This export report generates customer & patient information for mailing campaigns. The Last Invoice date selection allows you to find customers who have not visited for some time, and well as to exclude those who are functionally inactive.

Parameter Selection:

Explanatory text:

This report is designed for exporting customer contact data for use with mail merge facilities.
It finds the customers whose last invoice was in the specified period and whose patients satisfy the patient selection conditions.
The invoice date selection is inclusive - ie from 00:00 on the start date through 23:59:59 on the end date.
All the text selection fields entered have % added so that leaving them blank will find all, and entering say breed %terrier will find all species containing 'terrier' in their species name, and account type 'c' will include all types starting C. The selection is case-insensitive.
The Patient DOB selection is inclusive (ie from <= DOB<= to), but where Patients have no DOB they will be included.
The same applies for the Account Type/Category selection.
Only active customers with active patients are included.
Where the customer has multiple contacts, these are ranked as follows:
  If preferred and purpose Correspondence - score 30
  If purpose Correspondence - score 20
  If preferred - score 10
  else score 0
The highest rank contact is used, and if more than one has the highest rank, then the newest is used.

If a customer has multiple patients, then there will be one line of output per customer/patient, and the customer details will be duplicated for each patient line.

Note that prior to using in mail-merge or other programs, you must remove the information and explanation lines following the data lines.

Sample output: