Upload Your Reports
Import dispensing reports and wholesaler invoices via CSV, Excel, or standard export formats from your pharmacy management system.
2
Reconcile Automatically
Our engine matches NDCs, normalizes package sizes, and flags discrepancies across purchase and dispensing records in seconds.
3
Act on Insights
Review reconciliation signals, exact-NDC exceptions, reimbursement estimates, and monthly purchasing comparisons. Download focused CSV tables or the multi-sheet Excel report.
Platform

Advanced Platform Capabilities

Advanced capabilities that make every report faster, more accurate, and easier to act on.

📁
Supported Data Import
Reads supported CSV, Excel, TXT, and TSV report formats in the browser and maps recognized dispensing and wholesaler fields.
  • ✓ CSV, XLS, XLSX, TXT, and TSV support
  • ✓ Exact aliases plus conservative semantic header detection
  • ✓ Common dispensing and invoice date parsing
  • ✓ Report-type and invoice-value validation
  • ✓ Progress tracking for large file uploads
📤
Browser-Generated Exports
Download focused tables as CSV or the complete current result as a native multi-sheet XLSX workbook.
  • ✓ Focused CSV controls on report tables
  • ✓ Native XLSX workbook with an NDC Match Audit sheet
  • ✓ Current filters applied to supported exports
  • ✓ Sensitive patient-level exports remain under pharmacy control
  • ✓ Files generated directly in your browser
🔍
Smart Matching Engine
Intelligent reconciliation that handles real-world pharmacy data complexity.
  • ✓ Exact-NDC and same-medication/strength review signals
  • ✓ Package-size and inventory-unit context
  • ✓ Supported multi-file wholesaler aggregation
  • ✓ Patient-level NDC exception worklists
  • ✓ PBM, insurance/BIN, date, medication, and status filters
🔐
Privacy-First Architecture
Your pharmacy data stays under your control at every step.
  • ✓ Browser-local processing by default
  • ✓ Allowlisted analytical projection to protected compute
  • ✓ TLS-protected account and compute traffic
  • ✓ Invite-only access with row-level policies
  • ✓ Usage and legal-acceptance records

See Every Report in Action

Get full access to all ten reporting modules and turn supported pharmacy data into focused, source-verifiable review worklists.

Request Access View Pricing