Applies to DVMAX version 7.5 , 7.6, and to 8.0)5
Determining which of your clients have spent the most over the course of the year involves performing a search and printing the results of that search.
Important Note:
Generate a list of top-spending clients before updating the Spent YTD Field. For more information, see the Updating the Clear Clients Spent YTD Field section of this chapter. section in the End Of Year Checklist document.
Determine a Spending Threshold
You need to decide on a spending threshold before performing a search for your top-spending clients. Simply put, the spending threshold is the minimum dollar amount a client must have spent at your clinic over the past year in order to be included as a top-spending client. For example, if you would like to see all clients who spent more than $1500 at your clinic over the last year, then $1500 is your spending threshold.
Generating the List of Top-Spending Clients
- To generate a list of the year’s top-spending clients:
- On DVMAX Client, click on the Section menu and choose Clients and Patients. The Find window appears.
- Search for Clients by General.
...
- Click the Query button in the lower right hand corner of the Query Editor screen.
- The time required to perform this search is dependent on the speed of your computer and the number of clients and invoices in DVMAX.
Printing the List of Top-Spending Clients
To print your list of top clients:
...
NOTE: To export this list, before going to File to Generate, go to File, destination, and choose Disk File. Then go back to File and generate. It will prompt you to save it.