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Yearly Medication Inventory Report

Use this report to generate a list of students and their medication inventory-related data for a selected year.

Only available if Enhanced Health Management is Enhanced Health Management is enabled and you have been granted security permissions to access.

Run the Yearly Medication Inventory Report

  1. Navigate to the System Reports page.
  2. Select Yearly Medication Inventory.
  3. Enter information as needed:

    Field

    Description

    Report Parameters

    To save any or all values for the next time you run the report, do one of the following:

    • Choose Save All. Note all checkboxes on the far right appear selected.
    • Select the checkbox on the far right of the value you want to save.

    Upon submitting, selected values will be saved.

    By default, Clear All is selected.

    Select Schools

    Indicate the schools for which you want to run the report by selecting the appropriate option:

    • Current School Only
    Students to Include

    Indicate which students you want to run the report for by choosing one of the following options:

    • The selected [x] students only to run the report for students in the current selection enrolled in the specified date range
    • All students to run the report for all students in the current school enrolled in the specified date range
    School YearIndicate the school year for which you want to run the report.
    Exclude HomeSelect the checkbox to exclude medication that is given at home from the report.
    Exclude PRNSelect the checkbox to exclude medication that is taken as needed from the report.
    Output TypeIndicate the format in which you want the report generated by choosing the appropriate option.
  4. Select one of the following options:
    • Run Now
    • Schedule
  5. If Schedule is selected, enter information as needed:

    Field

    Description

    Start DateEnter the date you want to run the report.
    Start TimeEnter the time you want to run the report.
    Run OnceSelect this option to run report only once.
    Repeat
    1. Select this option to schedule how often you want to run the report.
    2. Enter the repeat cycle options for DailyWeeklyMonthly or Yearly.
    3. Enter end date range options for DailyWeeklyMonthly or Yearly.
  6. Click View once the report is completed.
    Click Refresh to update the status of the report.
    Thoroughly review the report to verify that the formatting and content are correct. If the report provides the data you need and is formatted properly, print it from this page or save it to another application. For more information, refer to Report Formatting.

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