Report

jrxml files for Report document templates that generate printed output

Practice Summary Report Updates

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Category: 
Financial
Version: 
1.8+

This contains corrections and updates to the standard Practice Summary Report.

If you are running 1.9, then the standard package contains these and later updates.

NOTE: since these are sub-reports their names need to be correct and match what is displayed. In cases where I have done a 2nd correction, the default name for the file being downloaded will have a '-0' or '-1' etc added. Ensure that this is removed to preserve the original name.

Lost Customers Report

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Category: 
Customer
Version: 
1.8+

This report finds 'lost' customers - ie ones that we used to do business with but no longer. The parameter screen is:

S8 Drug Sales Report

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Category: 
Sales
Version: 
1.7+

The parameter screen is:

Users contacts

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Category: 
Staff
Version: 
1.8+

Because 1.8 supports emails to staff, it is necessary to set email contacts for each user.  This report lists users and their contacts.

Users List

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Category: 
Staff
Version: 
1.8+

This report list the Users showing Name, Description, Level, Colour, and Location(s).

The parameter screen is:

Supplier/Vet/Vet Practice listing

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Category: 
Supplier
Version: 
1.8+

This suite is for listing

  • Supplier Organisations (and optionally their representatives)
  • Veterinary Practices (and optionally their vets)
  • Veterinarians (and optionally their practices)

In all cases contacts can be optionally displayed.

The parameter screen for the Practices report is:

Estimates Report

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Category: 
Estimate
Version: 
1.7+

Lists estimates dated with a period. You need to install both the report and the subreport.

Active reminders by client

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Category: 
Reminder

Customer Product Marketing Report

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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 

Active Discounts

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Category: 
Financial

This is a template for reporting on all active discounts for customers. It also shows the amount of revenue for each customer for the past year. This allows for determination as to whether or not the customer should still have the discount applied.

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