IDEXX Cornerstone Enhancement Requests
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Reporting

Showing 86

Inventory Reports - add totals across reports for consistency (costs, quantity, taxes, etc.)

Users request for quantity, cost, taxes, shipping totals be included on all Inventory reports where values are available for a consitent reporting expereince and reduce effort to obtain totals.
almost 9 years ago in Reporting 0 Future consideration

Allow additional sort/range options for Purchase History Report

Allow sorting of Purchase History Report (by Receipt Date, Item Description, etc.). and allow date range filter by all sort options.
about 7 years ago in Inventory / Reporting 0 Future consideration

Report of sales by Reason for Visit

User request for a report in CS that could show revenue generated per reason for visit. Filters for Reasons, date range and staff to provide common reporting varaibles for data comparisons
over 2 years ago in Reporting 0 Future consideration

General Ledger: include subclass level information as part of GL extract

User wants to be able to export subclass information into quickbooks.
over 2 years ago in Reporting 0 Future consideration

Indicate inactivated clients with an (I) on A/R report

Users request an "I" is added next to inactive clients within the end of month reports> accounts receivable report to better manage report data and receivables
over 2 years ago in Reporting 0 Future consideration

Report capability to display daily key financial data points/sales individually when report generated for multiple days

Users request a report display capability that would display their financial info/sales for each day of the week/month individually for simpler trending and comparison.
over 2 years ago in Reporting 0 Future consideration

Controlled Substance export setting to use Prescribed by staff vs invoiced staff ID

User wants the CA PMP CURES controlled substance export to take the staff from the prescribed by staff on the RX instead of the invoice line to avoid Staff Commission issues on refills
over 2 years ago in Prescriptions / Reporting 0 Future consideration

Time Clock summary report

User requests a summary report of time worked by all employees from Time Clock
over 2 years ago in Reporting / Time Clock 0 Future consideration

Daily version of the A/R report

please add an accounts Receivable report for EOD. Need a more granular A/R view than the EOM report offers
over 2 years ago in Reporting 0 Future consideration

Reports - ability to report on document addendums

request for report to show all addendums made to any medical notes.
over 2 years ago in Medical Notes / Correspondence / Reporting 0 Future consideration