Reporting - Adjustment Summary Report

Target release
EpicReporting - Adjustment Summary
Document status
eLMIS StatusImplemented
OpenLMIS StatusNot implemented
PATH Amanda BenDor (Unlicensed)
OpenLMIS Mary Jo Kochendorfer (Deactivated)
JSI Ashraf Islam (Unlicensed)


Displays adjustment in stock of products indicating the adjustment type like Transfer In, Transfer Out, Expired, Damaged etc) in the selected period

Status in eLMIS: Implemented.

Status in OpenLMIS: Not implemented

Priority: High priority for Tanzania, Zanzibar, Zambia



  • District and up for management, supervision, etc. and facilities would also use but have the information on the stock cards
  • looking at expiries, losses, etc. 
  • key for accountability, especially during audits

The adjustment report shows:

  • facility type,
  • facility name,
  • supplying facility
  • product
  • adjustment type
  • period
  • adjustments


  • program
  • schedule
  • year
  • period (which can be an A / B / C quarter period)
  • Adjustment Type
  • Geographic Zone (district, region, country)
  • Facility
  • Product


In this story user means or one of the following, Health Facility incharge, DMO, Community and Regional Management Team (C/RHMT), Logistics officer/Advisors, Senior level decision maker, M&E officer/Advisor etc 

User Stories

#TitleUser StoryLabelImportanceNotesJIRA Tickets
1View dataAs a user, I need to be able to view adjustment data and get a sense what type adjustment occurred at facility levelReportsMust have for TZ, ZnZ, ZM


Export reports to Excel

As a user, I need to be able to export all reports and analysis reporting results into Excel so that I can process the data more and analyze it in Excel.ReportsMust have for TZ, ZnZ, ZM

3Print reports with headings and logsAs a user, I need to be able to print reports with customized headings and logos so that I can file the report for future referencesReportsMust have for TZ, ZnZ, ZM




Open Questions

Below is a list of questions to be addressed as a result of this requirements document:


Out of Scope