IDEXX Cornerstone Enhancement Requests
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Reporting

Showing 79

Statements - Include both statement period and report print date

When (re)printing a client statement from a past period, the date on the statement needs to display both the statement period date and the 'printed on' date.
almost 3 years ago in End of Period / Reporting 0 Future consideration

More sort options for Client and Patient Report Builder

I would like the ability to sort the client and patient report builder reports by dollar amount spent at the clinic.
about 3 years ago in Reporting 0 Future consideration

Option to include secondary name(s) on Client and Patient Report builder

I need a way to get the secondary client name on a top client report for Christmas card list (Client and patient report builder)
about 3 years ago in Clients and Patients / Reporting 0 Future consideration

Reports: add new patient tracking

Users request end of period reports to include new patients, similar to the new client reports and counts on end of period Summary reports in order to simplify tracking and quantification of new patients as well as to make it easier to send "Thank...
over 9 years ago in Reporting 0 Future consideration

Include email addresses on EoY Client Sales Reports

Include email addresses on EoY Client Sales and High/Low Client Sales Reports to simplify using information for client communications
over 7 years ago in Reporting 0 Future consideration

Reports - add last cost and purchase date to the Inventory Evaluation report

users request the last purchase cost to be added to the Inventory Evaluation report to better manage tracking inventory items. The last purchase date field is currently on report.
over 4 years ago in Reporting 0 Future consideration

Historical Whiteboard Patient Treatment Report

As a user, I need to the ability to access the Whiteboard Patient Treatment report for any date after the Patient checks out, similar to the Patient Orders report to show the staff that marked a patient order on the whiteboard as completed or DNP ...
over 9 years ago in Reporting 0 Future consideration

Reports: Snapshot - need End of Year version

Users need to be able to compare key performance indicators such as revenue, # of inv and new clients over the past 3-5 years represented in a graph. Currnetly they can accomplish using Snapshot and EOM periods, but would like to see information o...
over 8 years ago in Reporting 0 Future consideration

Compliance Assessment Tool: add client classification filter

Add Client classification filter for the Compliance Assessment Tool.
about 9 years ago in Reporting 0 Future consideration