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Reports

The Reports screen is available to anyone with the View Reports permission. There are three ways to get data out of HLMIS:

  1. The standard reports — ten ready-made reports as fixed tabs.
  2. Custom Reports — reports an administrator builds for your deployment (standalone mode only).
  3. View Mode — running any report across the stores below you.

All of these show data for one store at a time — the store you are signed in as, or (in View Mode) the store you are looking at.

The standard reports

The Reports screen

TabShows
Issuing ReportEverything dispensed or wasted through Issuing
Arrival ReportStock received into the main store, by batch and supplier
Return ReportStock returned up the hierarchy
Distribution ReportStock sent down the hierarchy to other stores
In Stock ExpiredStock you are still holding that is past its expiry date
Expired ProductsBatches that have expired, whether or not still held
Stock SummaryOpening balance, receipts, issues, adjustments, closing balance per product
Product DailyDay-by-day movements for a product
WastageEverything written off, by reason
InventoryCurrent stock and recent counts/adjustments

Reading and exporting a report

  • Set a date range at the top; the table refreshes for that window.
  • Each report has its own columns suited to what it shows.
  • Every report offers a printable view (a formatted PDF headed with your store's name, for filing or sending) and Export to Excel.

A report with data

Empty is not a fault

In the Bluewater sample data there are no expired or near-expiry batches, so In Stock Expired and Expired Products come back empty — that is correct, not a fault.

Custom Reports

In standalone (non-DHIS2) deployments, a Custom Reports tab appears after the ten standard tabs. It opens the report runner.

The Custom Reports runner

Running a custom report

  1. Pick a Report Profile from the dropdown. Only profiles an administrator built for your deployment are listed here — the ten standard reports already have their own tabs, so they are left out.
  2. Set the date range.
  3. Fill in any filters the profile asks for (some profiles let the person running the report narrow it further at run time).
  4. Optionally choose a Sort by column and order, and cap the output with Show only the top N.
  5. Click Run. The result appears as a table.
  6. Export CSV downloads it. (Custom reports export to CSV only; the ten standard reports above keep their branded PDF and Excel exports.)

Building a report profile (administrators)

Report profiles are created and edited under Maintenance → Custom Reports, not on this screen.

The Custom Reports profile list

A profile has:

  • A Key and Label, and a base record type it reports on (stock movements, orders, inventory, and so on).
  • Columns — chosen from fields on the base record and on records related to it, plus computed columns that count or total across groups.
  • Fixed filters — conditions that always apply (for example "only wastage movements").
  • Run-time filters — a field the person running the report chooses a value for each time.
  • An optional date-range field — which date the report's date range filters on.

Profiles can be edited, deactivated, or deleted from the same screen. The ten standard reports are seeded as profiles on a fresh deployment and are fully editable — changing one changes the matching standard tab.

View Mode

A user whose store has other stores reporting to it can run every report on this screen — the ten standard reports and Custom Reports — against any of those stores from View Mode, without signing in as someone else. Some reports also aggregate across the stores beneath the one picked, so a regional manager can pull an Arrival or Wastage report for a district without that district having to send it.

View Mode

DHIS2 deployments

When HLMIS is synced with DHIS2, aggregated stock figures are also pushed to DHIS2 on a schedule. The connection and push settings live under Maintenance → Settings — see Settings and Integrations. The Custom Reports tab is hidden in DHIS2 mode.