Inventory Reports

You can run a variety of custom reports to help monitor daily and weekly Inventory activity.

A Product Overview is a report which shows all Ordered, Received, and Activity information related to one product within one Inventory location.

Note: The report will list other locations if an item activity relates to another location.

Example: If an item is transferred between locations, the Loc From/To column will list a location in the report.

To run a Product Overview:

  1. Open the Inventory module and click the Product Levels tab.
  2. From the Location drop-down list, select a location and click Search.
  3. Right-click a listed item and select Show Product Overview to display the Product Overview window.

  4. Select the Report Start Date checkbox.

    5. The calendar date field defaults to one month prior.

  5. (Optional) From the drop-down, select a different calendar date.
  6. (Optional) Select the Show all Inventory Counts checkbox.
  7. Click OK.

    8. The Product Overview report opens in Crystal Reports.

There are several reports in the Info Manager module > Clinical Mgt tab that pull information from the Inventory module.

You use these reports the same as other Info Manager reports. You can customize, create, filter, save, and print or export them.

  • Inventory Orders: Lists all orders made, including date ordered, item ordered, and order status at the time of the report.
  • Inventory Products: Lists products currently in Inventory, including product classifications, unit, and the vendor purchased from.
  • Inventory Product Levels: Lists current product levels information, including location code, product classifications, balance, unit, and re-order details.
  • Inventory Goods Received: Lists all received items, including product location code, audit date, P.O. #, goods received type, product classifications, quantity, balance, unit, cost, expiry date, location from code, and vendor.
  • Inventory Activity: Contains Inventory activity information, including location code, activity type, product classifications, adjustment code, order #, activity quantity and cost, location from code, and vendor.

    • Note: Several Inv. Act. Type column values reflect activity information from the Dispensary/Inventory integration. Usage refers to the products that are removed from the Inventory module, while Check-out and Check-in refer to the items that are removed from / returned to the Dispensary module.