Reports

Updated 9 months ago by Steven Garand

Report Selection Grid:

Classic Style Report Header:

New Style Report Header:

Included Standard Reports

Click here to view the included standard reports (custom reports provided upon request).

Reports can be viewed, downloaded in various formats, and sent as a link in an EMail.
The EMail link to a report requires the recipient be an RxWeb user with proper permission to open the report, except for public reports which can be opened by anyone.
Some reports require parameters be entered before the report can be viewed.
A recipient can click on a report link at any time to view the latest up to date information. There is no need to resend the link.

Options

  1. Classic Report
    1. Click on the left and right arrows on this toolbar to navigate to the pages on the report. 
    2. Zoom in or out of the report using the % pull down menu.
    3. Find values in the report by entering what to find then hitting the Find or Next buttons.
    4. Click on the Floppy Disc icon to get options to open the report in Word, PDF or Excel. 
    5. Print the report by clicking on the button with the printer icon (you will be prompted to choose one of your local printers).
  2. New Report
    1. Click on the left and right arrows on this toolbar to navigate to the pages on the report. 
    2. Zoom in or out of the report using the - or + buttons or using the pull down menu or set to full screen using the broken square button.
    3. Find values in the report by clicking on the magnifying glass button.
    4. Click on the Floppy Disc icon to get options to open the report in various formats. 
    5. Print the report by clicking on the button with the printer icon (you will be prompted to choose one of your local printers).
    6. Print a page of the report by clicking on the button with the printer and page icon.

Actions

  1. Run A Report:
    1. Click on Orders from the menu on the left side of the window.
    2. Click Reports.
    3. In the Choose Report window, click on the Open Report (pencil icon) button on the row.
    4. Enter any report parameters and hit the Open/Refresh button.
    5. The report is displayed in the web page with a report tool bar at the top, shown above
  2. Email A Report Link:
    1. Click on Orders from the menu on the left side of the window.
    2. Click Reports.
    3. In the Choose Report window, click on the Email Report (mail icon) button on the row.
    4. In the Send Email To window choose the recipients. If a desired recipient is not listed, enter the Email address in the Other Email text box - Multiple recipients are allowed.
    5. Send the Email to the recipients from the default Email application that opens on the computer.


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