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ConnectSx has now built in a reporting module to the Console. To access the reporting module click on the clipboard icon with the arrow in the upper right corner of the screen.

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Top Items Sold by Catalog

You can now search for the top items sold for your account by entering a date range on the dashboard.

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Track Expirations and Upcoming Expirations by Custody

You can now look, on the dashboard, at which users have the most expired inventory or inventory set to expire within 30 days and the value attached to those expirations.

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Using-the-Console-Quick-Reference-Search
Using-the-Console-Quick-Reference-Search
Using the Console Quick Reference Search

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  1. Scroll down until you see the Quick Search feature.

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  2. Then select the catalog number you’d like to view and you will see the quantity and COG of that item in the system.

     

  3. Then, if you wish, you can enter a Custodian to further narrow the information displayed and view the inventory that is in a given user’s custody!

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