What Reports are Included in Orders?

Overview

The Orders Reports feature in FileMaker Pro provides multiple reporting options to support operational, sales, compliance, and regulatory needs. This guide walks through how to access Orders reports and explains each available report option in detail, including filtering, exporting, and printing workflows.

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Accessing Orders Reports

1. Click the FileMaker Pro icon to open the application.
2. When FileMaker opens, locate the large menu bar on the left side of the window.
3. Click SiCompounding (near the top of the menu).
4. In the next window, click Pharmacy from the icons across the middle of the screen to open the Dashboard.
5. In the blue sidebar menu on the left, click Orders.
6. At the top of the Orders window, click the Reports button.

A popup list will appear with the available Orders report options.

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Orders Report Options

All Reports

• Selecting All Reports opens the On-Demand Reports window.
• The Orders module is selected by default.

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Shipping Report

1. Select Shipping Report.

2. A dialog appears prompting you to Select a date range entered below.

   • Enter a Start Date and End Date.
   • Leave the End Date blank to run the report for a single day.

3. Click OK to process the report.

4. A Generating Report dialog appears.

5. When complete, the Your Report is Ready! dialog displays.

6. Click the report name to download it.

7. The Export Field to File dialog opens:

   • Change the Save As name or file location if needed.
   • Optionally select Automatically open the file and/or Create email with file as attachment.

8. Click Save, then Close.

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Sales Report

1. Select Sales Report.
2. Enter a valid Report Date in the dialog.
3. Click OK.
4. Wait for the Generating Report dialog to complete.
5. In Your Report is Ready!, click the report name.
6. In Export Field to File, adjust save options if desired.
7. Click Save, then Close.

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Detailed Sales Report

1. Select Detailed Sales Report.
2. Enter a Start Date and End Date (leave blank for a single day).
3. Click OK.
4. Wait for the Generating Report process to complete.
5. Click the report name in Your Report is Ready!.
6. Use Export Field to File to save, open, or email the file.
7. Click Save, then Close.

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APC Dispensing Report

Alliance for Pharmacy Compounding (APC)

1. Select APC Dispensing Report.
2. In the dialog, select a Start Date and End Date.
3. Click Print.
4. After Generating Report, click the report name to download.
5. Save using Export Field to File options.
6. Click Save, then Close.

Report Columns (9):

• Drug Name
• Drug NDC
• Strength
• Dosage Form
• Date Dispensed
• Patient Date of Birth
• Patient Gender
• Patient Zip
• Patient Species

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PCCA Dispensing Report

Professional Compounding Centers of America (PCCA)

1. Select PCCA Dispensing Report.
2. Choose Start Date and End Date.
3. Click Print.
4. Download the report when ready.
5. Save or email using Export Field to File.

Report Columns (12):

• Dispensed Date Shipped
• Rx Number
• New or Refill
• Drug Name
• Dispense Quantity
• Dispense Price
• Dispense Cost
• Gross Profit
• Payment Type
• Provider Name
• Sales Rep Name
• Therapeutic Class

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BoP Dispensing Report

State Board of Pharmacy

1. Select BoP Dispensing Report.
2. Choose Start Date and End Date.
3. Click Print.
4. Download and save the report.

Report Columns:

• Dispensed Quantity Dosage UOM
• Dispense Quantity Dosages
• Dispense Date Shipped
• Drug Name
• Lot Picked
• Patient Address
• Patient Name
• Provider Address
• Provider Name
• Rx Number
• Shipping Address
• UOM

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Patient Counseling Report

1. Select Patient Counseling.
2. Enter Date From and Date To using the calendar or manual entry.
3. Click Print.
4. The report opens for the selected date range.

Available Actions:

• Save as Excel
• Save as PDF
• Print

When saving as PDF:

• Choose file name and location.
• Optionally open automatically or email as an attachment.

To close the report:

• Go to the FileMaker Pro menu bar.
• Click File → Close.

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Additional Orders Reporting Options

Filtered Queue Reports

Filtered Queues generate reports based on a predefined found set of Orders.

Example Workflow:

1. Under the Intake Process, click To Verify.

2. The found set updates to show Orders needing verification.

3. Refine further using:

   • Select Staff dropdown
   • Just My Orders checkbox

4. Use the Search box to filter by:

   • Order Number
   • Date
   • Patient Name
   • Press Enter/Return to apply.

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Generating Reports from a Found Set

1. Click View All.
2. The detailed view of the first record appears.
3. Click List View (top-right menu bar).
4. Review the found set.
5. On the right side of the menu bar, choose one of the report icons:

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PDF Report

• Confirms export of the found set to a PDF on the desktop.
• Click OK to generate and open the PDF.

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CSV Report

1. Confirm export to CSV.

2. Select columns in Select The Columns You Want To Include.

3. Use:

   • Clear
   • Select All
   • Set as Custom
   • Use Custom

4. Choose export option:

   • Stop and Close
   • Export and No Wait
   • Export and Wait

5. Download and save using Export Field to File.

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Printed Report

• Confirms export to a printer.
• Select printer, presets, copies, and pages.
• Click Print.

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Search-Based Reports

1. Click the Search button at the top of the Orders window.
2. Enter Order Number, Date, or Patient Name.
3. Press Enter/Return.
4. Use the PDF, CSV, or Printed Report icons as described above.

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Completion

This completes the step-by-step guide for What Reports Are Included in Orders.