Clinician Sales Report - improved

in
Category: 
Financial
Version: 
1.8

This is the standard Clinician Sales Report enhanced to be able to show totals by location, product type, and product as well as individual sales.

The parameter selection screen is:

The explanatory text is:

This report shows sales data by clinician and optionally by location, product type, product and individual sales.
It includes invoices, credits and counter sales between 00:00:00 on the specified From date and 23:59:59 on the specified To date.
You can limit the data by Clinician, Location, Product and Product Type. All these selection fields have % added so that leaving them blank will find all, and entering say Product Name %vacc will find all products contain 'vacc' in their product name, and Location c will find all locations starting C. Note that the selections are case insensitive.
The 'Location Totals', 'Product Type Totals' and 'Product Totals' options control whether or not the location, product type and product totals are shown. Selecting 'Product Totals' will functionally select 'Location Totals' and 'Product Type Totals'; selecting 'Product Type Totals' will functionally select 'Location Totals'.
Individual line items are shown if the 'Show Details' option is selected.
The percentages shown are the percentage of that item of the Grand Total.
Only finalised transactions are included.
All amounts are tax exclusive.

Note that a 1.9 version of this report will be included in the 1.9 release.

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Re: Clinician Sales Report - improved

thanks guys.  That does the job for now.

Actually, just used it a second time.  It really needs a total for all at the end.

Re: Clinician Sales Report - improved

Garry - did you look on the last page of the report? You should find both a Pie Chart and above it, the Grand Total.

Regards, Tim G

Re: Clinician Sales Report - improved

Saw the pie chart.  I was thinking more like if I ask just for an item like Extended Consult, then I should be able to get how many each clinician charged out and then a total for that item.

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