Show a list of new clients
Data about new clients can help your organization keep accurate data for reporting.
- Make sure that your device has a spreadsheet app installed (for example, Microsoft Excel or LibreOffice Calc)
- Make sure that your user account has the Contacts report permission
Note: You can use the method given in Find client contact records made in a date range as an alternative to this method.
- Select Reporting.ezyVet shows the reports that are available for you to use.
- Select Contacts.ezyVet shows the report settings.Trouble: If ezyVet does not show Contacts, your user account does not have the Contacts report permission. Speak to your practice manager.
- In the Format section, select Excel or CSV.
- Select Exclude Inactive Contacts.
- In the Only show contacts that have been invoiced since box, enter the initial date that your organization invoiced the clients.
- Select Print.ezyVet downloads the report to your device.
- Use your spreadsheet app to open the report.The date that each client contact record was made is in the Contact Created At column: