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Sets Report

The Sets Report lists out all the Sets that match the Filters you selected.

Each Booking Sheet item is listed (in the order they appear on the Booking Sheet) with all of its' Sets. In the example below we only asked for Sets from "Medical Distributor" if we had selected more Distribution Centres their Sets would be included as well.

For each Set we have 4 columns
  • Shipped : This is the number of times the Set was Shipped to a Procedure, this includes times when a Sales Associate "Shipped" the Sets themselves.
  • Not Used : This is the number of times a Set was Shipped to a Procedure and there was no usage recorded for it.
  • # Products Sold : This is the total number of Products that were sold from this Set.
  • Sales : This is the total value of the Sales from this Set. You can hover the mouse over the sales figure (if it is not $0) to see the figure split into List Price & Account Price. The List Price is recorded against a sale if the Procedure is at an Account that does not have a special price agreed for the sold product.
Each Item has these columns aggregated. And a Grand Total is also calculated for all Instruments and all Implants.

The Instruments and Implants sections of the report open and close, when you run the report they will both initially be closed. If you click on the small arrow button on the right that section will open. In the below example Implants has been opened, Instruments has been left closed.