What Reports Are Available in Purchase Orders?

Overview

SiCompounding provides flexible reporting options within the Purchase Orders (PO) module.
Users can generate on-demand reports, filter records using search criteria, and export results in PDF, CSV, or printed formats.

This guide walks through the available reporting tools and how to use them.

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Step 1: Access the Purchase Orders Module

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the large menu bar on the left.
3. Click SiCompounding (near the top).
4. From the icon menu across the middle of the screen, click Pharmacy to open the Dashboard.
5. From the blue sidebar menu on the left, click PO.

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Step 2: Open Purchase Order Reports

1. At the top of the Purchase Orders window, click Reports.
2. Select All Purchase Order Reports.

You are taken to the On Demand Reports screen, where: Step-by-Step: On Demand Reports & How they Work?

• Purchase Order is automatically selected as the module.

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Step 3: Generate Reports Using Search

1. Click the Search button at the top of the screen.
2. The Purchase Orders window opens in List View, displaying a found set of records.
3. Use the Search bar to filter records by:
   • PO Number
   • Vendor
4. Press Enter / Return on your keyboard to generate search results.

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Step 4: Report and Export Options

On the right side of the menu bar, three Report / Print icons are available.

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PDF Report

1. Click the PDF Report icon.
2. A dialog appears:

   “Exporting data from the found set of ### Purchase Order records to a PDF file on your desktop?”

3. Click OK to generate the report.
4. The PDF opens automatically and is saved to your desktop.

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CSV Report

1. Click the CSV Report icon.
2. A dialog appears:

   “Export data from the found set of ### Purchase Order records to a CSV Spreadsheet on your desktop?”

3. Click OK.

Select Columns

A window opens titled:

Select The Columns You Want To Include From The List Below

Available options:

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

Recommended workflow:

1. Click Clear.
2. Select commonly used columns.
3. Click Set as Custom to save the layout.
4. Test by clicking Clear, then Use Custom to restore the saved layout.

Export Options

At the bottom of the window:

• Stop and Close – cancels export
• Export and No Wait – continues in the background
• Export and Wait – waits until export completes

5. Choose an export option.

6. A dialog displays:

   “Generating Report”

7. When complete:

   “Your Report is Ready!”

8. Click the report name to download.

9. The Export Field to File dialog opens:

   • Adjust Save As name or location if needed
   • Optional:
     • Automatically open the file
     • Create email with file as attachment

10. Click Save.

11. Click Close to exit.

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Printed Report

1. Click the Printer icon.
2. A dialog appears:

   “Export data from the found set of ### Inventory records to a printer of your choice?”

3. Click OK.
4. The document opens and the system Print dialog appears.
5. Configure printer options (printer, presets, copies, pages, file format).
6. Click Print.

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Completion

✅ You have successfully generated, exported, and printed Purchase Order reports in SiCompounding.

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End of guide: What Reports Are Available in Purchase Orders?