Reports

Purchasing

1. "New Product" Request Report
   
1. This Report will give you a list of product requests made with the most recent request at the top.
   
1. When the request was made and the Status of the request
   
2. Who approved or Declined the request as well as the Decision date.
   
3. Was it part of your Formulary and the reason the product was requested
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: "New Product" Request Report
2. Product Requiring Order Approval Report
   
1. This Report will give you a list of all of the products and the details of the Requests
1. When the Request was made and the Status of the Request
   
2. Who approved or Declined the Request as well as the Decision Date.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Product Requiring Order Approval Report
3. Purchase History Report
   
1. This Report will give you a list of all of the purchases with order numbers and products within each order.
   
2. This Report is customizable with various filters and date range options.
   
3. Select the link for more information: Purchase History Report
   
4. Received Products Report
   
1. This Report will give you a list of all Products received by order number.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Received Products Report
5. Order Activity Report
   
1. This Report will give you a list of all Orders with detail.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Order Activity Report
   

Expense Allocations

1. Expense Allocations Report
1. This Report will give you a list of all Orders with line allocations, sub-total, tax, and shipping.
2. This Report is customizable with various filters and date range options by the invoice date.
3. Select the link for more information: Expense Allocations Report
2. Budgeting Report
1. This Report will give you actual spend vs budget by location.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Budgeting Report

Inventory Control

1. Requested Products Report
1. This Report will give you a list of all Product Requests from inventory.
2. This Report is customizable with various filters.
3. Select the link for more information: Requested Products Report
2. Issued Products Report
1. This Report will give you a list of all Products issued from stock with details.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Issued Products Report
3. Inventory Count Audit Report
1. This Report will give you a list of products counted with the opening balance, count value, with a monetary difference.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Inventory Count Audit Report
4. On-Hand Report
1. This Report will give you a list of products with an OnHand value.
2. This Report is customizable with various filters.
3. Select the link for more information: On-Hand Report
5. Tracked Products Report
1. This Report will give you a list of products tracked by either expiration date, lot number, or serial number.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Tracked Products Report
6. Consignment Report
1. This Report will give you a list of products where Consignment is set on the product. 
2. This Report is customizable with various filters.
3. Select the link for more information: Consignment Report
   

Analytics

1. Manufacturer Report
1. This Report will give you a list of all Manufacturers displaying total spend, and percent of total spend.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Manufacturer Report
2. Sub-Category Report
1. This Report will give you a list of Sub-Categories displaying total spend, percent of total spend, and number of manufacturers.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Sub-Category Report
3. Quantity Evaluation Report
1. This Report will give you a list of products over a given time period and frequency.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Quantity Evaluation Report
4. Formulary Analysis Report
1. This Report will give you a list of products purchased in formulary vs non-formulary.
   
1. If this report is run in a multi location business you will see what percent of locations are buying products.
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Formulary Analysis Report
   
5. Total Spend by Product Report
   
1. This Report will give you a list of unique products purchased: quantities ordered, price, and percent of spend.
   
2. This Report is customizable with various filters and date range options.
   
3. Select the link for more information: Total Spend by Product Report
   
6. Monthly Purchase Totals
   
1. This Report will display monthly totals by Vendor.
   
2. This Report is customizable with various filters and date range options.
3. Select the link for more information: Monthly Purchase Totals Report