reports:misc_built-in_reports

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reports:misc_built-in_reports [2019/10/16 13:56] – [11.08. Other Reports] Emily Porrelloreports:misc_built-in_reports [2025/05/07 03:42] (current) – [Sync report] Gary Willetts
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-{{indexmenu_n>70}} +{{indexmenu_n>110}} 
- +====== 13.11. Other reports ======
-====== 11.08. Other reports ====== +
 =====  ABC analysis ===== =====  ABC analysis =====
 {{ :reports:reports2-2.png }} {{ :reports:reports2-2.png }}
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 Check this box to view the report directly in your chosen Spreadsheet program. Check this box to view the report directly in your chosen Spreadsheet program.
  
-=====  Quotation Summary =====+=====  Quotation summary =====
  
 {{ :reports:reports2-4.png }} {{ :reports:reports2-4.png }}
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 There is an additional filter, the Date filter, allowing you to specify the dates on which the Quotations you are examining were created or modified, and the radio button toggles display of the quotations' expiry date (// Quotation valid date// ) on or off. There is an additional filter, the Date filter, allowing you to specify the dates on which the Quotations you are examining were created or modified, and the radio button toggles display of the quotations' expiry date (// Quotation valid date// ) on or off.
  
-=====  Sync Report =====+=====  Sync report ===== 
 +This report allows you to track simple remote site activity. There is more in depth remote site activity available on the mSupply dashboard (see the [[https://docs.msupply.foundation/dashboard/introduction/]] page for details). To run it, choose //Report// > //Sync report...// from the menus. There are no filters and the report will open automatically in your default spreadsheet application. It looks like this:
  
-This report allows you to to track remote site activity.  It is available from the special menu. The report is only visible in the menu if you're on a primary server (the main server in a sync system).+{{ :reports:pasted:20250507-034016.png?700 }}
  
-{{:reports:syncreport.jpg }} +===== Debtors and creditors =====
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-=====  Debtors Creditors =====+
  
 The following reports are available: The following reports are available:
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 If you want a report for all customers, leave the entry field blank. Click // OK// and a report will be produced for any customers who match the criteria entered. Note that customers with no amount outstanding will not have a statement printed for them. If you want a report for all customers, leave the entry field blank. Click // OK// and a report will be produced for any customers who match the criteria entered. Note that customers with no amount outstanding will not have a statement printed for them.
  
-=====  Transport Report =====+=====  Transport report =====
  
 This report allows you to print information about the transport details for a range of invoices. This report allows you to print information about the transport details for a range of invoices.
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 Click "OK" to run the report.\\  Note that transport details can only be entered on customer invoices if you have checked the "We use box numbers" option in the Preferences Click "OK" to run the report.\\  Note that transport details can only be entered on customer invoices if you have checked the "We use box numbers" option in the Preferences
  
-=====  Prescriber Report =====+=====  Prescriber report =====
  
-This report (v1.93 onwards only) allows you to view the total value, mean item value and item count for prescriptions dispensed for each prescriber.+The Prescriber report allows you to view the total value, mean item value and item count for prescriptions dispensed for each prescriber.
  
 You will be shown a window with the normal date range options, and the option to report only on prescibers whose type field is set to a certain type. You will be shown a window with the normal date range options, and the option to report only on prescibers whose type field is set to a certain type.
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 =====  Backorder report ===== =====  Backorder report =====
- +This report shows the backorders that have been placed for items. Backorders are made when there is insufficient stock to meet the requirements of an order placed by the customer. Information about the item code, item name, current stock, customer code, the backordered quantity (number of units, not packs) and the date of the backorder is displayed.
-This report shows a list of Items that are not available or insufficient stock is present to meet the requirements of the order placed by the customer. Information about the item code, item name, current stock, customer code, b/ord quantity is displayed.+
  
 If you are running a backorder system this gives you a quick way to check if backordered items are now in stock so they can be supplied to customers. If you are running a backorder system this gives you a quick way to check if backordered items are now in stock so they can be supplied to customers.
  
