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43 changes: 43 additions & 0 deletions Care/Operations/userbycount_invoicecreated_ssmm.md
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# User by Count - Invoice Created

> Number of invoices created by each user with status breakdown, ordered by activity level

## Purpose

This query tracks invoice creation activity by user, showing how many invoices each staff member has created along with a breakdown by status (draft, balanced, issued). It's useful for measuring billing staff productivity, workload distribution, and understanding invoice processing stages.

## Parameters

| Parameter | Type | Description | Example |
|-----------|------|-------------|---------|
| `invoice_date` | DATE | Filters invoices by creation date | `DATE(emr_invoice.created_date) = '2026-01-06'` |
| `user_name` | TEXT | Filters by user name | `'John'` |

---

## Query

```sql
SELECT
CONCAT(u.first_name, ' ', u.last_name) AS user_name,
COUNT(inv.id) AS total_invoices,
SUM(CASE WHEN inv.status = 'draft' THEN 1 ELSE 0 END) AS draft_count,
SUM(CASE WHEN inv.status = 'balanced' THEN 1 ELSE 0 END) AS balanced_count,
SUM(CASE WHEN inv.status = 'issued' THEN 1 ELSE 0 END) AS issued_count
FROM emr_invoice inv
JOIN users_user u ON inv.created_by_id = u.id
WHERE inv.deleted = FALSE
-- [[AND {{invoice_date}}]]
-- [[AND CONCAT(u.first_name, ' ', u.last_name) = {{user_name}}]]
GROUP BY u.first_name, u.last_name
ORDER BY total_invoices DESC;
```


## Notes

- Only includes active invoices (deleted = FALSE)
- Results are ordered by invoice count (highest to lowest) to show most active users first


*Last updated: 2026-01-06*
39 changes: 39 additions & 0 deletions Care/Operations/userbycount_purchasedelivery_ssmm.md
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# User by Count - Purchase Delivery

> Number of supply deliveries recorded by each user, ordered by activity level

## Purpose

This query tracks supply delivery activity by user, showing how many supply deliveries each staff member has recorded. It's useful for measuring inventory staff workload, delivery processing patterns, and identifying the most active delivery recorders in the system.

## Parameters

| Parameter | Type | Description | Example |
|-----------|------|-------------|---------|
| `supplydelivery_date` | DATE | Filters deliveries by creation date | `DATE(emr_supplydelivery.created_date) = '2026-01-06'` |
| `user_name` | TEXT | Filters by user name | `'John'` |

---

## Query

```sql
SELECT
CONCAT(u.first_name, ' ', u.last_name) AS user_name,
COUNT(sd.id) AS total_supplydelivery
FROM emr_supplydelivery sd
JOIN users_user u ON sd.created_by_id = u.id
WHERE sd.deleted = FALSE
-- [[AND {{supplydelivery_date}}]]
-- [[AND CONCAT(u.first_name, ' ', u.last_name) = {{user_name}}]]
GROUP BY u.first_name, u.last_name
ORDER BY total_supplydelivery DESC;
```


## Notes

- Only includes active supply deliveries (deleted = FALSE)
- Results are ordered by delivery count (highest to lowest) to show most active staff first

*Last updated: 2026-01-06*
41 changes: 41 additions & 0 deletions Care/Operations/userbycount_servicerequest_ssmm.md
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# User by Count - Service Request

> Number of service requests created by each user, ordered by activity level

## Purpose

This query tracks service request activity by user, showing how many service requests each staff member has created. It's useful for measuring staff productivity, workload distribution, and identifying the most active service requesters in the system.

## Parameters

| Parameter | Type | Description | Example |
|-----------|------|-------------|---------|
| `servicerequest_date` | DATE | Filters service requests by creation date | `DATE(emr_servicerequest.created_date) = '2026-01-06'` |
| `user_name` | TEXT | Filters by user name | `'John'` |

---

## Query

```sql
SELECT
CONCAT(u.first_name, ' ', u.last_name) AS user_name,
COUNT(sr.id) AS total_servicerequest
FROM emr_servicerequest sr
JOIN users_user u ON sr.created_by_id = u.id
WHERE sr.deleted = FALSE
-- [[AND {{servicerequest_date}}]]
-- [[AND CONCAT(u.first_name, ' ', u.last_name) = {{user_name}}]]
GROUP BY u.first_name, u.last_name
ORDER BY total_servicerequest DESC;
```



## Notes

- Only includes active service requests (deleted = FALSE)
- Results are ordered by request count (highest to lowest) to show most active users first


*Last updated: 2026-01-06*