Client reporting

Navigate to Reports > Find a Report > Equine > Treatment Report.

1. Keep the date range as first line, add AND.
2. Add Invoice Status range to include only open or closed invoices, if needed, and add AND. See notes.
3. Add patient ID range (if client’s patient IDs are sequential) or add Patient ID row per patient ID with OR statements in between.

Treatment report for a YTD date range with only closed invoices for a client’s two patients.

Notes:

• Report date filters on either report looks at the line-item date, not the invoice save/post date.
• Reported amount includes any applied preset discounts. Sales tax amounts are included when report is saved to file (csv, xls).
• All invoices statuses (open/closed) are included on the report unless they were added as a report range filter. The invoice status is indicated when saved to a file. Example: closed/posted = 1, open/saved = 0.
• Manual discounts and payment information is not included in the report.
• It is not recommended to run the report for more than 1 patient at a time.
  • This is to ensure the application of the date range and the invoice status is consistent.
  • If patient IDs are consecutively sequential, a patient ID range for the client’s pets could be used.
    Example: patient IDs 33201, 33202, 33203.

Navigate to Reports > Find a report > Invoice item > Invoice Item Sales Information.

1. Enter the Invoice date range, add AND.
2. Enter the Client ID, as the last range.
3. Click Preview.

Notes:

• The date range on this report looks at the line-item date from a posted invoice. If it is common for your practice to have multiple days on a single posted invoice, adjust the range accordingly.
  Example: Items dated from the end of August would not display on a report with a date range of September.

Report option 1

Navigate to Reports > Find a Report > Client > Client Master Report.

1. Select the appropriate sort order for your needs.
2. Add range filters as needed, such as Status, if only active clients should be listed on the report.
3. Click Preview, Print, or Save As.
   • Choose the file type that is appropriate for the reason of the list.
   • Example: Sending a list to a trusted vendor for a specific marketing campaign.

Notes:

• The client’s primary phone number and email address display on the report.
• To locate clients without an email address:
  • Save the report to csv or xls format.
  • Use filter tool on the email address column and filter for blank fields.
• Search ‘phones’ or ‘email’ in the Report Search window for all available reports.

Report option 2

Navigate to Reports > Client and Patient Report Builder.

1. Create a new or update existing report using applicable Client Information. Example: Last invoice date, classification, sales, etc.
2. Save the report and click Run.
3. Click Print, Labels, or Save.

Notes:

• Once created, you can also access the custom report to run or update from Reports > Find a Report > Client and Patient Reports.
• Client and Patient Report Builder report output is preformatted for mailing labels (Avery 5160 equivalent). The client email address is available in the saved file format.

Navigate to Reports > Find a Report > Client > Mailing labels.

1. Select the appropriate sort order for your needs .
2. Add additional range filters as needed, such as client ID, postal code or species/breed.

Notes:

• Report is pre-filtered for active clients and patients.
• The only option for this report is to save to a file. Print and preview options are not available.

Report option 1

Navigate to Reports > Find a Report > End of Year > High/Low Client Sales.

1. Select the appropriate closed period(s). Use Shift + click to select multiple consecutive periods, if needed.
   
2. Click Preview, Print, or Save As.
3. Apply any range filter(s) as needed, using AND/OR statements. Example: Status of active AND Top Clients of 50.

Report Option 2

Navigate to Reports > Client and Patient Report Builder.

1. Create a new or update an existing report using applicable Client Information. Example: Last invoice date, classification, sales this year and sales last year, etc.
2. Save the report and click Run.
3. Click Print, Labels, or Save.

Notes:

• After running the High/Low Client Sales report for top number of clients, you can use the ‘low’ value (dollar amount), as the beginning sales this year value, to create a similar client list and quickly print mailing labels.
• Once created, you can also access the custom report to run or update from Reports > Find a Report > Client and Patient Reports.
• Client and Patient Report Builder report output is preformatted for mailing labels (Avery 5160 equivalent). The client email address is available in the saved file format.

Report option 3

To have the client sales broken down into service and inventory sales, navigate to Reports > Find a Report > End of Year > Client Sales Report – By Client ID or By Client Name.

Navigate to Reports > Find a Report > End of Month > Accounts Receivable Report – By Client ID or By Client Name.

1. Select the appropriate monthly period.
2. Click Preview, Print, or Save As.
3. Select a filter if needed and click OK.

Notes:

• Balances in (red) indicate a credit balance.
• Totals and percentage of total balance display at bottom per aged period.
• Search ‘owes’, ‘balance due’ or ‘receivables’ in Repost Search window for available reports.

Report option 1

Navigate to Reports > Find a Report > End of Day, Month or Year > New Client Report By Client ID or By Client Last Name.

Notes:

• Clients are added to the report once they are added to Cornerstone, whether they had any activity or not.
• A by Practice report version is available for multi-location – single database (MLSD) configured practices and based on the client’s assigned Home Practice.

Report option 2

Navigate to Reports > Client and Patient Report Builder.

1. Create a new or update an existing report using applicable Client Information. Example: Date record created, last invoice date, and sales.
2. Save the report and click Run.
3. Click Print, Labels, or Save.

Notes:

• Once created, you can also access the custom report to run or update from Reports > Find a Report > Client and Patient Reports.
• Client and Patient Report Builder report output is preformatted for mailing labels (Avery 5160 equivalent). The client email address is available in the saved file format.
• Search ‘new client’ in the Report Search for a list of all available reports.

Several reports display the number of new clients added to Cornerstone based on the selected period(s):

• Reports > End of Period > End of Day > Daily Sales Summary
• Reports > End of Period > End of Month > Monthly Sales Summary
• Reports > End of Period > End of Year > Yearly Sales Summary
  
• Reports > End of Period > End of Day > Current Activity Report
• Reports > Snapshot > Practice > Number of New Clients For Practice

Notes:

• Snapshot reports are based on processed end of month periods.
• Search ‘new client’ in the Report Search for a list of all available reports.

Navigate to Reports > Client and Patient Report Builder.

1. Create a new or update an existing report using applicable Client Information. Example: Last invoice date, classification, postal code, etc.
2. Save the report and click Run.
3. Click Print, Labels, or Save.

Notes:

• Once created, you can also access the custom report to run or update from Reports > Find a Report > Client and Patient Reports.
• Client and Patient Report Builder report output is preformatted for mailing labels (Avery 5160 equivalent). The client email address is available in the saved file format.