Generating a List of Top-Spending Clients (DVMAX version 7)

Owned by John Bellos (Unlicensed)
Apr 05, 2016

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 Spent YTD Field section of this chapter.

 

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.
  • In the Available Fields list to the left of the screen, click the down arrow until you see Client ID.
  • Click the plus sign or arrow beside Client ID once. This will expand the list under Client ID.
  • Locate Spent YTD in the list under Client ID. 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”
  • Click Dynamic Client, double click on “[Dynamic_Client]Spent YTD
  • Drag [Dynamic_Client]Spent_YTD from the “Related Tables” box over 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.