Reports

Question 1

This report provides current prices (price list).

Answer 1

Invoice Item Setup Report

Question 2

This report should be run before I process end of year

Answer 2

Inventory Cost Report/Cost Totals Report

Question 3

I use this report to balance my drawer at the end of the day.

Answer 3

Daily Deposit report

Question 4

This report (s) will help me find payment errors made in Cornerstone.

Answer 4

Daily Audit Trail or Daily Payment Register

Question 5

This provides a list of open PVL’s that need to be invoiced.

Answer 5

Monthly Reports-Patient Visit List By Date or by Type

Question 6

List of all my new clients

Answer 6

New Client report (Daily or Monthly)

Question 7

Number of invoices per Staff

Answer 7

Statistics By staff report (Daily or Monthly)

Question 8

Report of clients with Address and email

Answer 8

Client Master Report

Question 9

Report of clients and a listing of all their patients

Answer 9

Client/Patient Master Report

Question 10

Best report to filter for patients of a certain breed

Answer 10

Patient By Name report

Question 11

Report to see who purchased what and how many

Answer 11

Invoice Item Sales Information

Question 12

I want to see who my top clients/top sales for the year are.

Answer 12

Yearly Reports-High/Low Client Sales report

Question 13

Report of the call backs I have to make

Answer 13

Reminder Recall Report

Question 14

Report of who is coming due for reminders or overdue reminders

Answer 14

Reminder Letter Report

Question 15

List of items generating reminders

Answer 15

Invoice Item Reminder Information Report

Question 16

Report of clients who have not been in the practice in the last three years

Answer 16

Client and Patient Report Builder: Use Last Invoice Date as filter

Question 17

Monthly Report of sold inventory with Net Sales and Profit

Answer 17

Cost of Goods Sold (any of the filters)

Question 18

Monthly Reports that can filter by Staff, Class, Item, Type or Subclass

Answer 18

YTD Net Sales Reports (no other reports offer subclass)

Question 19

List of everyone who owes me money

Answer 19

Accounts Receivable Report (Monthly)

Question 20

Report of who had a heartworm test in the last three years, but did not buy heartworm preventative

Answer 20

Client and Patient Report Builder: Use Items Included/Not included in Patient History Filter