Topic

Reporting

7 articles on this topic, newest first.

  1. Sending monthly stock reports from OpenBoxes to DHIS2

    How OpenBoxes Lift fills your monthly stock form in DHIS2: the figures it sends, how the timing works around the 1st and the 10th, and what to set up first.

  2. What happens to your data if you leave a hosted provider

    What to ask any host about leaving, and what OpenBoxes Lift offers: database backups, the account data export, cancelling versus closing, and what is kept.

  3. Your stock data in Excel or Power BI with Power Query

    Bring daily stock, expiry, order and activity figures into Power BI or Excel with a Power Query recipe: the key, the values choice and small refreshes.

  4. A scheduled CSV export for your accountant (or your donor report)

    Get stock, value and activity figures as CSV files every day, week or month: how to get them to an accountant, and their limits for a donor report.

  5. Catching stock-outs before the clinic does: a daily routine

    A short daily check for store managers: what is at zero, what is below minimum, what is on order, and how OpenBoxes Lift can email it to you each morning.

  6. Expiring stock: redistribute, return or write off, and how to decide in time

    Work out whether a lot will be used before it expires, then choose between redistributing, returning to the supplier or writing it off, in OpenBoxes.

  7. Months of stock: how to calculate it and read a low number

    How to calculate months of stock from average monthly consumption, adjust for stock-out days, read it against min and max levels, and find it in Lift.

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