Advanced Reporting with Microsoft Dynamics 365

Advanced Reporting, Built-In. No Spreadsheets Required.

In healthcare, finance leaders can’t afford delays when the board, auditors, or compliance teams ask for data. With Microsoft Dynamics 365, your reporting is always real-time, structured, and traceable — because it’s generated from integrated workflows, not ad-hoc Excel sheets.

What You Get

1. Role-Based Dashboards

Custom views designed for key decision-makers:

  • CFO: Budget vs actual, fund utilization, inter-department transfers
  • Procurement Head: Vendor performance, pending GRNs, PO vs invoice gaps
  • Store & Pharmacy: Stock aging, consumption trends, non-moving items

2. Built-In Audit Trails

Every transaction tracked — approvals, edits, posting dates

  • Automated subledger and ledger tracking
  • Ready for internal and statutory audits

3. Smart MIS Builder

Drag-and-drop interface for building reports on CAPEX, grant utilization, or project spends

  • Segment reports by department, vendor, specialty, or patient group
  • Export-ready formats for board-level summaries

Examples of Ready-to-Use Reports

Revenue & Billing
  • Patient Billing Summary
  • Debtor Ageing with Patient Details
  • Revenue Deduction Register
Vendor & Procurement
  • Supplier Ageing Report
  • Pending GRNs vs PO Tracker
  • Consumption Reports
Finance & Compliance
  • Fund Allocation vs Utilization
  • CAPEX Status Dashboard
  • Bank Reconciliation Summary

Structured for Compliance

Finance reports and data models are pre-aligned with regulatory mandates, including:

Income Tax Act & GST

TDS, 26AS mapping, vendor compliance

Companies Act & CSR

Grant tracking, provisioning

Hospital Internal Audits

Settlements, recovery status, billing gaps

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