Usage Report

The Usage Report is used to calculate provider productions, items sold and to whom the items were sold.

To generate the Usage Report:

1. Go to More > Inventory & Services > Reports > Usage Report.

2. Leave the Select product(s) search field blank to search ALL products sold at the selected location.

3. Select Download All, then open the downloaded report in Excel.

To manually calculate provider production in Excel:

1. Once the Excel document is open, choose between Usage Totals and Usage Order Items.

   • You may need to click Enable Editing to continue.

2. Select the row with the headers (i.e., Name, categories, type, etc.)

3. Navigate to the Filter & Sort drop-down and select Filter.

   • Notice the down arrows next to each header; use these arrows through the sheet and remove unwanted items.

   • Manually calculate each line item based on doctor production percentage.

   • Submit the report to the Finance department.