Hippo Manager offers a variety of Inventory reports to support Inventory management and tracking.
Low Inventory Report
1. Select the Reports tab, and select Inventory Reports.
2. Select Low Inventory from the widget menu, and assign a Location, and desired file Format. Then select Get Report.
3. The Low Inventory Report will display:
- The inventory item, and assigned item category.
- The item's current cost price, and retail price.
- The assigned re-order level, and current quantity on hand.
Important Note: The items that populate in this report depend on what is assigned to the Reorder Level section in Items and Services. For assistance with assigning re-order levels, check out Administration: Creating and Editing Inventory Codes.
Expired Inventory Report
1. Select the Reports tab, and select Inventory Reports.
2. Select Expired Inventory from the widget menu, and assign a Location, and desired file Format. Then select Get Report.
3. The Expired Inventory Report will display:
- The inventory item, and assigned item category.
- The item's current cost price, and retail price.
- The assigned re-order level, and current quantity on hand.
- The item's expiration date that has been assigned during a receiving entry.
Important Note: The items that populate in this report depend on what is assigned to the item's receiving log. For assistance with assigning expiration dates, check out Management: Performing a Receiving Entry and Management: Updating Inventory Lot Numbers & Expiration Dates.
Controlled Substance Log Report
1. Select the Reports tab, and select Inventory Reports.
2. Select Controlled Substance Log from the widget menu, and assign a Location, and desired Date Range. Then select Get Report.
3. The Controlled Substance Log Report will display:
- The controlled drug, and assigned item details.
- A list of patients that have had the drug prescribed along with details about that sale.
Important Note: The items that populate in this report depend on the item having Controlled Substance toggled on within Items and Services. For assistance with assigning an item as a controlled drug, check out Administration: Creating and Editing Inventory Codes.
Item List Report
1. Select the Reports tab, and select Inventory Reports.
2. Select Item List from the widget menu, and select the desired file Format. Then select Get Report.
3. The Inventory Item List Report will provide overview pricing for all items within your platform, and includes the following information:
Item History Report
1. Select the Reports tab, and select Inventory Reports.
2. Select Item History from the widget menu, and a desired Date Range along with the desired inventory item. Then select Get Report.
3. The Item History Report will display:
- The inventory item
- A list of patients that have had this item invoiced within the assigned date range.
- Summary revenue details
Helpful Tip
For assistance with managing or capturing data for weekly, quarterly, or annually reporting, check out Reports: End of Period & Reports: Processing End of Day