Product Serials Report

  • Updated

This report displays a list of products with trackable serial numbers
Utilize it to its potential and stay up-to-date on your patient inventory.


where-sm.pngWhere is it?

Start by navigating to Invoice-Icon.png Reports.

Under the Statistics heading, select Product Serials.


complete-sm.pngEnter in the details

Complete the Report Parameters in the available fields.


Parameters Explained

Click here for more about what each field represents.

Serial #

Enter a specific serial # to filter the report

Item #
Enter a specific Item# to filter the report

Check this if you would like to only include new patients that had completed appointments

Created From/To
Check this to include the first invoice amount

Used From/To 
Select to export to PDF or Excel format


Choose the format of the report



Note: Setting the Excel output allows for custom sorting and quick calculations.

sample-sm.pngReport Sample:

Click on the image to view a larger sample of the excel output.


Columns & Calculations

Click here for more about what each field represents.
  • Item #
  • Item Name 
  • Serial # 
  • Patient # 
  • Patient Name 
  • Appt # 
  • Invoice # 
  • Status 
  • Created At 
  • Used At 




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