Detailed instructions on how to export a templated McKesson report from Connect
First, make sure you have "Invoices_PM_7months.XML" file downloaded on your computer (no need to open it, just download it). This file is code for a McKesson Connect report template that you'll use to quickly generate the required invoice report. Click here to download the template file.
You'll need to access this file to complete the steps detailed below:
- Navigate to McKesson Connect and log in
- Click the "Pharmacy Management / Programs" tab
- Click "My Reports"
- Click "Upload", and upload the "Invoices_PM_7months.XML" file that you previously downloaded. Doing this will automatically set the report requirements for you.
- When the file is uploaded, click the blue "Invoiced_PM_7months" hyperlink
- Click the "Customer Selection" tab
- Ensure your store's account is selected/highlighted in the "Customer Selection" tab
- If needed, "Search" for your Account Number and "Add" from the Account Search dialog
- Once your account is selected, click "Submit" at the bottom of the page
- Select "OK" on the pop-up dialogs
- The report will take 5-10 minutes to run, depending on its size. When it's complete it will appear under "Pharmacy Management / Programs" - "Reports" - "Report Results." The "Completed" section can be distinguished by the current Date and Time under "Report Date."
- Click the GREEN CSV icon under "Result Formats" to download the CSV report.
What's Next?
Learn how to import your purchasing data into Pharmacy Marketplace for a GCR analysis!