Client Totals

This report 'Reports' -> 'Financial' will display/print the amount a client (or range of clients) has spent over a specific period. When this option has been selected e.g.

                   PREMVET 5 MULTI USER SYSTEM Version 2.190
Date : 28.09.2000            XYZ Dummy Practice                       User: PVS
                           Client totals/Pareto (PVS)

1.. Start at              :     1
2.. Finish at             : 25489
3.. Client types          : All
4.. Species               : All
5.. Surgery               : All
6.. Ignore Status Codes   : None
7.. Start Date            : 04.10.1999
8.. End Date              : 28.09.2000
9.. Totals or Pareto      : Totals
10. Ignore if Balance <   :     0.00


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Enter option to change, <Q>uit or <C>ontinue [C] ..

You will be asked to enter:

1. The range of clients required.
2. The client types e.g. SA for Small animal, FC Farm clients etc. More than one type may be selected e.g. EQFC should be typed in for equine and farm.
3. Whether to limit the report to specific species, allowing you to target particular practice segments.
4. Surgery - target particular practice locations.
5. The start and end dates for the report.
6. Ignore Balance - Exclude clients with a balance less than xx.xx
7. Ignore Status - Exclude animals with a specific status code.
8. Whether to print or display the results.

As this report is also combined with the pareto report make sure option 9 - is set to Totals

The results will be broken down by:

• Client Type (SA, FC and EQ)
• Species (Canine, Feline and Others)
• Insurance status

The system will attempt to work out the number of times the client has been seen and give an average figure per visit. It does this by looking at the dates the client has had work done on. If the client was seen twice on the same day this will only be counted as one visit.