Shipment Order Summary report

Modes

This report is available in all 3 modes.

Permission required to run the report

Any user who's assigned the Run the Order Summary Report permission can generate this report.

Users with Blinded Depot User permission can now see unblinding kit numbers to fulfill shipments. Only data from manually associated depots and sites by the user administrator will show when running the report.

Filters

Filter	Description
Date range	Choose a date range for the report. The report will include orders that were made during that date range.
Received by	Choose a site or depot to view orders that were received only at those locations, or leave this filter blank to run the report for all sites and depots.
Received date	Choose a site or depot to view order that were received on a specific date, or leave this filter blank to tun the report for all sites and depots.
Shipped by	Choose a site or depot to view orders that were shipped only by that site or depot, or leave this filter blank to run the report for all sites and depots.
Order status	Choose an order status to include only orders with that status, or leave the filter blank to include orders of all statuses.
File	Choose the output type for the report: CSV PDF HTML

Field descriptions

Initial fields	Description
Customer name	A customer's name used to purchase the cloud subscription.
Study name	A study's ID as entered by the study manager when they created the study.
Mode	The mode in which you ran the report.
Report generated by	User name of the user who generated the report.
Created date	UTC time and date of when this report was run.
Date Range	Period of time you selected when running this report.
Shipped By	The depot or site that shipped the order.
Received By	The depot or site that received the order.
Received Date	The date on which the order was received.
Order Status	The order's status you selected when running the report. For example, an order's status might be New, Pending, In Transit, Received, Cancelled or Lost.

Fields displayed for every order	Description
Shipped By	The depot or site that shipped the order.
Shipped To	The depot or site the order was shipped to.
Shipped To Country	The country the order was shipped to.
Shipment ID	An unique identifier for the shipment.
Shipment Type	A shipment can be: Initial Resupply Manual
Tracking Number	A shipment's tracking number, as entered by a clinical supply manager, used to track the expedition of a shipment to a site or depot.
Shipment status	A shipment's status at the moment the report is run. For example, a shipment's status might be New, Pending, In Transit, Received, Quarantined, Cancelled or Lost, at the time you're running this report. Note: A shipment's status will only be quarantined if the entire shipment has been marked as Quarantined. Otherwise, the shipment's status will be Received.
Temperature Monitor Status	The status of a temperature monitor included in a shipment. For example, the temperature monitor status might be: Yes: Indicates the monitor has gone off and there is a temperature excursion. No: Indicates the monitor did not experience a temperature excursion and did not go off. Missing: A monitor was not found in the shipment. Note: If your study does not allow for temperature excursions, this column will display as N/A.
Date Requested	The date the order request was made.
Date Received	The date when the order was received.
Days Outstanding	The number of days between the date when the shipment was created and the current date. If the shipment is received, days outstanding represent the number of days from when the shipment was In transit to when it was received.
Date Cancelled/Marked Lost	The date when the order was marked as Cancelled or Lost.
Kit Count	The number of kits included in the order.
Kit Numbers / Lot Numbers in Shipment	The kit numbers (serialized inventory) of all the kits, or a grouped quantity of kits (non-serialized inventory), included in the order. Note: The quantity and description of kits appears next to a lot number for non-serialized inventory only.