PharmX Portal Reporting Suite

What you'll need to get started

Your PharmX Portal Username and Password

Reports Available on PharmX Portal

There are several reports available on the report tab of the portal that you can run at any time and can be exported to excel. The reports available are:

Report	Description	Parameters to Set
Approved Accounts with Totals	A count of orders and invoices for the previous 30 days from a chosen date, listed by approved account number	Selecting a date will determine the date from which the report runs and provided 30 days of data prior to the date selected. The date selected must be at least one day prior to the current date.
Approved Businesses with Totals	A count of orders and invoices for the previous 30 days from a chosen date, listed by approved business (site)	Selecting a date will determine the date from which the report runs and provided 30 days of data prior to the date selected. The date selected must be at least one day prior to the current date.
Sites with NDSS Accounts	Used for suppliers of NDSS only	The dates parameters refer to the date the account was created and we suggest leaving the dates as they are.
NDSS Only Sites	Used for suppliers of NDSS only	The dates parameters refer to the date the account was created and we suggest leaving the dates as they are.
Approved Businesses with Total Lines	A count of order lines and invoice lines for the previous 30 days from a chosen date, listed by approved business (site)	Selecting a date will determine the date from which the report runs and provided 30 days of data prior to the date selected. The date selected must be at least one day prior to the current date.
Approved Businesses with Totals New	A count of orders and invoices from a chosen date for a chosen number of months, listed by approved business (site)	Selecting a date will determine the date from which the report runs and provided 30 days of data prior to the date selected. The date selected must be at least one day prior to the current date. You can also select the number of months you would like the report to provide data for.
Inactive Accounts for more than 3 months	A list of accounts that have had no activity in the last 3 months	The dates parameters refer to the date the account was created and we suggest leaving the dates as they are.
Requiring Action Accounts	A list of new accounts that have been added by the pharmacy or POS that require action from the supplier	The dates parameters refer to the date the account was created and we suggest leaving the dates as they are.