Report

jrxml files for Report document templates that generate printed output

Active Distinct Customers by Period

in
Category: 
Customer
Version: 
1.3+

There are now 4 Active Client versions (as of 21st September 2011);
a) One that groups by month (Customers are counted once per month but multiple times over months)
b) One that groups by calendar year (Customers are counted once per calendar year but multiple times over months)
c) One that groups by an user defined period (Customers are counted once per period and a single count is returned)

Supplier List report

in
Category: 
Supplier
Version: 
1.3+

This report allows you to list supplier names and contacts.  It provides an option to include Veterinary Practices, Veterinarians and/or Other Normal Suppliers.

Customer Sales Report (with transaction no search)

in
Category: 
Sales
Version: 
1.3+

This report is a modification of the standard Customer Sales Report that adds support for searching for a specific transaction number.

NOTE:  You still need to enter a suitable date range for the search to be succesful and also if you do not want to search by transaction make sure you enter 0 in the transaction Number field.

 

Duplicate Customers by Identical Address & Patient

in
Category: 
Customer
Version: 
1.3+

This report template lists duplicate customers that have;

 

Duplicate Customers by identical address with patient 09 09 23.jrxml

1. At least one identical address.

2. An identically named patient.

 

Duplicate Customers by identical address 09 09 23.jrxml

1. At least one identical address.

 

Practice Clinician Sales Analysis report

in
Category: 
Sales
Version: 
1.3+

This report provides an analysis of sales broken down by practice location and clinician.   It includes information such as total sales, no of invocies , averager $/invoice, customers, avg $ per customer and average invoices/customer for a specified period.  It was based on specific forum requests for better financial analysis reports.

It is a work in progress so any feedback on the figures generated welcome.

Customer Bad Debt Write-offs Report

in
Category: 
Financial

This report lists customer bad debt write-off transactions for a specified period and includes client name and description information.

Updated to be compatible will all current releases

Customer Reconciliation Report

in
Category: 
Financial
Version: 
1.3+

Thsi report allows you to print out a transaction listing for a specifi ccustomer between specified dates.

Patient List Report

in
Category: 
Patient
Version: 
1.3+

The following report template provides a Patient List report which lists customer and patient details and allows filtering by Date of Birth range, species and breed.

Stock Valuation report

in
Category: 
Financial

This report details the current value of stock basaed on the current stock quantity and product unit cost.  It groups by Stock location and shows totals for each stock location and for the report as a whole.

It has filters for product name, product type, stock location and whether to include medications and/or merchandisew products.

Currently -ve stock quantities are not skipped but produce -ve totals.  Easily changed but require some feedback on what is required.

1.3 compatible only

Stock Take List report

in
Category: 
Stock

This template provides a list of products and their current stock quantities with room to enter actuals.  Provides filters for product class (medication , merchandise),  product type and product name.

I have updated this to include a filter for Product Classificaton and modified the filter logic on both Product Type and Product Classification to work better with nulls.

Syndicate content