Report

jrxml files for Report document templates that generate printed output

Stock Reorder Report

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Category: 
Stock
Version: 
1.5-1.8

This report provides stock reorder information using the new product stock location stock level information available in version 1.5.

It allows filtering by supplier, stock location, product type and category.

It takes into account any undelivered orders (back orders) for stock.

 

NOTE: this report changed in OpenVPMS 1.9. Users using OpenVPMS 1.9 or higher should load the version included in the release distribution from either:

Clinician Sales Report (version 2)

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Category: 
Sales

This report is a modified version of the Clinician sales report provided in the release which adds support for items that have no clinician.

Report provides sales total for period by clinician and includes a pie graph.

Please note used item date and clinician for analysis , not transaction date and clinician.

Compatible with version 1.3 and above.

Top Customer Visits report

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Category: 
Customer
Version: 
1.3+

This report has been kindly donated by Nick Lloyd at Paradise.  Thanks Nick for participating in the community spirit of OpenVPMS.

It allows you to list the top customers by visits for a specified period.  You can nominated how many customers you wish to list. It also gives you the sales and the average $ per visit for the selected customers.

Top Customer Sales report

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Category: 
Customer
Version: 
1.3+

This report has been kindly donated by Nick Lloyd at Paradise.  Thanks Nick for participating in the community spirit of OpenVPMS.

It allows you to list the top customers by sales for a specified period.  You can nominated how many customers you wish to list. It also gives you the number of visits and the average $ per visit for the selected customers.

 

Patient History Search

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Category: 
Med.Records

Summary

Search through patient histories for specific text within the patient notes. 

Clinician Product Type Sales Analysis

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Category: 
Sales
Version: 
1.7+

*** 1.9 version - use clinician product type sales v2-1p9.jrxm

This report provides a sales analysis by Clinician and Product Type for a specified period.  It also provides an "All Clinicians" grouping which equates to a pure Product Type analysis report.  The report details the follwoing information for each Product Type

No of Time Sold

Quantity Sold

Total Sales $'s

Average Sale  (Total Sale/Qty)

Please note this report currently uses the invoice item date not the invoice date for date filtering.

Template List Report

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Category: 
Miscellaneous

This report lists forms and letter templates and allows you to select types of form and letter to include as well as whether you want to include active and/or inactive templates.

Cheers

Tony

Estimation activity report

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Category: 
Estimate
Version: 
1.3+

This report as requested by a user. It simply lists the Low and High totals for all estimations within a period. The Date and Customer name is shown.

The total $ estimated are included in the summary section at the end of the report.

Puppy preschool report

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Category: 
Patient

This report finds all puppies with a date of birth between 2 dates selected by the user. It can be used to find all puppies of a suitable age for puppy preschool by entering the age range you wish to find in the input fields eg. enter the macro -16w in the born after field and put -8w in the born before field and then press enter and run the report. When installing this report set the template type as 'Report' and the Report Type as 'Patient'. This report was based on Tony's Patient Sterilisation Report: http://www.openvpms.org/patient-sterilisation-report

Customer Aged Balance report

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Category: 
Financial

This report is the first cut of a customer aged balance report as requested by some users. 

Currently details balances using the typical current, 30,60,90+ segments and cannot be back dated.

Future updates should allow the days breakup to be nominated as a parameter and also add the ability to back date the report.  The later is complex as individual allocations dates need to be used rather than just customer balance participations.

Only basic testing completed.  Please try and add comments if you find any issues or have some other requests.

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