Inventory - Product Search Report

Product Search Reports are custom reports created with the purpose of identifying specific products within your inventory catalog. 

Instructions

Your practice may have custom reports created and listed within the Product Search screen, and/or, you can Add Report and Import Report.

Add Report

1. Access Reports > Inventory > Product Search.
2. Click the + icon.
3. Select Add Report.
4. Within the Query Details section, input a report Name, which is the only required field. Complete the additional fields, as appropriate to your situation.
5. In the Available Fields section, click the arrow to expand the Product category and review all options available.
6. Drag and drop Available Fields to the Search Criteria section. Note: This is the information you want pulled from the product catalog. 
   • An additional field for Operator becomes available after you have populated a Search Criteria. Complete the search criteria by selecting from the dropdown menu(s), as needed.
7. Drag and drop Available Fields to the Result Fields. These fields are the data points that display on your report.
8. Drag and drop Available Fields to the Sort Fields.
   • This is how you want the data sorted and displayed on your report.
   • If you need more than three fields, we recommend exporting to Excel.
9. Click 'Save.' The report displays within the list of reports. 
10. Beside the newly created report, click the icon for Run Report.

Import Report

1. Access Reports > Inventory > Product Search.
2. Click the + icon.
3. Select Import Report.
4. In the Import Queries modal, select the report to import.
5. Click 'Import.' The report displays within the list of reports.
6. Beside the newly created report, click the icon for Run Report.

Additional Information

• When learning to create custom queries, it might be beneficial to start with only a few search criteria and sort fields. Run the report to verify the data is the information you wanted and it is displaying in the way you intended. Then open the report and update the query with more search and sort fields. 
• If you run the report and a grid does not display, or, you run the report and a grid displays without data, verify the Search Criteria section is accurate. 
  • If you continue to have issues, we recommend you start with one search criteria and one sort criteria - run the report, and then continue to build from there in order to find the search criteria that is not pulling accurately.