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:
- 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.
- If you are at a Practice Level then the default display is all data from your specific practice.
- Search field utilizing SKU, Desc., etc.
- Select from drop-down filters to limit results
- Once you have utilized filter options click Build Report
- Download options include PDF or Excel.