High-cost drug reporting in Fred Office Plus

Fred Office Plus

Overview

This article outlines two reports that may be used to monitor high-cost drugs based on their cost price, without creating an item group or department.

Depending on your requirements, these two reports provide information based either on the date the item was sold or the date the item was dispensed.

Itemised transaction details report

This report will allow you to view details of the sale where the cost price is greater than a defined amount.

This report is based on the date and time the item was sold through the registers.

1. Generate the Itemised Transaction Details Report:
   1. Go to Reporting, then select Batch reports, then select Itemised Transaction Details.
2. Choose a predefined filter for Transactions Between, such as Last Month and click Run Report. This will allow the report to be saved.
   

Suggested report layout and filtering

1. Right-click on the Transaction header and click Ungroup.

2. Customise the report using Column Chooser
   

   GP% or Margin % is not available in this report.

   • Department
   • Transaction Date
   • Sales Description
   • Qty Sold
   • Cost Ex
   • Ext Cost Ex
   • Ext Retail
   • Gov Recov
   • Profit

3. Right-click the Cost Ex and select Filter Editor. Click the equal sign and change it to Greater than. Enter the specified cost value.

   

4. If required, click + then click Add Condition. Select Department and enter the name of the department (Ethical).
5. Click Apply then click OK.

Dispensed scripts report

This report will allow you to view script details where the cost price is greater than a defined amount.

This report is based on the date and time the item was dispensed.

1. Generate the Dispensed Scripts report:
   1. Go to Reporting, then select Script reports, then select Dispensed Scripts.

2. Choose a predefined filter for Transactions Between, such as Last Month and click Run Report. This will allow the report to be saved.

   

Suggested report layout and filtering

1. Customise the report using Column Chooser
   
   • Dispense Date
   • Script Number
   • Script Type
   • Drug Description
   • Drugs Strength
   • Drug Form
   • Pack Size
   • Cost Ex
   • Gov Recov
   • Patient Contribution
   • Script Amt
   • Profit
   • Margin %
2. Right-click the Cost Ex and select Filter Editor. Click the equal sign and change it to Greater than. Enter the specified cost value.
    
3. Click Apply then click OK.

Save and schedule

Once the report has been customised:

1. Click Save Report.
2. Enter a name and description (optional).
3. Click Set Sharing Options.
4. Click OK.

For more information on saving reports, see Emailed and scheduled reports.