Ensure you have the Can access reports page and Can access stock reports permissions. If not, contact your Provet Cloud administrator for assistance.
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On the Reports page, select Stock management > Stock Level.
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On the Generate tab, define a time range by adding the Start date and the End date or by selecting a Quick select option, such as today, last week, or last month.
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Tip! To view stock on a particular day, add the desired date in the End field. To see changes in stock over time and show stock level fluctuations within a time range, add the Start date and the End date.
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Select the filters you want to use:
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Item Type: Select the types of items you want to include in your report, such as medicine, food, or supplies. Selecting multiple types will include all items matching those categories.
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Item Subgroup: Select specific subgroups to narrow down the report. If you select a parent subgroup, all its child subgroups will also be included.
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Item: Select specific items to include in the report. Selecting one or more items will display only those items in the report.
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Department: Select the department(s) for which you want to generate the report. Leaving this filter blank shows data for all departments.
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Stock Location: Select the stock locations you want to include if you have multiple locations enabled. Leaving this filter blank includes all locations.
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Group by: Choose how you want to organise the report layout:
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Stock item: Displays a summary and a detailed table for each item.
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Subgroup: Arranges the detailed table by item subgroups and includes a total summary.
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Batch information: Adds batch numbers and expiration dates for detailed insights.
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Select the following options if needed:
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Use weighted average in stock calculations: Applies weighted average calculations for stock assessments. Accurate results are ensured only if this setting has been active from the start of stock tracking.
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Show archived items: Includes items that have been archived. If not selected, archived items are shown only if deleted after the selected date.
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Show hidden items: Includes items marked as hidden in the item settings.
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Only items with manual stock entries: Limits the report to items with manual stock entries (e.g., additions, removals, or inventory adjustments). Excludes items with only automatic entries from counter sales, consultations, or purchase orders.
To view more information about column definitions and other report-related guidance, select the Show info button at the top of the page on the Generate tab.
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Select Generate report. Alternatively, you can export or print the report by selecting the Export / Print button.
The report will appear below the filter options, displaying the selected stock data. Note that sometimes report generation may take too long and you may receive a 'Timeout' error. In this case, try running the report again at another time or reduce the amount of data included (for example, shorten the time range).
Reports are saved in the background for 60 minutes. This means that when you generate the same report again with the same filter options, it will run faster because it only needs to check if the cached data is still valid.
Stock level reports typically consist of two main tables:
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Total Table: Shows the overall summary, including total figures for all sorted items. Use this table to quickly assess the aggregate stock levels and values across all selected items.
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Detailed Table: Provides a breakdown of individual item-level details, such as specific stock levels and values for each item.
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