New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • expand_more

      Clients

      • Find and show client information

  • Vello

  • ezyVet Scan

  • ezyVet Go

  • Vet Radar

  • ezyVet Data Lake

  • IDEXX SmartFlow

  • ezyVet Connect

  • Knowledge Center: New and published

  • Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Clients
  6. arrow_right
  7. Find and show client information

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Find and show client information

chevron_right

Find clients who spend the most money

The output of the Payment Revenue By Group report can include information about which clients spend the most money.

To find the applicable clients, do this procedure.
  1. Select Reporting.
    The Reporting tab
  2. In the settings list, select Sales.
    The Sales setting
  3. Select Payment Revenue By Group.
    The Payment Revenue By Group report
    ezyVet shows the report settings.
  4. In the Format section, select Excel or CSV.
    The Format section
    Tip: If you have many clients, select CSV.
  5. Go to the Base Options section.
  6. In the Dates(Inclusive) boxes, enter the applicable date range.
    The Dates(Inclusive) boxes
  7. Set Group By to Customer.
    The Group By setting
  8. Set Commission based on to Paid & Applied Within Period (Deprecated).
    The Commission based on setting
  9. Select Print.
    The Print button
    ezyVet downloads the report to your device.
  10. Use a spreadsheet app to open the report.
The Total Paid column of the report output shows clients who spend the most money:
The Total Paid column
Parent topic: Find and show client information
Related concepts
  • Contact record search
  • Reports and methods to find client information
Related tasks
  • Find SMS messages of a client
  • Find all clients that have Hear About Option data
  • Show a list of new clients
  • Show a list of clients
  • Get a list of inactive clients
  • Show a report of all client records that are disabled
  • Find client contact records made in a date range
  • Find clients who are in a region
  • Get a list of client email addresses
  • Find all communication records of a client and do a record export
  • Print a client address label
Procedure
ezyVet

Last updated: July 22, 2024

chevron_leftchevron_right

Related Articles:

  • Find and show client information
  • Contact record search
  • Reports and methods to find client information
  • Find SMS messages of a client
  • Find all clients that have Hear About Option data
  • Show a list of new clients
  • Show a list of clients
  • Get a list of inactive clients
  • Show a report of all client records that are disabled
  • Find client contact records made in a date range
  • Find clients who are in a region
  • Get a list of client email addresses
  • Find all communication records of a client and do a record export
  • Print a client address label

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in