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Access Reports
Use the Reports button from the Main Menu to view Med-Stop reports. Reports are organized by category, and some reports may appear in more than one category.
Select a Report
The report list shows the reports available in the selected category. Each report includes a title and a short description of the data it contains.
To open a report, click its title bar. The selected report is highlighted and the customization area opens.
Customize the Data
Each report has its own filters and parameters. Use them to narrow the report to the information you need.
- Date ranges: Many reports include Start and End dates to limit the data to a specific period.
- Multiple values: Some filters include an Add button so you can select more than one value for a criterion.
Choose the Detail Level
Most reports can be generated with either of these detail levels:
- Show All Details: Displays all detail rows.
- Hide Details: Shows totals for a group of records.
The detail level may be available in the customization area or in the top report actions bar. If you select it from the top bar, the report is generated with that detail level.
View and Export
Reports can be generated in the following formats:
- PDF: The default format for Med-Stop reports and forms. You need a PDF viewer to view or print this format.
- Excel: Exports report data for further processing. Some reports are formatted specifically for Excel export.
- HTML Viewer: The fastest way to generate and download a report, although some formatting may be missing or misplaced.
Send a Report
If your Med-Stop level and security setup allow it, you can send a report directly to a fax number or internet e-mail address.
Generate the Report
To generate a report, click Process in the top left area of the Reports screen. A new browser window opens and the report is generated.
To restore the default selection and customization settings, click Reset.