Inventory & Services Usage Reports
In More > Inventory & Services, the Usage Report and Usage Summary Report provide data on product consumption with different levels of detail.
Report | Description |
|---|---|
Usage Report | Displays all invoiced products during a specific date range and details of the invoiced line item, including Client, Patient, Date, Provider, and Location. This report is most commonly used to calculate provider productions. It is also useful for tracking performance metrics, staff productivity, and resource utilization. You can filter this report by location and break down the report by provider. Use the Select product(s) drop-down menu to run the report for only one or more specific products. |
Usage Summary Report | Displays aggregate sales information for all products during a specific date range. This report is designed to provide high-level insights into sales trends and performance at your location. You can filter this report by product ID, name, code, type, and category. You can also select Only Show Enabled to filter out products that are disabled for your location. |
Which report should I run?
Run the Usage Report when you want to see which items were sold, who sold them, and to whom they were sold. This is the only Inventory & Services report that includes provider and patient information.
Run the Usage Summary Report when you want to see sales data for all of your organization’s products, including products that were not sold at all during the set date range.
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Because the Usage Summary Report includes all product codes for your organization, we recommend emailing the report and saving it as an Excel file for more advanced filtering capabilities.
Change Location in Usage Summary Report
By default, the Usage Summary Report displays sales data for only your selected location in the Global Navigation toolbar. To view data for a different location, change the location in Global Navigation.
To view aggregate Usage Summary data for all locations in your organization, select the Email All Locations Report button to send a report Excel file to a specified email address.