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 is it?
Start by navigating to 
Reports.
Under the Statistics heading, select Product Serials.
Enter in the details
Complete the Report Parameters in the available fields.
Parameters Explained
Click here for more about what each field represents.
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Enter a specific serial # to filter the report |
| Item # | Enter a specific Item# to filter the report |
| Status | 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 |
Output |
Choose the format of the report |
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Note: Setting the Excel output allows for custom sorting and quick calculations. |
Report 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