-=====  Suggest price list additions... =====+=====  Suggest price list additions =====
  
 Note: the price list menu items are for those organisations that produce a price list or price indicator. (It is useful to call your publication a "price indicator", as it implies the published price is a guide, and not a fixed price). You are asked to specify the number of transactions and the number of months (e.g. 2 transactions in the last 3 months) that would make an item eligible for inclusion in the price list. A search is performed using the criteria you enter, and a list of items is shown that meet the criteria but are marked as not being in your price list. You can double-click on items in the list and click their "price list" check box to add them to the price list. Note: the price list menu items are for those organisations that produce a price list or price indicator. (It is useful to call your publication a "price indicator", as it implies the published price is a guide, and not a fixed price). You are asked to specify the number of transactions and the number of months (e.g. 2 transactions in the last 3 months) that would make an item eligible for inclusion in the price list. A search is performed using the criteria you enter, and a list of items is shown that meet the criteria but are marked as not being in your price list. You can double-click on items in the list and click their "price list" check box to add them to the price list.
  
 =====  Update price list ===== =====  Update price list =====
 +This item updates the catalogue or price list prices of items with prices from their current stock lines. All items have separate catalogue prices in each store and they are displayed on the //Misc// tab of an item's details window catalogue (see the [[items:item_basics:tab_misc|]] page for details). 
  
-This item updates the prices of items from the item line on hand that has the most stock.+When you click on the //Update price list// option, the report options window is shown, allowing you to check what price is used:
  
-Only items whose "price list" check box is checked are updated.+{{ :reports:report_price_list_update_options.png?450 |}}
  
-Each line of stock is evaluated to determine which stock line you have the most of. That line is used as the indicator price for its item.+  * **the price of the largest batch in stock**: sets the price list (catalogue) price to the sell price of the batch with the largest number of units (pack size x number of packs) in stock. 
 +  * **the price of the highest priced batch in stock**: sets the price list (catalogue) price to the sell price of the batch with the highest price (i.e. highest sell price/batch pack size value) of all current batches in stock. 
 + 
 +Note that in both options, the //Catalogue pack size// is also set to the pack size of the batch that is used to set the catalogue price. 
 + 
 +Only items whose //On price list// check box is checked are updated. If no items have this checked then mSupply aill tell you so and the update won't run.
  
 Note that if an item has no stock, then the price for that item will not be altered. Note that if an item has no stock, then the price for that item will not be altered.
  
-It is a good idea to run the "suggest price list additions" report first.+mSupply will show you the progress of the update and will also tell you when it is complete. 
 + 
 +It is a good idea to run the "suggest price list additions" report before running this function.
  
 =====  Price list ===== =====  Price list =====
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 Click the OK button to run the report. Click the OK button to run the report.
  
-===== Manage Reports =====+===== Manage reports =====
  
 Choosing this item shows a list of built-in reports and any custom reports which have been designed: Choosing this item shows a list of built-in reports and any custom reports which have been designed:
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 This button allows intrepid souls to save face by undoing the damage they have done to a particular report! The report that was installed with mSupply will be reloaded from the disk, and any changes you have made to the version stored with the data will be discarded. This button allows intrepid souls to save face by undoing the damage they have done to a particular report! The report that was installed with mSupply will be reloaded from the disk, and any changes you have made to the version stored with the data will be discarded.
  
-== Revert All ==+== Revert all ==
  
 This button returns all in-built reports to their original state when you installed mSupply; exercise caution when using it. Custom reports which you have designed are not affected. This button returns all in-built reports to their original state when you installed mSupply; exercise caution when using it. Custom reports which you have designed are not affected.
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 All reports are automatically saved by mSupply in the default folder. There may be occasions when you wish to save one or more reports on a removable storage medium - e.g. a pen drive - and this button allows you to do this; a window appears allowing you to specify the location in which you wish to save the selected reports. All reports are automatically saved by mSupply in the default folder. There may be occasions when you wish to save one or more reports on a removable storage medium - e.g. a pen drive - and this button allows you to do this; a window appears allowing you to specify the location in which you wish to save the selected reports.
  
-// Previous:  [[reports:atc_reports|16.07. ATC and DDD code based reports]]    Next: [[reports:manage_reports|16.09. Manage Reports]]//+\\ 
 +\\ 
 +|  //  Previous:  **[[reports:atc_reports]]** | | Next: **[[reports:manage_reports]]** //  |
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  • Last modified: 2019/10/16 13:56
  • by Emily Porrello