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Financial Reporting

Submitted by Guest on Tue, 15/02/2011 - 08:35
in

Having recently moved from Rx works I am missing their products and services report which had all products and services on the vertical axis and the vets on the horizontal axis and reported the number of times each product or service was charged with the total and average charge for each.

Has anyone been able to do a similar report in open? With 20 + "types" and 9 vets on the team generating this information is a cumbersome process using the reports that we currently have.

Maree R

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Re: Financial Reporting

Submitted by tony on Tue, 15/02/2011 - 08:53.

Hi Maree,

What OpenVPMS reports are you currently using to get this information ?

Cheers

Tony

Re: Financial Reporting

Submitted by Maree R (not verified) on Wed, 16/02/2011 - 12:11.

Tony, I am using the clinician product type sales vers 2 which only seems to allow 1 product type and 1 vet at a time. Maybe I am not entering the parameters correctly. Your help would be greatly appreciated.

thanks,

Maree

Re: Financial Reporting

Submitted by tony on Wed, 16/02/2011 - 12:39.

Hi Maree,

If you leave the report clinician and product type both at % it will do all clinicians and all product types and group by clinician i.e you will get a page per clinician detailing every product type with totals.

I think this will help .. if it doesn't please yell. :-)

Cheers

Tony

Re: Financial Reporting

Submitted by Maree R (not verified) on Wed, 16/02/2011 - 14:18.

Thanks Tony,

That worked just fine!

I see now that we have a few sales without product type. Is there an easy way to identify which products don't have a type?

thanks,

Maree

Re: Financial Reporting

Submitted by tony on Wed, 16/02/2011 - 15:29.

Hi Maree,

Dont know of a current report that can identify these.  Will check ..

Cheers

Tony

Re: Financial Reporting

Submitted by dadmin on Wed, 16/02/2011 - 22:34.

Hi Maree,

I've just uploaded a report I had for this purpose here: http://www.openvpms.org/customisation/stock-lists-finding-products-incomplete-entries

Just add them as a report and run from the reports workspace. 

Hope it helps,

Matt Y.

Re: Financial Reporting

Submitted by Maree R (not verified) on Sat, 26/02/2011 - 15:24.

Thanks Matt,

We will give it a try.

Maree

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