Generate Transfers Report

You can generate the Transfers Report from the Reports panel of the Inventory Management template.

1. On the MLTS Reports template, expand the Reports panel.
2. Select the Transfer Report icon.
   The MLTS CR Reports Prompts template for the Med Transfer Report opens.

   

3. Select the Start Date and End Date fields to enter a date range.
4. From the Practice field, select a practice.
   The report defaults to the practice that you are logged on to. However, you can select another practice.
5. In the Locations panel, select the locations from the Location Name grid.
   The locations move to the Selected Locations grid and sub-locations for the selected locations appear in the Sub-Location Name grid.
6. Select the required sub-locations in the Sub-Location Name grid.
   The sub-locations move to the Selected Sub-Locations grid.
7. In the Medications panel, select the source types from the Source grid.
   The sources move to the Selected Sources grid.
8. In Transfer Status, change the default status from Both to one of the following:
   • Checked-In. medication transferred that are checked into inventory
   • Not Checked-In. medications transferred that have not been checked into inventory and remain in the Transfer Information panel on Inventory Management.
9. Select either Generate Report or OK.
   The report is generated as per the selected criteria.