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Reports and Excel

Dashboards, scheduled exports, cover sheets, letters and monthly reports — no manual totalling.

What you get

  • Dashboard with pipeline and day-over-day changes
  • Scheduled exports and reports
  • One-page A4 cover sheet and letters
  • Doctor-wise, deduction-wise and payment reconciliation reports

How to use it

  1. Open the Reports or Export tab
  2. Pick a report and a date range
  3. Download Excel or print

Related guides

Install ECHS Sarthi for the first timeLoad the extension in Chrome or Edge in under two minutes.Update to a new versionReplace the files and reload — without losing any data.Set up AI document readingAdd your own AI key so the extension can read bills and prescriptions.
Reports and Excel
Reports and Excel (sample data)