The Reports page provides valuable insights across several key areas:

• Cases - View Surgio case data.
• Revenue -See revenue generated from cases.
• Sold/Billed Items - Track revenue from sold and billed inventory items.
• Replenishments - Monitor replenishment activity and trends.
• Inventory Activity - Review the movement and history of inventory items.
• Turns - Analyze item turnover rates to measure inventory efficiency.
• Late Loaners - A list of all loaners that are either outstanding, or been returned late.
• Loaner Utilization - A list of every loaner used on cases.

Customizing and Exporting Reports

• Apply Filters: Use filters to customize your data view based on your needs.
• Export to CSV: Export any report to a CSV file for deeper analysis or sharing.

How to Add the Reports Page to Your Top Navigation Bar

(Admin access required)

1. Navigate to Account Settings > My Company > App Settings.

2. Under Main Navigation Links, add "Reports" to the list.

This will allow quick and easy access to the Reports page directly from your top navigation bar.