Customer Product Marketing Report
This is a modification of the Customer Product Sales and Customer Marketing reports
It is designed to allow you to product a report showing Customer contact details and patient details when that patient/customer has purchased a selected product/s during a selected period. Filterable by customer active, patient active, patient deceased
The list is grouped by customers (thus returns only 1 entry per customer) but has fields that return a String Contact of patient names and patient details. It also has a field that returns the patient count to allow mail merges based on this set of results to
eg. Patient = Roca & Bella
Other fields such as the email purpose are also concated together
If you chose to search a wide range of dates this report may take 5-10 minutes to compile particularly in big practices.
Comments
Re: Customer Product Marketing Report
I am not having a good run with new reports I am uploading. I got the following....which i am not allowed to attach as triggers spam filter!!!
Failed to create report: Errors were encountered when compiling report expressions class file:
6 errors.....
Re: Customer Product Marketing Report
Garry - I grabbed this (to clone) and fixed the 2 problems. Have a play. Regards, Tim G
Re: Customer Product Marketing Report
Hi,
I don't think the deceased button works. Doesn't matter if I have it ticked or unticked, I still get deceased patients. Anyone know what I'm doing wrong?
Greta
Re: Customer Product Marketing Report
The report query wasn't handling deceased patients correctly.
Can you try the new version: customer product marketing report 20180314.jrxml?
Re: Customer Product Marketing Report
Perfect. Thanks Tim.
Greta