Client and Patient Report Builder: Customized reporting

Create and run custom reports based on client and patient criteria such as client sales, postal codes, patient species, and billing history items.

Create a report

1. Reports > Client and Patient Report Builder
2. Click New. You can also select an existing report and click Copy.
3. Enter a name for the report.
4. Select the order to display results from List results in order of dropdown and a range, if needed.
5. Select Show clients only to avoid generating duplicate mailing labels or letters when working with a document merge from file or other word processing program. Ex: A client has multiple patients fit the criteria, but you only need one mailing label for them or need to see them on the report once.
6. Select and enter applicable criteria as needed on the Client Information tab:
   • Date record created: when the client was first added to Cornerstone
   • Last invoice date: when the client last has a posted invoice
   • Number of patients
   • Sales this year: based on current year from end of year processing
   • Sales Last year: from the most recent year closing from end of year processing
   • Home practice: This option is available for practices using the Multi-location Single Database feature. it is based on the on the designated practice at time of report.
   • Credit Code
   • Postal code
   • Client balance information
7. Click the Patient Information tab to select and enter applicable criteria as needed:
   • Date recorded created: This is when the patient was added to Cornerstone
   • Last visit date: when the patient was last on a posted invoice
   • Birth date range
   • Include inactive patients: based on patient status at time of report
   • Include deceased patients: based on patient status at time of report
   • Species
   • Breed
   • Sex
   • Patient Classification: based on designated classification for the patient at time of report
   • Items included in patient history, with date range and Match all criteria selection
   • Items not included in patient history, with date range and Match all criteria selection

Manage reports

1. Reports > Client and Patient Report Builder
2. Select an existing report and click:
   • Update to modify a report’s criteria and click Save
   • Delete to remove a report you no longer need, and then click Yes to confirm.
   • Copy to use existing report as a basis for a new report and click Save

Run reports

1. Reports > Client and Patient Report Builder
2. Select a report in the list and click Run.
3. The report preview displays the number of found records and report pages.
4. From the report preview, do one of the following:
   • Click Print to select print options and click OK
   • Click Labels to select print options and click OK. Print dimensions are formatted to the Avery 5160 sized label.
   • Click Save to save to a file. Select a file location, enter a file name, choose a file format (.txt, .csv, etc.) and click Save.
5. Click Close to return to the report list.

Additional information

Related reports

• New Client Report
• Invoice Item Sales Information Report
• Compliance Assessment Tool reports
• Client Master Report
• Client/Patient Master Report
• Patient by Name Report
• Mailing Labels Report
• High/Low Client Sales Report
• Accounts Receivable Reports