Payouts & financial reports: Detailed earnings export report
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We’re slowly rolling out an updated platform to make ordering your favourite products easier. Click the image below if your prescriptions appear like this:
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Fullscript is getting a facelift.
We’re slowly rolling out an updated platform to make ordering your favourite products easier. Click the image below if your prescriptions appear like this:
Learn more
Practitioners
In this article:
Overview
Downloading the detailed earnings export report
Report column headings and definitions
Overview
The detailed earnings export report provides a line per line export of items purchased through your dispensary. It includes transaction dates, patient details, SKUs, selling and retail prices, purchased quantities, and prescribing practitioners.
Like any of your reports, this export can serve as a starting point for analyzing your sales activity and allocating earnings to staff in your dispensary. Once downloaded, you can edit and manipulate the file as needed; the original version will always be available to download again from your reports page.
Tip! Dispensary owners will always have access to view and download reports. Grant reporting access to additional practitioners and staff from the Permissions tab in your Dispensary Settings.
Downloading the detailed earnings export report
This report, and other financial reports, are only available after your first successful payout.
To download the detailed earnings report:
- Select your name or avatar to open the practitioner menu, then click Reports. On mobile devices, select the menu ( ), followed by your name or avatar, then tap Reports.
- Scroll to the Detailed Earnings Export heading.
- Select a year from the drop-down menu.
- Select CSV for an unformatted comma-separated values file that is compatible with other reporting/analytics software, or select Excel to download a formatted .xslx file.
Report column headings and definitions
The table below outlines column headings and their descriptions found in the detailed earnings export report.
| Column headings | Description |
|---|---|
| Activity date |
The date the activity (e.g., shipment or refund) occurred. This should align with the transaction date column. |
| Activity type |
The activity (e.g., shipment, refund, or payout) that generated the row in the report. New activities will generate additional rows; rows are not overwritten. For example, if a shipment activity is generated and a refund occurs, both activities are displayed in the report. |
| Order date |
The date the patient/client order was placed. |
| Transaction date |
The date the transaction occurred i.e., payout, refund, or shipment event. This should align with the activity date column. |
| Payout date |
The date a payout activity was initiated. Displayed for payout activities only. Note: May not align with deposit dates in bank accounts due to the additional time it takes for transfers to be recognized by financial institutions. |
| Order number |
The unique Fullscript order number (e.g., R111222333) that's generated when patients/clients place an order. |
| Transaction number |
The shipment or refund event's unique identifier. |
| Payout number |
The payout report's unique identifier. |
| SKU |
A SKU (i.e., stock-keeping unit) is a unique ID that defines a product. SKUs aren't shared between products; variations (e.g., size, flavor, formulation) have their own unique SKU. Note: This report generates a row for every SKU included in patient/client order. |
| Quantity |
The number of units purchased for the associated SKU. |
| Unit selling price | The selling price is the manufacturer's suggested retail price (MSRP) less the patient discount. This amount is the patient/client cost per unit. |
| Total selling price | The total selling price is the manufacturer's suggested retail price (MSRP) less the patient discount. This amount is the patient/client cost for all ordered quantities of the associated SKU. |
| Unit MSRP price |
The manufacturer's suggested retail price (MSRP) for one unit. |
| Total MSRP price | The total manufacturer's suggested retail price (MSRP) for all quantities ordered of the associated SKU. (i.e., MSRP x Quantity column) |
|
Amount |
Monetary value ($) contributing to or deducting from the running balance of earnings to be paid (i.e., payout event) to the dispensary. Note: Shipments contribute to the running balance; refunds and payouts reduce the running balance. |
| Patient or client name | First and last name of patient or client. |
| Patient or client email | Email address of patient or client. |
| Prescribing or recommending practitioner | The name of the practitioner that prescribed/recommended the product to the patient/client. If not prescribed/recommended, this field will be empty. |