How to Create and View MIS Report in SwilERP Pharmacy

MIS Report Prepare and View

How to view MIS Report in SwilERP Software


What is MIS View Report? 

MIS report stands for the management information system. In the simplest terms, an MIS report does describe as a system that provides essential information for the management of your company. MIS report highlights the day-to-day business activities, enabling you to monitor your business progress. 
Simultaneously, the MIS view is an essential report in SwilERP for checking or seeing management information system-related reports. It is a beneficial report for analyzing all inventory, purchases, purchase returns, sales, sales returns, etc. 

With SwilERP software, users can view different types of reports. From here, we can access the MIS report on various labels. As written below:

  1. Stores
  2. Inventory[Items]
  3. Purchase
  4. Purchase Return
  5. Sales
  6. Sales Return
  7. Payroll               

Start with Login in the SwilERP dashboard to initiate the process:
  1. Go to Analysis > MIS View.
  2. After that select the option as per your requirement.

Reference Window:
AnalysisSwilERP Dashboard

Step 1.) How to view Report in the Stores Section:

  1. When the users want to view the details in the MIS reports of Scheduled wise products, Sales Detail, Purchase Details, and Product Detail, for that follow the below given easy steps:-
  1. Click on the View tab.
  2. Here in MIS View reports, you get reports according to Product Category wise stock and other details in the following manner.
Reference Window:
Product Category wise stockStore Tab Window

Step 2.) How to view Report in Inventory [Item] Section:

  1. Select the Category Wise Stock Value in the Report Analysis section.
  2. If the user wants to apply the filter in the report, select the Product tab and use all required filters.
  3. Click on the View tab. Screen as per below- 
 Note:- Here, you can generate Stock reports according to different requirements like Category wise, Marketing Company-Wise, Highest Stock Item-Wise, Item Not Sold / Below Min. Level / Above Max Level.

Reference Window: 
Category Wise Stock ValueInventory Tab Window

To view the Report in Chart Format: 

  1. From the Inventory[Items] section.
  2. Select any data of column.
  3. Click on the Chart Tab, and select the chart form in which you convert the report.
Note: By following these steps, you can convert the report of all other sections into a Chart format.

Reference Window:
Chart formatChart Tab Window

Step 3.) How to View Report in the Purchase Section:

  1. Select the Category Wise Purchase in the Report Analysis section.
  2. Select the Duration as in the Date Between/This Week/This Month/Today.
  3. If the users want to apply the filter in the report, select the Product/Series tab and use all required filters.
  4. Enter the Date Range 'From to To' if you choose the "Date Between" option in the Duration tab.
  5. Now, click on the View tab.
Note:-  Here we can generate purchase reports in a different type of views such as Vendor wise, Due Orders, Category wise, Date wise, Product wise, Tax code-wise, Brand wise, Marketing company wise, and top payment vendors for the given date range and accordingly filter Product and Transactions Series.

Reference Window:
Purchase sectionPurchase Tab Window

Step 4.) How to view Report in the Purchase Return Section:

  1. Select the Category Wise Purchase Return in the Report Analysis section.
  2. Select the Duration which you want to view in the report as in the Date Between/This Week/This Month/Today.
  3. If the users want to apply the filter in the report, select the Product/Series tab and use all required filters.
  4. Enter the Date Range 'From to To' if you choose the "Date Between" option in the Duration tab.
  5. Now, click on the View tab.

Note: Here we can generate purchase return reports in different types of views like Vendor wise, Category wise, Date wise, Product wise, Tax code-wise, Brand wise, and Marketing company-wise for the given date range and accordingly filter Product and Transactions Series.


Reference Window:
Purchase Return Tab Window

Step 5.) How to view Report in the Sales Section:

  1. Go to the Sales tab.
  2. Select the Customer-wise Sales in the Report Analysis section; as per the requirement, users can select the other options also.
  3. Select the Duration to view in the report as the Date Between/This Week/This Month/Today.
  4. Enter the Number of Records as how many entries you want to view in the report.
  5. If required, apply all the filters in the Product/Series tab.
  6. If selecting the "Date Between" in the Duration tab, enter the Date Range 'From to To.' 
  7. Now, click on the View tab.

Note: Here we can generate Sales reports in a different types of views like Customer wise, Product wise, Sales Person wise, Category wise, Tax code-wise, Brand wise, Date wise, Marketing company wise, User date wise, and top collection customers for the given date range and accordingly filter Product and Transactions Series. 


Reference Window:
view detailsSales Tab Window

Step 6.) How to view Report in the Sales Return Section:

  1. Go to the Sales Return section.
  2. Select the Customer-wise Sales in the Report Analysis Tab.
  3. Select the Duration in which you want to view the report.
  4. Enter the Number Of Records; how many entries do you want to view.
  5. Select and apply filters in the Product/Series tab, if required.
  6. If selecting the "Date Between" in the Duration, enter the Date Range 'From to To.' 
  7. Now, click on the View tab.
Note: Here we can generate Sales return reports in a different types of views like Customer wise, Product wise, Category wise, Tax code-wise, Brand wise, Date wise, Marketing company-wise, and User date wise for the given date range and accordingly filtered Product and Transactions Series.
​
Reference Window:
Sales detailSales Return Tab Window

Step 7.) How to view Report in Payroll Section:

  1. Go to the Payroll section.
  2. Select the Employee List option in the Report Analysis tab.
  3. Click on the View tab.
Note: In MIS View we have reports for Payroll also. from here we can generate reports like Employee List, In-Service Employee, Registered Employee, and Top 10 Sales Person.

Reference Window:
graphic formatPayroll Tab Window

How to take Print and Preview:

    If the user wants to take the printout of any report, follow the below-given steps.
  1. Go to the Display tab.
  2. Click on the Preview tab to view the report before printing.
  3. To take the printout, click on the Print tab.
Reference Window:
Print and PreviewPrint & Preview Tab Window

How to export into Excel format:

  1. Go to the Display tab.
  2. Click on the 'T' point and select the export format in which you want to export your report.
Reference Window:
Excel formatExport Tab Window

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