Mail Merge No Date of Birth
I am struggling to complete our first mail merge to equine customers only. When running the standard report, only customers are displayed who have an equine patient with a date of birth. Unfortunately it is quite common that patients date of birth is not included in patient information.
Is there a report to allow patients with no DOB to be included in the report?
If not is there at least a report to identify which patients do not have a date of birth?
Thanks for anyones help !
Rupert
Re: Mail Merge No Date of Birth
Sorry - which report is this?
-Tim
Re: Mail Merge No Date of Birth
Hi Tim,
Thanks for your reply. The report in question is the Customer Marketing Export Report.
All of my bovine and ovine patients also have no dates of birth (they are really used as herd petients), so it would be very useful for mauil-outs to these guys as well.
The equine patients SHOULD have a DOB, but in the heat of battle sometimes the information is not recorded. A report to actually list these patients would be an asset one day, (like the non product type report) but thats another story!
But in the short term just to be able to produce a list of equine customers would be fantastic!
Thanks again
Rupert
Re: Mail Merge No Date of Birth
I've updated the template to include patients without a DOB.
You can find it at http://www.openvpms.org/customisation/customer-marketing-export-report
Regards,
Tim
Re: Mail Merge No Date of Birth
Hi Tim,
I still can't get customers with an equine patient with no DOB !
I have tried emptying the start and end DOB boxs and still nothing.
Rupert
Re: Mail Merge No Date of Birth
Sorry Tim,
Success! I have worked out that i was still downloading the non-modified report!
Thankyou so much for your efforts, I really appreciate you assistance,
All the best
Rupert
Re: Mail Merge No Date of Birth
One limitation is that the report expects the customer to have an account type or customer type, and the patient, a breed. I suspect it misses records that don't meet these criteria.
-Tim