This report details appointments by clinician for a specified date range and appointment type.

This report details customer discounts grouped by discount type with a filter on discount type and also the discount end date.  It will display customer id, customer name, discount start and end date for any customer that has a discount that matches the discount type filter and who's discount end date is between the entered date range or the end date is not specified. 

This report details Customer Acquisition numbers by Practice Location and groups by year and month in specified date range.  To do this it uses the first date of a charge transaction for the customer rather than the created date as we need to find the location. The report is formatted as a cross tab with year and month vertically and location horizontally.  It has month, year and report totals.

This report details product type sales by practice location for a specified data range.

Again if you find useful it would be appreciated with you donate something to a development project that needs funding.

This report can be used to detail when reminders have been sent using the last sent date stored on each reminder. It also provides a mechanism to list reminder run dates which some people have requested.  

The report prompts for Reminder Type and start and end date criteria and will display grouped by reverse chronological run date within the specified period.  Display customer, patient, reminder type and count (how many sent).

As always any comments appreciated.

Thsi report details product purchases in a period.  It groups by product and has an option to detail inidivual purchases of that product or just a total quantity and cost for the period.   When detailed it displays date, supplier, qty, unit cost and total for each purchase of that product.

It has filter criteria of date range, supplier, stock location, product type, product  and product classification.

As always any feedback appreciated.

Updated report to display supplier invoice no as well.

This report lists active product types with their sort weights for invoices. This can be used to list them to make it easier to determine appropriate weights to use on each product type.

Shows new customers with their payment summed to date and their Referral reason.

Can filter by date created, total payment amount and inactive status.

This report provides statistics on reminder response rates by reminder type using the reminder count and status information on reminders that were due between specified dates.  It also allows you to filter by reminder type.

Below are 2 reports. 1 will find any products which do not have a product type associated with them and the second finds all products which have no classification. 

Some reports only find stock with these things set so these reports can be handy for cleaning up product data.

version 2 of the type report also can find services with no type.