Practice Clinician Sales Report

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Category: 
Financial
Version: 
1.8

This a back-ported version of the standard Practice Clinician Sales Report which has been substantially revised for the 1.9 release. [Although not tested it should work on releases prior to 1.8.]

The parameter selection screen is:

The explanatory text is:
"This report shows sales data by clinician and location. It includes customer invoices, counter sales less credits between 00:00:00 on the specified From date and 23:59:59 on the specified To date.
It includes only finalised transactions. All amounts are tax exclusive.
You can limit the data by Location and Clinician. Both these selection fields have % added so that leaving them blank will find all, and entering say Location %branch will find all locations containing 'branch' in their name, and Clinician c will find all clinicians with names starting C. Note that the selections are case insensitive and that using '-' will find only those with no name set.
The Clinician selection uses the Last Name if set, else the Full Name field.

Three methods are used:
Item: includes all line items for the clinician irrespective of the clinician set for the transaction itself
          The Amount is the sum of the line item amounts, the Count is that is the number of line items
Transaction: includes all transactions for the clinician irrespective of the clinician(s) set for the line items
          The Amount is the sum of the transaction amounts, the Count is that is the number of transactions
Includes item: includes all transactions that include at least one line item  with this clinician set
          The Amount is the sum of the transaction amounts, the Count is that is the number of transactions"

Sample output is:

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