Performance Reports
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      Balance Summary Report

      The Balance Summary Report provides details related to the dollar value of items sent out of your store(s) through returns to the wholesaler, transfers (chain stores), and liquidations.

      The report gives you the ability to:


      ✓ Select an entire Region or specify a Pharmacy
      ✓ Select a period by setting the Start and End dates
      ✓ Sort by column
      ✓ Use export to Excel for further manipulation


      To access the report, go to the Reports tab -> Performance Reports -> Performance Summary: