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Once you have selected your options and filters click (blue star) to run the report.

Report

The Report window is divided into four tabs.

  • POS by Alphabetical Order

  • Dispensary by Alphabetical Order

  • POS by Product Group

  • Dispensary by Product Group

The top of the report has Print or Export options and the bottom of the window displays summary totals.

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Display Options

You can move columns around by clicking and holding the column name and moving it to the position you want. You can also sort by any column by left clicking once on that column name. Clicking it a second time will reverse the order of the sort.

Export

Click Export to show Export options for this report.

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You can export the report to a file, email a selected file. You can also open the results in Bulk Stock Edit or export to Orders (as an order, or a transfer)

Export to File

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  1. Select To Selected File

  2. Select the reports you want to save. Each will save to its own file

  3. For each report select the columns you wish to include

  4. Click Save to File

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The standard windows Save As options will be displayed. Give the file a name and in the Save As Type drop down select a file type to save as.