These two reports provide data for export to analyse sales. The '-User' version is a clone of the first which will ONLY report sales where the clinician is the current user. It is thus useful for enabling vets being paid on a production basis to ascertain their own sales but not to see the data for other clinicians.

*** Updated 29June2016 with versions compatible with the Jaspersoft 5.6 library used in 1.8

These two compliment the Export Customer Address & Email Address reports in the 1.8 package, adding the ability to export phone numbers.

In 1.9 these two will be part of the standard package.

Note that the 'for Sales' version is explicitly named "Export Customer Phone Numbers for Sales 1-8.jrxml" because it is different from the 1.9 version because of the change to the product type linkage in 1.9.

Regards, Tim G

This export report generates customer & patient information for mailing campaigns. The Last Invoice date selection allows you to find customers who have not visited for some time, and well as to exclude those who are functionally inactive.

Parameter Selection:

*** Updated 30 Aug 2016 to fix a bug in the last sale date selection
*** Updated 29 Aug 2016 to extend functionality

These two export reports are for use in vaccination campaigns. They enable you to contact all customers with patients who either have no reminders of a given type or an overdue or current reminder of that type.

The parameter screens are:

** Updated 11Dec15 to correct minor problems

This report is designed for exporting sales data to investigate when sales occur.

** Updated 15Dec15 to fix a duplicate transaction selection problem

This report is used to export sales data for analysis - specifically for income by time of day, and/or day of week. Note that this works off the date/time the invoice/credit/counter sale was finalised. See also http://www.openvpms.org/customisation/export-sales-dayhour

Parameters:

This report is designed for exporting 'first sale' data for analysis.
It shows the customers who were created between the From date less 1 month and the To date AND has their first sale between the From and To dates.
The period is inclusive - ie from 00:00 on the From date through 23:59:59 on the To date.
If a product is specified then only sales that include the matching product(s) are shown.
Note that a trailing '%' is automatically added, so that entering 'b' will find Boarding, Bandage, etc.

This report is designed for exporting 'first visit' data for analysis.
It shows the patients who were created between the From date less 1 month and the To date AND has their first visit between the From and To dates.
Optionally, in-progress reminders for each patient are shown.
The period is inclusive - ie from 00:00 on the From date through 23:59:59 on the To date.
The first (L) column gives the 'level', 0 for the patient and visit data, 1 for each reminder line.

These reports are designed to generate data for mail and email merge programs to contact 'lost' customers - ie ones that we used to do business with but no longer.

Both have the same parameter screen:

This combines the reports provided by both the Customer Product Marketing report as well as the Customer Marketing Report into 1.

However it will only return customers with a valid email address.

DONT PRINT IT - EXPORT IT.

I have not formatted the report for printing, it is formatted for CSV export.