Reporting

Hi Tony,

Is there potential to develop or is the already a process in place for the following:
On are version of OPEN VPMS when you have the customer page open and you choose EDIT you have the option to select account type (eg Valued, bad debtor, normal etc) and under categories you have an option of choosing Christmas card list and Christmas wine list.

In terms of reporting are you able to generate reports based on these individual categories???? I have tried but can’t work it out???

Cameron
Swanbourne Veterinary Centre

Comment viewing options

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

Re: Reporting

Hi Cameron,

Yes you can. You need to load up the specific report which you can find here:

http://www.openvpms.org/customisation/customer-list-report

It can list customers by category.

Instructions on how to install reports can be found here:

http://www.openvpms.org/documentation/how-use-report-downloaded-community-shared-resources-area

Cheers Tony

> Tony De Keizer > Principal Consultant > Vertical Connect Pty Ltd > Phone: + 61 (0)3 97229824 > Mobile +61 (0)4 21347105 > Email: tony@verticalconnect.net > From: > Reply-To: , OpenVPMS User Mailing List > > Date: 24 Feb 2009 00:34:46 -0000 > To: > Subject: [OpenVPMS Users] Reporting > > Hi Tony, > > Is there potential to develop or is the already a process in place for the > following: > On are version of OPEN VPMS when you have the customer page open and you > choose EDIT you have the option to select account type (eg Valued, bad debtor, > normal etc) and under categories you have an option of choosing Christmas card > list and Christmas wine list. > > In terms of reporting are you able to generate reports based on these > individual categories???? I have tried but can¹t work it out??? > > Cameron > Swanbourne Veterinary Centre > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/mailman/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu

_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/mailman/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu

Syndicate content