Customer Activity Export Report

Hi Everyone,

I have developed a new export report based on the Customer Marketing Export report which provides addiitonal filtering options by sales date, product type and product. 

Any feedback on its operation would be appreciated.

Cheers

Tony

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customer activity export report.jrxml17.36 KB

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Re: Customer Activity Export Report

This version of the above report was contributed in the user forums by Matt Y.

http://www.openvpms.org/forum/customer-activity-export-report-excluding-clients#comment-3557

Comments by Matt Y relating to this report.

I hadn't used this report before but I just ran it where it with options that should have picked up all clients and only got 2. I did some checking and the report won't list clients that have no classification (it's called category on the client details). I have no classification for all but 2 clients.

I have attached a copy of the report which doesn't have any filter for client category (classification).

From having a quick look at the report query I think that it's only picking up products sold that are sold via invoice and hence are linked to a patient (no counter sales). If the patient they were sold under was later deactivated the client would not show in the report, otherwise you could potentially send marketing info for deceased patients.

This can all be customised,

AttachmentSize
customer activity export report 2.0.jrxml 17.72 KB
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