About the Item Audit Report
The Item Audit Report displays the detailed transactions for one or more inventory items over a span of time of up to 6 months.
Accessed via the REPORTS menu, use this report to audit one or more inventory items, which could help when researching an inventory count issue, for example. With the flexibility of this report, it can be used for many purposes.
Validate Patient Activity by inventory item, including dispenses and returns
Confirm Restock activity by inventory item
Display inventory Adjustments to show changes to inventory counts not related to other types of transactions
Display non-billable Waste transactions to help identify drug handling or expiration issues
Display drug Transfers to and from other locations
Display Verify Inventory activity (i.e., when a Storage Area is opened to count inventory)
Report Parameters
Sites
Use the checkboxes to select the Sites to include in the report. The current Facility (site) is selected by default.
Transaction Types
By default, all Transaction Types are selected. To include only specific types of transactions, uncheck All Transaction Types, then check the corresponding boxes.
Storage Areas
To include only specific Storage Areas, uncheck All Areas, then check the corresponding boxes.
Date Ranges
Use the Date Ranges filters to show transactions from a specific span of time.
Dispensed
By default, the last two weeks are selected. Use the Dispensed date fields to filter the Item Audit Report by the date the transactions were done (shown as Dispensed), not by date of service.
Date of Service
Use the Date of Service date range to filter the Item Audit Report by the treatment date, regardless of the date the transaction was completed in Lynx.
More Report Parameters
Filters
To show only transactions related to a specific Lot Number, enter it under Filters.
Include Categories
Only items in the categories selected in the Include Categories section are included in the Item Audit Report.
Report Options
Show Transaction ID - Includes Lynx Transaction ID column when checked
Custom Format - Click Select Columns to change which columns are included in the report, whether on-screen, printed, or exported to Excel (click round arrow for 2nd example image).
LOAD ITEMS
If you change any Report Parameters, make sure to click LOAD ITEMS to refresh the Report Item Selection list, as this list only shows items with transactions that match the currently selected parameters.
Report Item Selection
When LOAD ITEMS is clicked, only items with transactions in the selected Date Ranges and that match the other selected Report Parameters are listed under Report Item Selection.
Item Filter
Use the Item Filter to narrow the displayed list in specific ways.
Currently Active - Include only items that are currently loaded in the facility's Lynx formulary.
Previously Active - Include only items that are no longer in the facility's Lynx formulary (i.e., deleted from the site).
All (default) - Include any item with history.
To search the Report Item Selection list for specific items, use the Item or Brand Name, Item Code, and Catalog # fields.
Item Selection
By default, all items listed are selected.
To quickly include all or none of the items listed, use the SELECT ALL or DESELECT ALL button.
To select a single item from the list
Scroll down to the item and click it once to select it. When one item is selected, the other items turn white.
To select an additional item (i.e., add another item to the selection)
Locate the item in the list (scrolling, if necessary), being careful not to click another item until you are ready.
Hold the Ctrl key on your keyboard down and click the additional item to select it.
To add more items to your selection, repeat the Ctrl + click process (click round arrow for 2nd example image).
Running the Item Audit Report
With inventory items selected under Report Item Selection, the report can be viewed onscreen, or downloaded to Excel for further analysis.
To display the report onscreen for the selected items, click VIEW.
Click DOWNLOAD EXCEL to download the report for the selected items.
Report Results
When VIEW is clicked, the Item Audit Report opens in a new browser popup.
Each item is displayed with a header that shows various information about the item, such as item Name, Brand name, Category, Item Code (usually NDC), Catalog #, etc.
Transactional data is displayed for the item, with a break before the next item's header is displayed.
For convenience, the buttons to DOWNLOAD EXCEL, SEND TO PRINTER, and CLOSE WINDOW are displayed at both the top and bottom of the Item Audit Report popup.