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AVImark Forum::Shared Information Searches::Search Request-
 AVImark Forum :: Shared Information Searches
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 Subject :Search Request-.. 01-04-2012 05:25:25 
Terina
Advanced User
Joined: 06-09-2009 04:32:31
Posts: 238
Location: Poland, Maine
Hi there,
I am not sure if this can be done or not, but I would like to run a specific report for clients with e-mail addresses.

We already have a basic search that tells us how many e-mail addresses we have on file.

What I'm looking for is a report that tells us how many e-mail addresses we collected within a certain time frame.

For example, how many clients did we see this week and how many of these accounts have e-mail addresses associated to them?

Can this be done, and if not, is there a similar search we could create?

Thank you!
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 Subject :Re:Search Request-.. 01-12-2012 03:39:48 
Information Search Ideas
Advanced User
Joined: 10-11-2010 09:14:32
Posts: 72
Location
Hi

The following search will do two things:
  • It can be run to find all clients seen in the last 7 days
  • It can also be run to find ONLY clients seen in the last 7 days who have email
The account numbers are counted.

To run the search to find ONLY clients with email then you will check line #2 on the search criteria tab.
To run the search to find ALL clients then you will uncheck line #2 on the search criteria tab.

Compare the two counted results to see the percentage of clients who have an email address listed.
This doesn't take into consideration if the client is new, old, or if any client or patient are marked inactive, deceased, etc...
It only looks to see if they have medical history in the last seven days.



search [Client] code 'M$BB0688' name 'Clients Seen Weekly'
category 'MSS Searches' (
[Client] exists in (
[History-Date] is greater than 'T-7'
) and
[Client-E--mail] is true
) report (
[Client-Account] summary (count),
[Client-Full Name] width 30,
[Client-E--mail-Text] width 30
) sort by (0 ascending)
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