Recall Related

This option is very similar to 'Client Lists' or 'Management Related' within Premvet, that is you have a selection screen, enter the details to search for and the report will be generated.

When selected you will see a screen similar to: 

1.. Species      : Canine|Feline
2.. Recall Name  : Vacc
3.. Recall is    : Blank
4..              :
5.. Age (Minimum): Ignore
6.. Age (Maximum): Ignore
7.. Surgery      : All
8.. Sex          : Ignore
9.. Last Seen    : Ignore
10. Calss          :
11. Order by     : Address
12. Is a Client  : Yes
13. Bad Debtor   : No
14. Status Codes : Ignore
15. Ignore Status: Ignore
16. Output Format: Standard
17. Restrict By  :
18. Show         :

Select option to change, <*> to reset,  to continue ..

Pressing the <ESC> key will return you to the menu without running any reports.

Select the option to change and you will be prompted for the additional information. If you want to set all the options back to their defaults enter an asterix (*). the system will remember the criteria last entered so you can build up in steps if needed to fine tune the report.

The details displayed will vary based on the criteria you selected, they will all however, include the full client name and address to allow the clients to be mailed.

Dead animals will be ignored automatically.

The options are:

1 Species The species that you want to include in the report. This uses a 'regular expression' so multiple species can be entered by separating them with a pipe symbol (|). e.g. Canine|Feline will include animals where the species either contains 'CANINE' or contains 'FELINE'.

2 Recall Name Which recall are you wanting the report for. If you enter a question mark (?) a pop-up box will appear with all your recalls listed. The system will look at the START of the recall name - you do not need to enter the fullname - just enough to make it unique. Multiple recall names can be entered if required.

3 Recall is This can be one of:
GivenThe recall was GIVEN between two specific dates.
ExactThe recall is DUE between two specific dates.
Duethe recall is DUE based on the dates specific in option 4. The date option will prompt you for due in xx months.
OverdueThe recall is overdue based on the dates entered in option 4. You have the option to ignore recalls that are overdue for a spcific period.
BlankThe recall is MISSING from the record card.
ZeroThe recall is present on the record card by the interval has been set to zero. No dates are checked with this option.

4   Will change based on what is selected in option 3.

When entering Due or overdue you can enter X followed by one of Years,Months or days - the default being years if nothing is entered.

With the Given and Exact options you should specify two dates separated by 'and'.

5 Age (Minimum) The minimum age of the animal. As with the dates above you can enter a number followed by Years, Months or Days. Animals UNDER the age you specify will be ignored.

6 Age (Maximum) criteria as per Age minimum, animals older than this will be ignored.

7 Surgery Surgery NUMBER the animal is registered at.

8 Sex The sex of the animal - either Male or Female.

9 Last Seen This can be one of:
dd.mm.yyyy AND dd.mm.yyyy Between the dates specified
dd.mm.yyyy Greater than the date specified
XX Years Seen in the last XX years
XX Months Seen in the last XX Months
XX Days Seen in the last XX Days

10 Class If the animal is in a classification, you have the following options:
Equals = Exact match
Contains ~ The text is contained in
Greater Than > Greater than (number)
Less Than < Less Than (number)
If the text starts with an ! then the match will be reversed.

11 Order by This relates as to what order you want the results sorted by. It can be one of:
Record Record number.
Surname Client Surname.
Address Address line 3 then address line 2.
Last Seen The last seen date.
Postcode The client postcode.
Due The date the recall is due.

12 Is a Client The 'Is a Client' flag - default is yes, can be switched to No or Ignore.

13 Bad Debtor The 'Bad Debtor' flag - default is No, can be switched to Yes or Ignore.

14 Status Code A list of Status codes to look for - leave blank to set to ignore. If something is entered ONLY records where the status code matches will be included.

15 Ignore Status Status codes to ignore - leave blank to set to ignore. Records where the status code matches what is entered will be ignored.

16 Output Format What information do you want the report to include. It can be one of:
Standard Run the report and see - the basic information.
Extended Similar to Standard with a few extra fields to ensure the correct animals are selected.
Premvet Compatible with the recall program within Premvet.

17 Restricted by Allow you to enter additional SQL fields. See restricting the search later on. It is unlikely you will need to use any of the Special options during 'normal' use.

18 Show If you want additional animal fieldds added to the output you can specify them here. For example to include the breed just enter breed for breed and weight enter breed, weight - that is separate each field with a comma (,).

Once you have run the report you will be asked if you wish to :

Save it Save it under 'My Stored Reports'.
Print Print out the results.
File Send the results to a file to allow you to use Excel/Works/OpenOffice to mail merge the results.