New Report/Export Request

Hi,

I have been asked to break down invoice data by the time and date the invoice was started. I.e. I need to group all invoices started between 7pm and 7am in one pile and those between 7am and 7pm in another... Bonus marks to me if I can also differentiate based on days of the week...

I have searched the reports on our system and on the website and not found anything that can give me this data....

Does someone have a report they could provision me with that would allow me to export invoice totals with time and date of start based on a date range?

Otherwise can someone tell me how I can query our database for this information.

Please note. I am not concerned in this case with names/or other information... just invoices start time and date and total value in an excel/csv format so I can play with this in excel.

Thanks,

Adrian

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

Re: New Report/Export Request

Adrian - I will knock this up for you, but I need a better spec.  My guess is:

Parameters: From date, To date only - no practice location, no customer location, no account type, no clinician selection

Output:

  • designed for export, ordered by date/time ascending
  • ignores unfinalised transactions
  • shows only invoices and counter sales, no credit notes, payments etc
  • columns: date (as dd/mm/yyyy), time (as hh:mm:ss), weekday (Mon=0, Sun=6), invoice/counter sale indicator, total amount, tax amount, clinician name, practice location and customer's suburb & postcode. [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.]
  • date/time is invoice start time

Target: 1.8

 

Is this spec OK or do you want changes? [Italics indicate modifications made as a result of DM's comment and AS's request below.]

Regards, Tim G

Re: New Report/Export Request

Hi Tim and Adrian,

This could be a really interesting report.  If it can include location and clinician information as well then we could utilize this also.

Thanks

 

David Mason 

Re: New Report/Export Request

David - I have assumed that by 'location' you mean the practice location set for the invoice, and not the customer's practice location.

I have edited the specification above to add these.

Regards, Tim G

Re: New Report/Export Request

Hi Tim,   Yes - Practice location based on their invoice and not the customers practice location.

Thanks

 

David

Re: New Report/Export Request

Hi Tim,

That spec is great. It would certainly suit our needs. Thank you for offering to do this.

Kind Regards,

Adrian

PS. Extra thanks for including the day of the week marker so I don't have to use excel formulas to achieve this!

Re: New Report/Export Request

Hi Tim,

That spec is great. It would certainly suit our needs. Thank you for offering to do this.

Kind Regards,

Adrian

PS. Extra thanks for including the day of the week marker so I don't have to use excel formulas to achieve this!

Re: New Report/Export Request

Hi,

sorry to be troublesome, but can I also request we add customer postcode associate with the invoice to the report... I have had a further request for breakdown of information by postcode....

Thanks,

Adrian

Re: New Report/Export Request

Ah - the dreaded creeping feature-itus.  I have added to the spec above. [Note that I added suburb because in Hong Kong there are no postcodes.] Regards, Tim G

Re: New Report/Export Request

Hi. Yeah, thanks for that. Sorry about the feature creep. Cheers, Adrian 

Re: New Report/Export Request

Adrian/David - it is done - see http://www.openvpms.org/customisation/invoice-data-export-report

Can you give it a whirl and provide any feedback.  Note that it is for 1.8+ (because it is generated with Jasper Studio). Adrian - I know you are on 1.8+. David if you need it for 1.7 I could backport.

Regards, Tim G

Re: New Report/Export Request

Hi,

Thanks for that. Works as advertised. Appreciated.

Syndicate content