Resource Center

Inventory

Reports

  1. Navigate to 'Inventory > Reports'
  2. Select the Report you need to view from the list.
    Inventory Reports
  3. Specify the date range and click on the 'Show Report' button to generate a Report. You can also include/exclude inactive products from the Reports. The Report entries can be grouped by Product Name, Store Name, Facility code, etc. This can be handy when your Practice has multiple stores.
    Show Report
  4. If needed, the Administrator can export the Report either as a .PDF file or .CSV file by clicking on the required option.
    Export Reports
  5. While exporting to PDF/CSV, you can choose the columns to be exported, arrange the columns, and choose an appropriate layout.
    Export Inventory Options

    Note: These operations are generic and applicable to all Inventory Reports.