Customer Acquisition Referral Report

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Category: 
Customer
Version: 
1.8+

This is a version of the standard 1.8 Customer Acquisition Report tweaked to show Referred By information.

Parameter selection:

Explanatory text:
This report shows acquisition data for customers grouped by Practice Location/Account Type/Referred By.
The selection fields entered have % added so that leaving them blank will find all, and entering say account type 'n' will include all customers with account types starting 'n', and entering practice location '%branch' will find all customers with locations containing 'branch'. The selection is case-insensitive.
Null practice locations and account types will be shown as '--NONE--' and using the selection '-' will find these; ie setting the account type selection to '-' will find customers with no account type.
You can also use a selection string starting ! to use a 'not like' selection - so account type '!c' will find customers with account types not starting with c, and  setting the customer type to '!-' will find all customers with a non-null customer type. Similarly for the Referred By selection.
The counts shown in the Location/Account Type/Referred By header lines are number of customers with the location, account type, and referred by respectively.
Inactive customers will only be included if 'Include Inactive Customers is checked.
A hash (#) in column1 indicates that this customer is inactive.
Customers will only be included if they own a patient as at the To Date, and will be omitted if  none of their patients is active - unless Include Inactive Patients is checked.
Unchecking the 'Show only counts' option displays the customer information, leaving this checked shows just the totals.

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