IDEXX Cornerstone Enhancement Requests
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Reporting

Showing 78

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

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?
almost 9 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.
about 9 years ago in Email / Fax / 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.
over 4 years ago in 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: Improve reporting filters

Improve reporting filters by: * Adding date picker on F2 for date ranges * Adding F2 look up for description lists (ex: Reason for visit) * allowing for multiple OR and And statements
over 6 years ago in Reporting 0 Future consideration

Create end of period reports using multiple non consecutive periods

When running eop reports, you can choose consecutive multiple days or months using the shift key. We would like to also be able to choose multiple NON-consecutive days or months.
over 2 years ago in Reporting 0 Future consideration

Reports - Modified description on prescription to show on Check in and Patient History reports

When a 'miscellaneous' item is used to create prescription, the modified description should populate on both the Patient Check-in and History reports for accuracy
over 4 years ago in Reporting 0 Future consideration

Check In report - move Patient Alerts to top of page

Move patient alerts field of the check in report to more prominent position near patient information at top of report. Add check in alerts.
over 7 years ago in Reporting 0 Future consideration

Reporting - Expiration date report sort by date

Users need to have the inventory expiration date report offer a date sort option so that they can quickly determine which drugs are expired, close to expiring by ascending date order (oldest to newest dates)
over 3 years ago in Reporting 0 Future consideration