DVMAX Custom Reports

Owned by Amy Blanchard
Last updated: Feb 01, 2017 by Kelly Cosenza (Unlicensed)

Applies to: DVMAX v8.0 and higher

Operating System: Windows and Macintosh


Overview: Custom reports is an ever expanding section of reports available to clinics. There are often new reports available with each new version of DVMAX, but these reports may also be made available to users between development cycles. 


Accessing Available Reports:

  • Section pull-down / General Management / Reports (can also be accessed from the Reports button in the Command Palette) 
  • Custom Reports are located below the Standard Reports section. A brief description of each report is included.

Running Custom Reports: 

  • Double-click on the report (a web browser window will open)
  • Enter the requested information
  • Click Generate Report
  • Report details will open in web browser window
    • Where applicable, the Patient name can be clicked and the link will open the patient record in DVMAX Anywhere (Refer to DVMAX Anywhere & Web Features for more information on DVMAX Anywhere)

Helpful Hint: Many of the custom reports are designed to allow users to copy and paste the information into Excel.

    • Click into the report
    • Use Ctrl or Command-A to highlight the entire report contents
    • Copy and Paste the information into Excel


Troubleshooting:

"I get a message that my web browser cannot connect to the server when I click on any of the custom reports"

Verify the Web Server is running with a valid IP address

  • Section pull-down / System Constants / User Settings
  • Under the Web: section, Click Start Web Server
  • Enter a Valid port number (the default is 7500 or 7501 and can be left as such)
  • Click Set Port ID
  • Display Test Page - If you click yes, a DVMAX Practice Login screen should appear
    • If the login screen does not appear, your IT tech should confirm that the port number entered is not being blocked by any firewalls on the server


"I only get a login screen in my web browser when I click on the Custom Report"

Some custom reports require an additional level of security to ensure the user has access to view the financial information. Users must log in using a DVMAX user name and password that has access to Practice Financials.


Additional Resources:

  • DVMAX User Manual v8.6 - Custom Reports section