Order Reports
Individual View individual orders by week or by date range(schedule and/or continuous). Select the user you would like to view with the dropdown or select all. You man also filter the report by a specific certificate ordered. Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range.
Vendor View orders by vendor. Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range. Click 'View Report' to generate the report. To make ordering easy and track able, select the vendor to view with the checkbox on the left. All certificates purchased from that vendor will be displayed in detail.
Detailed Listing View a complete detailed listing of orders placed. This report can be filtered by users and/or certificate and by date range. Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range. Any combination can be used to filter the results as long as a date range is part of the filter.
Inventory Reports
Current Inventory Current listing creates a report for all current inventory. You may filter the report by the vendor, the status of the certificate, and whether its a special order or regular(status).
Inventory History This report is available via an Add-On to Scrip Manager. The Inventory History Report will show the certificates along with the quantity and amount in inventory at the time the inventory was logged. An option to also display the cost of the inventory is available by selecting the checkbox on the report form.
Purchase Orders View purchase orders by vendor. Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range. Select the vendor to filter the results, or select All Vendors.
Unfilled Orders/Certificates This report shows a list of all certificates that have not been filled. Results may be grouped for better analysis.
Inventory Adjustments This report lists all adjustments that were made to your inventory. Filter the results by user and/or certificate. Select the date range for the adjustments your are looking for.
Accounting Reports
Payments Posted This reports lists all payments posted to a users account. Select the user from the dropdown filter. Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range.
Payments Outstanding This reports lists all payments outstanding for a users account. Select the user from the dropdown filter. Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range.
Credits Posted This reports lists all credits posted to a users account. You may filter this report by who the credits were posted from and who they were posted to. The schedule filter allows you to select the type of credit posting schedule you used. Select the date range that corresponds to when the credits were posted to the user.
Credits Outstanding This reports lists all credits outstanding for a users account or from a purchasing user. You may filter this report by who the credits were posted from and who they were posted to. The schedule filter allows you to select the type of credit posting schedule you used. Select the correct ending order date and/or order week. This report will generate all outstanding credits based off the filters selected up to orders ending on the dates you selected.
Miscellaneous Credits This reports lists all miscellaneous credits manually added to user's accounts. These are not posted credits. Miscellaneous credits are included in a user's credit earned calculation. Miscellaneous credits is an Add-on.
Expenses This reports lists all expenses between a selected date range. Select the desired date range and whether to include shipping from purchase orders.
Miscellaneous Reports
Certificates This report allows you to view your certificate list. You may filter this list by vendor and/or status.
Users This report allows you to view your user list.
User Summary This report generates a summary of user activity for a selected period(amount ordered, credits earned) Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range.
User Statements This report generates a summary of user activity for a selected period(amount ordered, credits earned) Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range.
Certificate Summary This report generates a summary of certificate activity for a selected period(amount ordered, credits earned) Select checkbox next to the date range that corresponds to your order schedule and use the filters to limit the range.
Need a custom report? Custom reports are available starting at $10. Open a support ticket for information.