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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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office:customer_relations_management:user_preferences [2011/12/15 23:46] markphillips |
office:customer_relations_management:user_preferences [2018/12/23 12:11] (current) |
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| ===== Reporting on the Fields ===== | ===== Reporting on the Fields ===== | ||
| - | You may want to request help from CCS Staff, this section involves SQL Coding which most users are not familiar with. | + | You may want to request help from CCS Staff, this section involves SQL Coding which most users are not familiar with. To use this feature, you would need to access [[office:reporting:pivot_reporting|Pivot Reporting]]\\ |
| - | If you wanted to pull a report that showed when a patient first signed up, you would use a statement like this: | + | If you wanted to pull a report that showed when a patient first signed up, you would use a statement like this:\\ |
| SELECT clFirstName,ClLastName,FieldRepMemo as SignUpDate | SELECT clFirstName,ClLastName,FieldRepMemo as SignUpDate | ||
| Line 27: | Line 27: | ||
| AND FollowUp>=GetDate() | AND FollowUp>=GetDate() | ||
| - | The Parts of the statement are as follows:\\ | + | **The Parts of the statement are as follows:**\\ |
| - | These are the fields to show. The first and last names of the patient. And the Date. FieldRepMemo is the field where the custom entries are always saved.\\ | + | **These are the fields to show. The first and last names of the patient. And the Date. FieldRepMemo is the field where the custom entries are always saved.**\\ |
| SELECT clFirstName,ClLastName,FieldRepMemo as SignUpDate\\ | SELECT clFirstName,ClLastName,FieldRepMemo as SignUpDate\\ | ||
| - | These are the the database table the information is stored in.\\ | + | **These are the the database table the information is stored in.**\\ |
| FROM tblClients\\ | FROM tblClients\\ | ||
| INNER JOIN tblProductOrders\\ | INNER JOIN tblProductOrders\\ | ||
| ON tblProductOrders.ClientID=tblClients.ClientID\\ | ON tblProductOrders.ClientID=tblClients.ClientID\\ | ||
| - | This is the criteria. In single quotes is the name of the custom field.\\ | + | **This is the criteria. In single quotes is the name of the custom field.**\\ |
| AND EventSubject='Primary Center Designation Date' | AND EventSubject='Primary Center Designation Date' | ||
| - | This is more criteria. In this case it says there must be a logon, the custom must be a date, and the followup date is greater than or equal to today. | + | **This is more criteria. In this case it says there must be a logon, the custom must be a date, and the followup date is greater than or equal to today.** |
| WHERE iSDATE(FieldRepMemo)<>0 AND Coalesce(ClLogon, '')<>'' | WHERE iSDATE(FieldRepMemo)<>0 AND Coalesce(ClLogon, '')<>'' | ||
| AND FollowUp>=GetDate() | AND FollowUp>=GetDate() | ||
| + | The report would yeild something like: | ||
| + | |John | Smith | 01/20/2011| | ||
| + | |Mary | Jane | 04/20/2011| | ||
| + | |Jim | Chough| 09/10/2011| | ||
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