Transactions List

View sales history with transactions lists in VetIMPRESS. 

A client is always selected in VetIMPRESS, whether looking at an individual farmer, or whole practice transactions.

In this article

Generating a List for One Client             

Steps to generate a transactions list for an individual client:

  1. Navigate to CLIENT → Reports → Data Lists → Transactions
  2. Select Transactions under the top left drop-down menu.
  3. Choose or custom create Date Range for the period you wish to view.
  4. Sort and Filter information using the three dots symbol to the right of each column heading, for e.g., to filter the Category column to view vaccines purchased from the practice, within the specified Date Range.
  5. Export to Excel or Export to PDF, for e.g., to help set up vaccine reminders.

Generating a List for All Clients

Steps to generate a transactions list for all clients:

  1. Navigate to PRACTICE → Data Centre → Data Lists → Transactions
  2. Select Transactions (All Clients) under the top left drop-down menu.
  3. Choose or custom create Date Range for the period you wish to view.
  4. Sort and Filter information using the three dots symbol to the right of each column heading, for e.g., to filter the Category column to view vaccines purchased from the practice, within the specified Date Range.
  5. Export to Excel or Export to PDF, for e.g., to help set up vaccine reminders.