offers up to three independent reporting dimensions to help your organisation track financial data. You can use these dimensions to add labels to data, making it easier to track costs and revenue.
You can use one dimension, a combination, or all three:
Reporting dimension 1 (Cost Center / Department): Tracks where the work was performed (for example, Emergency Ward).
Reporting dimension 2 (Project Code): Tracks specific projects or, for example, research studies.
Reporting Dimension 3: Provides an additional layer for granular tracking to cover your organisation's needs.
Note
This function is currently only available in a limited number of customer environments.
This article explains how to set up and use Reporting Dimension 3. The feature is flexible and can be adapted for many use cases. For example, In Finland, the feature is intended to support compliance with the Veterinary Service Act by allowing organisations to label items as Core or Complementary services.
Enable Reporting Dimension 3
Before using Reporting dimension 3, an administrator must enable it and define the available labels.
Go to Settings > Organization > General > Organization settings.
Select Enable reporting dimensions.
Select Enable reporting dimension 3.
Configure how Reporting dimension 3 is displayed and applied in workflows:
Hide dimension 3 from consultation info and admit dialog: If selected, Reporting Dimension 3 is hidden in the consultation overview and during patient check-in.
Hide dimension 3 from consultation item rows: If selected, the dimension is hidden on item rows. If not selected, staff can adjust the dimension when adding items to consultations or counter sales.
Copy reporting dimension 3 from consultation if not set for item: If selected, automatically copies the consultation-level value to item rows when no item-level value is defined.
Select Save.
Customise the Display Name
You can rename Reporting dimension 3 to better reflect its purpose in your organisation.
Go to Settings > Organization > General > Organization settings.
In the Custom name for reporting dimension 3 field, enter a descriptive name, for example:
Service category
Funding Source
Select Save.
The custom name is shown throughout , including item dialogs, consultations, and reports.
Configure Reporting Dimension Values
To use Reporting dimension 3, you must define the available options in a list.
Go to Settings > List & Templates > Lists.
Select Add list.
From the Type drop-down list, select Reporting dimension 3.
Add a Name for the list.
Select Save.
Open the list by selecting its name. The list opens on a new page.
Add the required values as items to the list for example:
Core
Complementary
Grant-funded
Ensure that the status of the list is Active.
Set Default Values for Items
Assigning default values to items ensures information is automatically added to counter sales and consultations. This reduces manual entry errors and ensures consistent financial reporting.
Go to Catalog > Items.
Select the item you want to edit and select the pen button at the end of the item row.
Go to the Stock/ Usage tab on the item card.
Select a default value for Reporting dimension 3.
Save.
The selected value is automatically applied when you add the item to a consultation or invoice. You can still change this value manually if necessary.
Assign Reporting Dimension 3 to Consultation and Counter Sales Items
When you add an item to a consultation or counter sale, the Reporting dimension 3 field pre-populates with your chosen default.
The field appears in the Add Item dialogue alongside Reporting dimension 1 (Cost center) and Reporting dimension 2 (Project code).
Use the searchable drop-down list to change the value for Reporting dimension 3 if needed.
Example showing Reporting dimension 3 pre-filled automatically when adding a new food item:
Note
To edit the dimension at the item level in a consultation, the organisation setting Hide dimension 3 from consultation item rows must not be selected.
Reporting
After you enable Reporting dimension 3, it is available as a filter and grouping option in supported financial reports. This allows you to analyse revenue and item usage based on your custom categorisation, for example by service type or funding source. You can use Reporting dimension 3 in reports such as Item sales and General ledger, as well as other relevant financial reports that support reporting dimensions.