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Usage Report


Step 1
When you open the Usage Report tab you will see the first step of a 5 step process. In this step all the fields are required. You'll select what Report Type you want, the options being: Sets Report, Procedures Report, Hospitals Report, Sales Associates Report and (on the Company site) Distributors Report. When you run the report, you will be able to switch between these Report Types easily using the buttons in the Filters Summary at the top of the report.

You then need to select the Date Range you are interested in, and if you are on the Company site, which Distribution Centres Procedures you want to include.

Once you have selected the required fields click the Next button.


Step 2
The second step has a few optional fields that you can use to limit what Procedures will be included in the report.
  • Segment allows you to select a Procedure Type, if you don't select anything all Procedure Types will be included in the report. If you do select a Procedure Type, you will be able to open the Booking Sheet later to further filter the report down to specified sets.
  • Surgeon allows you to select which Surgeons you are interested in. If you don't select any Surgeons this filter will be ignored (ie all Surgeons will be included in the report)
  • Sales Associate allows you to select which Associates you are interested in. If you don't select any Associates this filter will be ignored (ie all Sales Associates will be included in the report)
  • Hospital allows you to select which Hospitals you are interested in. If you don't select any Hospitals this filter will be ignored (ie all Hospitals will be included in the report)

Once you have selected the optional fields you want to filter on, click the Next button.


Step 3
The third step allows you to select which Distribution Centres you are interested in. The Sets from the selected Warehouses will be included in the report. You have to select at least one Warehouse in this step.

This selection is different from the Distributor field in Step 1. In Step 1 you were selecting which Procedures you were interested in, in this step you are selecting which Sets you are interested in.

Once you have selected the Warehouses you want to include, click the Next button.


Step 4
The forth step allows you to review the filters you have already selected. If you selected a Segment in Step 2 you will be asked is you want to open the Booking Sheet. If you check this checkbox you will move onto Step 5 when you click the Finish button. If you don't check it, the report will be run when you click the Finish button.


Step 5
If you checked the Bookng Sheet checbox in step 4 the Booking Sheet for the Segment you selected will be opened. Use the Tabs at the top to switch between the Instruments and the Implants Booking Sheets. You can use these to select specific items that you are interested in. If you do not select anything this stage will be ignored (ie all items on the Booking Sheet will be included in the report).

Once you have selected the items you want to include click the Submit button to run the Report.