Generating a List of Top-Spending Clients (DVMAX version 7.5 to 8.5)

Owned by John Bellos (Unlicensed)
Last updated: Nov 30, 2016 by Amy Blanchard
3 min read

Applies to DVMAX version 7.5 to 8.5
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 Clear Clients Spent YTD 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 Search button. The Query Editor window appears.
  • Change the tables from Related Tables to All Tables by clicking the down arrow.
  • In the Available Fields list to the left of the screen, click the down arrow until you see Dynamic_Client.
  • Click the plus sign or arrow beside Dynamic_Client once. This will expand the list under Dynamic_Client.
  • Locate Spent YTD in the list under Dynamic_Client. Click Spent YTD once.
  • In the Comparisons list to the right of the screen, click is greater than or equal to once.
  • Type your dollar threshold in the Value box. Do not type the dollar sign ($).
  • 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:

  • While viewing the client list, go to the File menu and choose Print...; The Printing Clients window appears
  • Choose Custom from the Report List and click Print. The Quick Report window will appear.
  • In the Quick Report Window, Make sure “related tables” is selected.
  • Double click on “Full Name”
  • To add the spent YTD field, click the columns menu at the top, then click add
  • A Formula Editor window will appear, in the column called Command By Themes, scroll till you find the field dyncli_getSpentYTD and double click it
  • Click OK and a column will show up labeled C1, click underneath the column header C1 and add our own custom title called Spent YTD
  • To sort the list from greatest to least, change your tables to Report Columns under Report Parameters
  • Click on Spent YTD column and click the green arrow to the right to send it into the sort order box
  • Click the 'up arrow' once, which makes it look like a 'down arrow'. This will sort the list by Descending (biggest spender first.)
  • Go to the File menu and choose “Generate”
  • This will print the list of clients who have spent more than the amount specified in your previous search, and will be sorted by the greatest to least.

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.