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How to get client data from CornerStone

Reports  >  Client  >  double click Client/Patent Master Report  >  a small rectangular box will open.  Just click Preview. 

This will be a list of all active clients and patients.  You can export this report to Microsoft Excel then manipulate the data as you wish. 

To do so, click Save  >  choose a Save In location  >  give File Name  >  change Save As type to comma separated.csv  >  save. 

When you open the report in Excel, you will see, amongst other information, the same clients listed multiple times because some have multiple pets. This is ok as PetsApp will be able to filter this for you so that the client only receives one message.

 

As an alternative, you can run the Client Master Report.  This report can generate a list of active clients that have telephone numbers (as well as additional information).  Here are the steps for this report.

Reports  >  Client  >  double click Client Master Report (Client Email/Mailing Address)  >  under Range and Description, click the drop down arrow next to Account Balance  >  select Status  >  type active into the Starting and Ending value boxes  >  Preview. 

You can export this report to Microsoft Excel then manipulate the data as you wish.  To do so, click Save  >  choose a Save In location  >  give File Name  >  change Save As type to comma separated.csv  >  save.