IDEXX Cornerstone Enhancement Requests
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Reporting

Showing 86

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

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

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

Inventory reports - create a Stock Transfer history report

Users need a report to view stock transfer details in an efficient manner to better visualize activities between their inventory locations. A report in the inventory list as well as a print option from the transfer window itself. Report data shoul...
over 3 years ago in Inventory / Reporting 1 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

Reports: Revenue per Client/Visit Report (new report)

Users would like new report which tracks revenue per unique client visit.* On average, clients visit x times per year.* On average, specific client visits x times per year.* On average, VIP clients visit x times per year.* How much does each spend?
over 8 years ago in Reporting 0 Future consideration

Email: Configure Auto-Send for End of Period Reports

Users request a configuration and method to auto-send EOP reports, to include pre-selected email address(es). An option to send multiple reports as a single PDF.
almost 9 years ago in Email / Fax / Reporting 0 Future consideration

Invoice Item Sales Information report link added to the invoice item information window

Users request a quicker way to access the item Sales information report directly from the item information window so the report set up window is prefilled with the item ID as the range in order for a rapid assessment of item usage.
over 2 years ago in Invoice items / Reporting 0 Future consideration

Reports - add Revenue Center filter for EOP staff commission reports

Users request ability to filter the EOP staff commission reports by revenue center in order to calculate commissions for the same staff ID but at different values based on the revenue center used.
about 4 years ago in Reporting 0 Future consideration