U. Transaction by Customer
- Bart Rogacewicz
Analytics
To get to the Transaction by Customer Report screen, click on Reports -> U. Transaction by Customer.
The Transaction by Customer report offers the store the ability to search for all transactions in a date range for a specific patient.
Select the date range with the From / To calendar buttons then enter the Customer information and select them from the search grid. You can generate the report for All Items, RX Items or Non-Rx Items by making a selection in the Generate For drop-down box.
When ready to generate the report simply click "Generate Report".
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.