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Status Future consideration
Categories Reporting
Created by Guest
Created on Mar 31, 2020

RELATED ENHANCEMENT REQUESTS

Reporting general enhancements

General enhancements to improve reporting for users:
* add client email address to report saved file formats that use client and/or patient information
* add standard sort options as report data includes: ex: Client ID/name, Pt ID, name, Staff ID, Date, Item ID/description, item qty, revenue/dollars, Class ID, subclass ID
* add standard range option as report data includess: Client ID/name, Pt ID, name, Staff ID, Date, Item ID/description, Class ID, subclass ID, item status, client status, pt status, staff status, invoice type, revenue center
* improve use of multiple filters with and/or statements (enable parenthesis around grouped filter ranges)
* report export includes all data from report preview, including calculated field data (ex: Daily Summary, Inventory turnover or COGS report)
* all date range fields use f2/double click for a calendar picker, allow for pre-formatted numerical entry without need for user entered slashes to separate DD/MM/YYYY
* With status range option of status, entry for starting and ending should consistently be "Active" or "Inactive". Some reports use 0 or 1 for active and inactive. Exported report exported should also show as such vs 0 and 1
* time display in am/pm (Census report)

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