Tracked Products

Tracked Products

Tracked Products Report

This report is limited to products with an OnHand inventory value and where you have enabled tracking; lot number, serial number, or expiration date.

Customize Options

Once you access the report there is a default of displaying all of your Tracked Products but you can customize/refine your filter to a specific order by:

Filter options:
  1. If you are at a Corporate Level then you will be able to see the report for all practice locations within the corporation by default.
    1. If you are at a Practice Level then the default display is all data from your specific practice.
  2. Search field utilizing SKU, Desc., etc.
  3. Select from drop-down filters to limit results
  4. Once you have utilized filter options click Build Report
  5. Download options include PDF or Excel.

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