Reports Flashcards
(20 cards)
This report provides current prices (price list).
Invoice Item Setup Report
This report should be run before I process end of year
Inventory Cost Report/Cost Totals Report
I use this report to balance my drawer at the end of the day.
Daily Deposit report
This report (s) will help me find payment errors made in Cornerstone.
Daily Audit Trail or Daily Payment Register
This provides a list of open PVL’s that need to be invoiced.
Monthly Reports-Patient Visit List By Date or by Type
List of all my new clients
New Client report (Daily or Monthly)
Number of invoices per Staff
Statistics By staff report (Daily or Monthly)
Report of clients with Address and email
Client Master Report
Report of clients and a listing of all their patients
Client/Patient Master Report
Best report to filter for patients of a certain breed
Patient By Name report
Report to see who purchased what and how many
Invoice Item Sales Information
I want to see who my top clients/top sales for the year are.
Yearly Reports-High/Low Client Sales report
Report of the call backs I have to make
Reminder Recall Report
Report of who is coming due for reminders or overdue reminders
Reminder Letter Report
List of items generating reminders
Invoice Item Reminder Information Report
Report of clients who have not been in the practice in the last three years
Client and Patient Report Builder: Use Last Invoice Date as filter
Monthly Report of sold inventory with Net Sales and Profit
Cost of Goods Sold (any of the filters)
Monthly Reports that can filter by Staff, Class, Item, Type or Subclass
YTD Net Sales Reports (no other reports offer subclass)
List of everyone who owes me money
Accounts Receivable Report (Monthly)
Report of who had a heartworm test in the last three years, but did not buy heartworm preventative
Client and Patient Report Builder: Use Items Included/Not included in Patient History Filter
