What reports can I run as a distributor in Beacon?
Jump to:
Sales and Events Reports
Inventory Reports
Beacon is full of reports to help you view, analyze, and export your data. This article provides you with an extensive list of reports, report descriptions, and links to relevant articles.
Sales and Events Reports
The Total Sales report provides a comprehensive overview of your sales performance. At a glance, you'll see the total number and value of sales events, sales locations, and facility-specific data, along with key financial metrics such as commission and profit. This report also highlights top-selling items. Link to Report.
The Facility Stock Sales report focuses specifically on the performance of your facility stock items. This targeted report mirrors the comprehensive structure of the Total Sales report, but narrows its scope to facility stock sales only. It provides a clear view of how your on-site inventory is performing.
The Revenue Calculator empowers you to explore potential revenue growth scenarios. This interactive tool displays your current revenue and allows you to input percentage price increases, instantly revealing the additional revenue that could be generated. The dashboard also provides a detailed breakdown, showing how individual catalog items would be affected by the price adjustment, giving you a clear picture of the impact across your product range.
Stock Adjustment Report:
The Stock Adjustment Report features a comprehensive table that displays all stock-adjusted inventory used in closed stock adjustment events. By offering this detailed view, the report helps you track inventory changes, identify patterns, and ensure accuracy in your stock management.
The Sales Data Export offers a detailed, granular view of your sales activities. This report presents a comprehensive table with an extensive list of columns, each providing specific insights into individual sales events. By consolidating this information in one place, the report enables you to dive deep into your sales data, uncover trends, and gain a thorough understanding of your sales performance.
The Case Report provides a focused lens on a specific segment of your sales activities. This report narrows its scope to events with an event type of 'case'. By isolating this particular event type, the Case Report allows you to analyze and understand the performance and characteristics of case-specific sales, helping you fine-tune strategies for this important segment of your business.
The Case Readiness Report provides critical visibility into your inventory preparedness by procedure type. Analyze device utilization rates, active inventory levels, and facility stock positions with color-coded readiness indicators. Track average usage per event, identify potential shortages, and ensure optimal inventory allocation across procedures. With filtering by date range, procedure, and catalog, you can proactively manage stock levels to prevent case delays and improve operational efficiency.
The PO# Added Report tracks purchase order capture and invoice status across your events. Monitor when POs are added, identify events missing purchase orders, and track payment status from pending to paid. Filter by PO number, date added, and event status to accelerate billing cycles and ensure timely revenue collection with complete visibility into your accounts receivable pipeline.
Enables users to compare quoted inventory quantities against actual usage from completed cases to identify trends, improve quote accuracy, and optimize inventory planning. The report provides detailed variance analysis across facilities, physicians, procedures, and product lines to help reduce over-ordering and minimize unused inventory.
Inventory Reports
The Inventory Dashboard provides a comprehensive look at your inventory. This report offers a clear breakdown of your total inventory items, detailed counts organized by catalog and lot numbers, and inventory distribution across custodians. Additionally, it includes the inventory value, giving you a complete picture of your stock levels and worth.
Inventory History Report:
The Inventory History Report offers a powerful tool for understanding your inventory at any given point in time. This report generates a snapshot based on your selected date, displaying aggregate quantities of items with shared attributes. It intelligently includes all active inventory created on or before the chosen date, as well as inactive inventory deactivated on or after that date, while excluding items tied to open events.
Inventory Reconciliation Report:
The Inventory Reconciliation Report provides a dynamic view of your inventory changes over a specified period. By entering start and end dates, you'll receive a clear comparison of inventory levels at both points in time. This report details additions and deactivations to your inventory during the selected timeframe.
The Stock Adjustment Report features a comprehensive table that displays all stock-adjusted inventory used in closed stock adjustment events. By offering this detailed view, the report helps you track inventory changes, identify patterns, and ensure accuracy in your stock management.
The Loaner Container/Tray Report offers an overview of your loaned inventory. This report presents a detailed table that lists all items currently on loan, providing essential information such as location, custodian, and due back date for each item.
The Inventory Export (Stock) Report presents a streamlined table that aggregates total quantities of items, organized by catalog number, lot number, and custody. By consolidating this essential information, the report provides a clear and easily digestible overview of your stock levels.
Located on the same page as the Inventory Export (Stock), this report offers a higher level view of rolled up inventory quantities to gauge stock levels.
Inventory Export (All Records):
The Inventory Export (All) Report presents a comprehensive table where each row represents a single piece of inventory in your organization, providing a granular level of detail. From unique identifiers and inventory costs to location and status.
Inventory Inspection Report:
The Inventory Inspection Report displays all inventory items that require inspection, showing catalog details, lot and serial numbers, custodian information, and inspection schedules. This report helps you track upcoming inspections and ensure compliance by providing visibility into inspection requirements and due dates across your organization's inventory.
Inventory Created in Event Report:
The Inventory Created In Event Report provides comprehensive inventory tracking by displaying all inventory items that were created during during an event. This report helps you monitor when and where inventory was added to the system through events, ensuring accurate tracking of your inventory creation and event-based inventory management.
Inventory Price Modified by User in Event Report:
The Inventory Price Modified by User In Event Report enables monitoring of price changes made by sales reps during events. This report presents detailed information about inventory price modifications with user attribution and event context, helping you maintain oversight and accountability for pricing decisions made in the field.
The UDI Report delivers comprehensive visibility into your unique device identifier inventory. Track total inventory quantities, distinct UDIs, lots, and UDI/LOT combinations through high-level metrics and detailed drill-downs. With both roll-up and full report views, plus filtering by acquisition date and active status, you can efficiently monitor inventory composition, identify duplicate entries, and ensure accurate device tracking across your organization.
Days of Inventory on Hand:
The Days of Inventory On Hand report calculates your inventory runway by analyzing average daily usage rates against current stock levels. View detailed metrics including days in range, usage patterns, active devices, and facility stock positions with color-coded indicators highlighting critical inventory levels. Filter by date range and catalog to identify items at risk of stockout and optimize reorder points for continuous availability.