IDEXX Cornerstone Enhancement Requests
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Reporting

Showing 78

Reports: New Customer Repeat Visit / Client retention Report (New report)

Users need a report to display new Clients who visit only once versus new Clients who visit more than once. Practices would like to know if promotions are bringing in repeat customers, quantify client retention more easily. Ex: Clients who returne...
almost 9 years ago in Reporting 0 Future consideration

Staff commission reports based on productivity

Users need better reporting options to pay staff and review historical reports easier based on productivity and commission. Currently collected amount reports do not provide enough details (class, item level) or not historical or by customizeable ...
over 5 years ago in Reporting 0 Future consideration

Reports: Unused Invoice Item Report (new report)

users need a report showing unused / un-invoiced items to better determine items to be inactivated. Sales, linked items, reminders, inventory transactions should be included. Sort, range by class, date last used/sold.
over 8 years ago in Reporting 0 Future consideration

New report: Sales tax detail report

Users request a detailed sales tax report that will show by item and class level sales tax charged and collected by a specified date range. Current reports do not offer enough details when business is audited.
almost 5 years ago in Reporting 0 Future consideration

Reports: Microchip ID reporting enhancements

Users request improvements to microchip reporting so that critical and required information is readily available and retrievable: * Add the date of chip implantation (or manually added chip ID date) to the Microchip ID report in preview/print/save...
almost 5 years ago in Reporting 0 Future consideration

General Ledger (GL) Batch Extract: export to other file types for online compatibility

Users request GL (General Ledger) Export settings to include selection of other file types to be compatible with QB online.
over 4 years ago in Reporting 0 Future consideration

Inventory Return report to include entered notes

User request that notes added to a return to vendor transaction appear on the Returns report. Currently, a user an enter notes during the transaction, but they are not retained in any format for review.
over 2 years ago in Inventory / Reporting 0 Future consideration

New Report: Patient Problem report

Users want a new patient report they can review patients with a specific problem(s) in their medical record, and should be similar to the Patient Diagnosis report details.
over 4 years ago in Reporting 0 Future consideration

Standardize date input and display formats throughout CS

Inventory module requires user to enter forward slash when entering dates - this is not required in other areas of the program. Should be a standardized input regardless of location. Related request: display date format consistently, continuing to...
over 2 years ago in Inventory / Other / Reporting 0 Future consideration

Include cash refund totals in Daily Payment Register Report

Include cash refund totals in Daily Payment Register Report, include cashier ID as other payment types where cashier IDs are setup and used in reports.
about 7 years ago in Reporting 0 Future consideration