Data conversion information for Cornerstone: Report data
The data conversion process does not convert the data of report records from Cornerstone. But after the data conversion process is completed, a prospective customer can use ezyVet to make reports about your converted data.
The table that follows show some examples of frequently used Cornerstone reports and the equivalent reports in ezyVet:
| Cornerstone report | ezyVet report | Documentation |
|---|---|---|
| Show a summary of monthly sales by practice | The Invoice Revenue By Group report | To use the Invoice Revenue By Group report to show a summary of monthly sales by practice:
|
| Income Reconciliation / Sales Tax Summary (Closed Invoices) | The Invoice Revenue By Group report | To use the Invoice Revenue By Group report to show your organization's income reconciliation and sales tax:
|
| Service and Inventory Sales by Revenue Center | The Invoice Revenue By Group report | To use the Invoice Revenue By Group report to show your organization's sales information for each department:
|
| Inventory Cost & Purchase Reports | The Inventory Value report | Show the quantities and financial values of inventory products |
| New Clients | Use the Contacts report | Show a list of new clients |
| New Patients | Use the Records dashboard tab | Find patient records made in a date range |
| Active Patients | Use the Records dashboard tab | Find alive patients (Animals report method) |
| Total number of Invoices | The Performance Summary report | To use the Performance Summary report to show the total number of invoices of your organization:
The output of the report shows the Other KPIs section. The Other KPIs section shows the Total # of Invoices row. The row shows the total number of invoices of the applicable period. |
| Doctor Average Transaction | The Performance Summary report | To use the Performance Summary report to show the average of the value of invoices of each staff member:
The output of the report shows the Average Invoice Total by User section. The Average Invoice Total by User section shows the average of the value of invoices of each staff member. |
| Doctor Adjusted Sales | The Performance Summary report | To use the Performance Summary report to show the revenue of each staff member:
The output of the report shows the Revenue by User section. The Revenue by User section shows the total revenue of each staff member of the applicable period. |
| Client Sales by Name/Type | Use the Payment Revenue By Group report | Find clients who spend the most money |