Reports (Web App)

Why Use This Function:

The Stock Movement Detail Report gives the Practice a complete and transparent audit trail of every stock item’s activity within a selected time period. This Report not only shows essential details such as opening and closing balances, unit prices, transaction types, running totals, and supplier information, but also provides a clear breakdown per stock item and per warehouse.

By using this Report, you are able to closely monitor how stock is moving, identify discrepancies, detect patterns of usage, and ensure that all transactions are accurately captured. This improves accountability, supports compliance, and helps reduce risks such as loss, theft, or overstocking. In addition, the report enables more informed financial and operational decisions, ensuring that resources are used efficiently while maintaining the right stock levels for smooth day-to-day operations. 

• This user manual will start on the Reports screen.

• For more information on how to navigate to the Reports screen, please refer to the user manual: Reports Segment.
  
  
• Click on the Add New button.

• The Report Profile screen will open.

• Select the Stock option on the Report Category drop-down menu.

• Select the Stock Movement Detail on the Report Type drop-down menu. 

• The Add/Edit Report Profile of the Stock Movement Details will open.

• For more information on a generated Stock Movement Detail Report, please refer to the user manual: Stock Movement Detail Report.

• Alternatively, Click on the Report Profile drop-down menu to select the desired Report Profile that was saved previously. 

• For more information on how to Save a Stock Report Profile for future use, please refer to the user manual: How to Save Stock Report Profiles.

• Click on the Generate Report button to create the report.

• A Notification will appear to advise that the Report is being generated in the background.

• A Second Notification will appear once the Report has been successfully generated.

• The Report will then appear on the Report List screen.

💡Please Note: The Report may take a while to load. If the Report does not appear on the list immediately, Click on the Updates Results button to refresh the Report List.