Resource Center

Inventory

Reports

  1. Navigate to Inventory
  2. Click on 'Reports'
  3. Select the report you want to view, from the listed reports
    Inventory Reports
  4. Specify the date range, and click on 'Show Report' button to generate report. You can also include/exclude inactive products from the reports. 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
  5. If needed, Administrator can export the report either as a .PDF file or .CSV file, by clicking on the required option
    Export Reports
  6. 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 in nature and applicable for all the inventory reports.