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Your Best Clients and Client Spend

How much have your clients spend over a period?
How many times have they attended the surgery?
Who are my top 20%

The option to answer these questions is Client Totals.

This is located:

Reports -> Financial Reports -> Client totals To look at your top xx% set option 9 (Totals or Pareto) to 'Pareto'
For number of visits or spend select 'Totals'

Set the other options to restrict by client range, client type, status code etc. - Run the report.

These options will printout a fair amount of data (depending on selection criteria) - how can you reduce it?

If you are interested in the 'raw' figures then you will find some 'CSV' files are generated automatically:

Option Filename
Pareto pareto.csv
Totals totals.csv

You can then use:

Main Menu -> Text Utilities -> CSV Files -> Scan {Classic}
Main Menu -> Reports Utilities -> Windows Export Files -> Scan {New Style} Scroll down the list to locate the file you are interested in and select it. This should cause Excel to be appear and the data loaded. You can now analyise it as required or generate a mail shot to the appropriate clients.

Tip: If you want the CSV files but are not interested in the actual printout - Swap printers with F9 to 'File to Disk' and then run the report - in this case the report will go to the spooler and not to the printer.

Veterinary Solutions Technical support: support@vetsolutions.co.uk

Telephone: 0131 556 0555 Fax: 0131 556 3525