To run the tray inventory by location report

  1. Select SIM Reports from the Surgical Instrument Management menu.

    The Reporting page appears.

  2. Click Inventory Management to display the list of reports, if it does not already appear.
  3. Click Tray Inventory by Location.

    The Tray Inventory by Location Report Settings page appears.

  4. Consider the following fields.
    Company

    Select the company of the trays that you want to view in the report.

    Location

    Select the location of the trays that you want to view in the report.

    Group by

    Select Service to group the trays in the report by service.

    Sort by

    Select to sort the trays by sub-location or tray list.

    Include List of Tray Lists for Each Location

    Select this check box to include a list of tray lists for each location.

    Include Empty Locations

    Select this check box to include locations that have no trays in the report.

    Identify Trays Sterilized More Than the Following No. of Days Ago

    Enter a number of days to view trays sterilized more than the selected number of days.

  5. Click Run Report to generate the report.

    The Tray Inventory by Location report appears on the Report Viewer page.