To display a list of dogs under 10 kg, over 5 years old that have not had a dental procedure in 2 years

There are 6 stages to this search. They are:

1. Create a temporary marker.
2. Create Analysis Group for dental procedures.
3. Attach analysis group to dental stock items.
4. Search for dogs older than 5 and under 10kg that have had a dental in the past 2 years.
5. Put temporary marker on clients.
6. Search for clients with dogs older than 5 and under 10kg that do not have the temporary marker.

Step 1: Create a temporary marker

1. Go to Main > Maintenance > Maintenance > Codes and Descriptions > Client Markers
2. Click Insert.
3. In the Code and Description fields, type a code and a useful description.
4. Click Save.

Step 2: Create Analysis Group for dental procedures

1. Go to Main > Stock > Stock > Analysis Groups.
2. Use Insert to create a new analysis group, Description: Dentals.

   

3. Click Save.

Step 3: Attach analysis group to dental procedure stock items.

1. Go to Main > Stock > Reports > Stock List.
2. Select Sales Group then double-click to select the sales group containing dental procedures.
3. From the Stock List window, select all your dental procedure stock items.
4. Click Add Analysis Group then double-click to select the Dentals analysis group.

All the dental stock items are now attached to the Dentals analysis group.

Step 4: Search for dogs older than 5 and under 10kg that have had a dental in the past 2 years

1. Go to Main > Client > Client > Marketing Schedule.
2. Click Insert, and then click the Animal Tab.
3. Type N in the Inactive box, and then click the Species arrow and double-click to select your canine species.
4. In the Born between field enter the date as 01.11.95 (or some date that exceeds the lifespan of most dogs). In the and field, enter the date 5 years before today's date.
5. In the Current Weight field, enter <10.

   

6. Select the Search Invoice details check box, and then click the Invoice tab.
7. In the Analysis Group field, select your Dentals analysis group.
8. In the From date and to fields, enter the date range for your search.

   

9. Click the Options tab, and then select the One record per client check box.
10. Click Run.
11. To save the search and run the search in the future, enter a name for the search.

A list of all clients who have purchased dentals in the specified date range will be displayed.

Step 5: Put temporary marker on clients

1. From the Marketing Search Results window, click the Markers button, and double-click the temporary marker.
2. Select all lines in the list, and then click Add Marker.
3. The temporary marker will be attached to all clients in the list.

Step 6: Search for clients with dogs older than 5 and under 10kg who do not have the temporary marker

1. Go to Main > Client > Client > Marketing Schedule
2. Click Insert to start a new search.
3. From the Marketing Search window, on the Client tab, click the Marker arrow, select Exclude matches, and then double-click to select the temporary marker.
4. From the Animal tab, type N in the Inactive box, and then click the Species arrow and double-click to select your canine species.
5. In the Born between field enter the date as 01.11.95 (or some date that exceeds the lifespan of most dogs). In the and field, enter the date 5 years before today's date.
6. In the Current Weight field, enter <10.
7. Click the Save button. Type a new search name for example, Non-dentals and then click Run.

Outcome

Running this new search will produce names of all the clients who own dogs who are over 5 years old, under 10kg who have not had a dental procedure performed in the last 2 years.