Customer Product Marketing Report

in
Category: 
Customer

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.

 

 

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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

AttachmentSize
customer product marketing report_2.jrxml 13.24 KB

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

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