Generating Reports

Overview

The Reports page allows you to generate and download compliance reports for inventory, dispenses, receipts, activity, and audit logs. All reports are saved to your Reports library and can be downloaded at any time.

Accessing Saved Reports

The Reports page displays all previously generated reports with the following information:

• NAME — Report title with date
• SOURCE — Type of report (Inventory, Dispenses, Receipts, Activity, Audit Log)
• FORMAT — File format (PDF or CSV)
• RECORDS — Number of records included
• SIZE — File size
• CREATED — Date the report was generated
• CREATED BY — Staff member who generated the report

You can filter saved reports by clicking the tabs at the top: All, Inventory, Dispenses, Receipts, Activity, Audit Log.

For each report, you can:

• Click the eye icon to preview the report
• Click the download icon to save the file
• Click the three-dot menu for additional options

Generating a New Report

Click Generate Report in the top-right corner to create a new report.

Step 1: Select Report Type

Choose the type of report you want to generate by clicking one of the tabs:

• Inventory — Current inventory levels and product details
• Dispenses — Prescription dispense records
• Receipts — Incoming shipment records
• Activity — All transactions (receipts, dispenses, adjustments)
• Audit Log — Complete record of all user actions

Step 2: Apply Filters

Each report type has specific filters to narrow down the data:

Inventory Reports:

• Status — All Statuses, In Stock, Reorder Needed, Out of Stock
• Drug Schedule — All schedules, or filter by Schedule II, III, IV, or V
• Visibility — Toggle to include hidden items

Dispense Reports:

• Start Date and End Date — Date range for dispenses
• Users — Filter by staff member
• Inventory Item — Search for a specific product
• RX Number — Search by prescription number

Receipt Reports:

• Start Date and End Date — Date range for receipts
• Wholesaler — Filter by specific wholesaler
• Users — Filter by staff member
• Inventory Item — Search for a specific product
• Invoice Number — Search by invoice number

Activity Reports:

• Date Range — Quick presets (Today, Last 7 Days, Last 30 Days, This Month) or custom range
• Start Date and End Date — Custom date range
• Transaction Type — All Types, Receipts, Dispenses, Adjustments
• Search — Find by item name, NDC, or reference number
• Users — Filter by staff member

Audit Log Reports:

• Start Date and End Date — Date range for audit entries
• Action Type — All Actions, or filter by specific action types
• Table — All Tables, or filter by specific database tables
• User — Filter by staff member

The report will display how many records will be included based on your filters.

Step 3: Select Columns

Choose which data fields to include in your report. Each report type has different available columns. Check the boxes for the columns you want to include.

You can click Select all to include all available columns, or Deselect all to start fresh.

Step 4: Choose Format

Select the file format for your report:

PDF — Formatted report with pharmacy header. Best for printing, official records, and regulatory submissions.

CSV — Comma separated values for spreadsheets. Best for data analysis, importing into other systems, or custom formatting.

Step 5: Name Your Report

The system auto generates a report name based on the type and date (e.g., "Inventory Report - Mar 3, 2026"). You can edit this name if needed.

Step 6: Generate

Click Generate Report.

The report will be created and saved to your Reports library. You can download it immediately or access it later from the Reports page.

Report Storage

All generated reports are permanently saved to your Reports library unless manually deleted. This allows you to:

• Reference historical reports during audits
• Compare data across different time periods
• Re-download reports without regenerating them
• Maintain a complete compliance record