Reports: How to search, run, and print

Create/run a report, apply sort and filtering as needed, then preview, print, or save the report to file.

Search for a report

Navigate to Reports > Find a Report.

1. Enter a keyword or phrase in the Search field and click Search
2. The top five report matches are marked within their expanded categories. Select show all matches to view all potential matches.
3. Click Show favorites only to display reports that meet the search criteria that are marked as favorites.

To browse all available reports, click [+] to open an individual report category group and display the reports within it or click expand all to open all category groups.

Note: The lock symbol denotes that the report is not available under the logged in user’s security settings. Locked reports cannot be run or marked as favorites.

Select a report to:

• View a report’s output fields, description of the report, and a preview of the report in the right panel.
• Click Favorite to mark the report as a favorite of the logged in user
• Click Create to run the selected report

Create a report

Navigate to Reports > Find a Report > select a report.

1. Review the report information and example to ensure that it is the correct report needed and click Create report in the upper right corner.
2. Add range filter(s) if needed and available to narrow report information:
   Note: See Save report criteria for detailed information on saving criteria for reports that are run frequently.
   • Select a range description
   • Enter starting and ending values such as date range, alphabetic or numeric sequence
   • Use the And/Or menu to add additional range(s) and determine if criteria results need to meet both (AND) or either (OR) range.
     AND example: a list of items sold within a specific date range AND Class ID
     OR example: a list of items sold within a specific date range and Class ID A or Class ID B
3. Do one of the following:
   • Click Preview to view the report. You can print or save from the preview window.
   • Click Print to set print options and print the report.
   • Click Save As to specify a file name and type to save the data to a file.

Save report criteria

You can save report criteria for non-inventory and Select End Of Period reports that offer sort and/or range filters. Up to 10 different sort and range entries can be saved per report and logged in user.

1. Set up the report with the needed sort and range filters.
2. Select Saved Criteria.
3. Click Create.
4. Enter a unique report name and Click OK.

To use saved criteria, update or delete it, do the following:

1. Select a report and click Preview or Print.
2. Select Saved Criteria.
3. Select the report name.
   
4. Do one of the following, as needed:
   • Use the report: Click Preview to run the report.
   • Update saved criteria: Make changes to sort and ranges, and click Update.
   • Delete saved criteria: Click Delete.

More on print, preview, and save

• Preview: View the report.
  • The number of records and report page count is displayed.
  • Report preview windows also have a print and save option available.
    Note: See Interactive Preview for details on report preview options.
• Print: get a physical copy.
  • Opens a print options window to select a printer, copies, page and range selections.
  • Some reports are sent directly to the default or assigned printer without an options window appearing. (Ex: Check in report, Snapshot report graphs)
• Save As: get a digital copy.
  • Save the report to a designated location.
  • Choose a file name and type such as PDF, csv, or xls.
  • Extra fields maybe available when saving a report. Select a report to see the additional fields available on the right side of the window.

Interactive preview

With the interactive preview you can sort, filter, find and print on select noninventory and End of Period reports. The functions are available based on the selected report. The selected report results can be previewed and printed.

See Report Examples for specific examples on how to use Sort, Filter, and Find.

Sort

1. Select the fields to sort by. Fields will sort in ascending order in the order they are displayed. Uncheck the box to sort descending.
2. Click on the buttons, as needed:
   • Insert: Will add a sort drop down box after whichever line is currently highlighted.
   • Add: Adds a sort drop down box at the end of all lines.
   • Delete: Deletes a highlighted line.
3. Click OK to apply filters and view report.

Filter

1. Select the column to filter by.
2. Select an operator.
3. Select the appropriate value.
4. If additional lines are needed use and/or and click Add to add lines.
   • Click Delete to delete lines.
   • Click Reset to clear all filters.
5. Click Ok to apply filters and view the report.

Find

1. Select the field to find information for.
2. Enter what you are looking for (last name, etc.)
3. Select the direction you want to search in.
4. Click Find Next or cancel to stop the search.

Right click options

Right click on a line of data to access additional options such as, access to the Patient Clipboard and copying lines. Options vary by report.

Report examples

Review the following examples for uses of the Interactive report preview.

Filter for blank email addresses

Filter the Client Master Report for blank email addresses.

Find all invoices for a specific client ID

On the Treatment report, use Filter to search for a specific Client ID for all their invoices from a report’s date range.

Sort accounts receivable by balance due

Sort the Accounts Receivable Report by balance due, or by status of the balance due. Example: 30, 60, 90 days past due, or current.

Sort to by sales or quantity to view top sold items

Sort any of these end of month sales reports by sales or quantity to see your top items sold.

• Inventory Sales Report by Closed Invoices
• Serv. Sales Report by Closed Invoices
• Cose of Goods Sold by Class, Item

Find sales for a specific patient

On the Invoice Item Sales Information report, search for sales for a specific patient and right-click on their name to access their Patient Clipboard.

Additional information

Starting and ending values

• Starting value must be equal to or less than the Ending value, numerically, alphabetically, or historically.
• Double-click /F2 in date fields for a calendar picker
• Double-click /F2 in list fields to access the associated list
  Examples: Class ID, Staff, Invoice Item, etc.

Filtering

• End of period (EOP) reports do not have alternate sort orders and may not have range filters available
• Filters are not available if more than one report is selected to print at the same time (EOP reports only)
• The options available in each filter vary based on the report
• When using a date range filter, enter it as the first line when using more than one range description

How IDs are sorted

• Cornerstone uses an alphanumeric sorting process, as a dictionary does, since IDs can be alphabetic, numeric, or alphanumeric
• Numbers are treated as letters when sorting a list
  

Compound filtering example

This filter will yield a report with all invoice items sold between January 2, 2023 and June 30, 2023.

This filter will yield a report with all invoice items sold between January 2, 2023 and June 30, 2023 that are in the Invoice Item Class FLEA.

This filter will yield a report with all invoice items sold between January 2, 2023 and June 30, 2023 with either the Invoice Item IDs 7302 through 7309 or the Invoice Item IDs FREE1, FREE2, FREE3, FREE4.

Resources

• Reporting Quick Reference Guide
• Frequently Used Report Guide
• 3-min video: Reporting: Search Like a Pro
• IDEXX Learning Center CE course: Cornerstone Reports Learning Journey