Saturday, September 13, 2008

One pass please


Requirements come in all forms and styles - a typical style for a business report is for the consumer of the report to give you a mock up of the report. (usually created with their word processor)

A requirement passed to me in the form of a Writer file of course:


**********************************************************************************

History of Services Summary

as of 10/05/2007 (date the report was created)

Name: Registry:

Therapist:

Date of services:

Date: Status: Value:

08/12/2007 No Show $35

08/19/2007 Patient Canceled $0.0

08/26/2007 Performed $35

09/03/2007 Performed $35

09/10/2007 Performed $35

09/17/2007 Therapist Canceled $0.0

09/24/2007 Performed $35

09/30/2007 Performed $35

______

Total: $210


______________________________________________________________________________

Payment History


Name: Registry:

as of 10/05/2007

Payments Received on: Amount:

08/26/2007-13:30:22 $35

09/03/2007-13:34:53 $35

09/07/2007-11:12:33 $35

09/10/2007-13:32:41 $35

09/24/2007-13:37:12 $10

09/30/2007-13:29:34 $55

_____

Total Payments: $205

______________________________________________________________________________

Balance Summary


total services amount: $210 - total payments: $205 = -$5

______________________________________________________________________________

End of History of Services Summary

This report is built using the patient ID and all sessions scheduled, in the top half, and all payments made, in the bottom, and up to a specified date (highlighted) usually the date the query is run. The amounts are added. Then a balance is calculated. Patient and date information are repeated to simplify lecture (maybe this gets to be along list).


**********************************************************************************


Now that is a mock up if ever you've seen one.

First thing that pops into one's head upon looking at this with regards to using the Sun Report Builder extension for OpenOffice.org is that there are two separate detail sections in that single report mockup.


Can we do that?

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