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Controlled Substances Report
Controlled Substances Report

Keep track and review the usage of your Controlled Drugs.

Sophia avatar
Written by Sophia
Updated over a week ago

Keep track of your controlled substances directly in Digitail. You can access the report here
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Filters

You can use multiple filters in order to generate specific reports.

  • Date (by default, the report displays today's changes)

  • Type (in case you want to filter only the product administrations, the stock adjustments, or the receptions)

  • Products (for finding specific products)

  • Staff (the staff member that sold the product, or adjusted the stock)

  • Client (for finding products administered/sold to specific clients)

  • Patient (for finding products administered/sold to specific patients)

Report details

The report includes all the products marked as 'Controlled Substances' in Product Directory. The report displays the following information:

  • Product name

  • Date (when the product was administered, removed from the stock, or added to the stock)

  • Product Details (category, expiration date, batch, supplier)

  • Doc. No. (record/sale number + link or reception number + link)

  • Staff (the staff member that sold the product, or adjusted the stock)

  • Type (product administration, stock adjustment, or reception)

  • Client (name, phone number, email, and address)

  • Patient (name, breed, gender and neuter status, date of birth)

  • Quantity change (the quantity that was added to the stock, adjusted or sold/administered to a patient)

  • Balance (product quantity left after the change in both units and subunits)

  • Reason (displays the reason logged for manual stock adjustments, if any)

πŸ“Œ You can drag and drop the column around to change their order.

πŸ“Œ You can change the width of the columns by hovering over their right side.

Export

You can easily generate a PDF or Excel of this Report.

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