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Reports help you monitor your Med-Stop information and your company's status. You can filter them to show just what you need and subtotal the data for a clear picture.

Steps

1. Select Reports in the main menu, then choose a report category.
2. Select the report's title. The report is highlighted and its customization options open. Select the title again to close it.
3. Set the report parameters. Most reports have Start and End dates, and some filters let you add more than one value.
4. Choose the detail level:
   • Show All Details: the full report with every detail row.
   • Hide Details: summary totals for each group of records only.
5. Choose the output. PDF is the default for reports and forms and needs a PDF viewer. Excel exports the data for further processing; some reports are formatted specially for Excel.
6. Select Process. The report opens in a new browser window.

Tips

• Select Reset to return the selection and filters to their defaults.
• If the report window does not open, allow pop-ups for Med-Stop.
• If your access level allows it, some reports can be sent directly to a fax number or email address.
• Check the company, date range, and filters before relying on totals.