In Z Office, you are able to create a report that shows your patient's birthdays. This can be customized to only show patients whose birthdays occur during a specific day, week or month.

You can generate this report or a list of patients with birthdays at a specific time by:

• Filtering for customers from the Manage Customer's screen
• Creating a Customer Birthday Report

Filtering Manage Customers Section

This will show you a list of customers whose birthdays occur on a specific day, week or month. However, this will not show their birthday details (i.e. date of birth).

To filter for customers who have birthdays on a specific day, week, month or year:

1. Go to Z Office > Customers > Manage Customers
   
2. In Advanced Filters on the left, go down to Range Filter:
   
   
3. To find customers whose birthday is on a specific month, select the DOB (Month) filter and input the month number into Val 1 (e.g. January = 1):
   
   
4. To find customers whose birthday is on a specific month, select DOB (Month) and input Val 1 as the month number (e.g. January = 1):
   
   
5. To find customers whose birthday is on a specific day within that month, add the DOB (Day) filter and input the date in Val 1 (e.g. if their DOB is 20/01, input the value as 20):
   
   You can also add the DOB (Year) filter to narrow the customer list if needed.
   
6. To find customers whose birthday is within a specific week of the filtered month, change the OP for DOB (Day) to in and input the values in Val 1 and Val 2. e.g. To see customers with birthdays from the 10 - 15 Jan, input 10 and 15 into the Val fields:
   
7. Press to show the list of customers who have birthdays in your applied filter range.
8. Press Print Current Customer List to generate a report:
   
   
9. The Client List preview window will appear:
   
   Press to print or to export the list of customers.

Create Customer Birthday Report

This will show you a list of customers whose birthdays occur within a specific day, month or week. This report will also display the customer's birthday.

To create a customer birthday report:

1. Go Z Office > Reports > Create New
   
   
2. The Select Report Type window will appear:
   
   
3. Choose the Customer Report and press .
   
   
4. The New Client Report Design window will appear.
   
5. Fill out Report Design window with the following settings:
   
   A. Name: Input a relevant name. e.g. Birthday Report for February.
   B. Description: Add a short description for the report.
   C. Range Filter: Use the different DOB filters to find customers whose birthdays occur on specific days, months or years. To find customers whose birthdays are in a: 
   

   Specific Month

   To find customers whose birthday is on a specific month, select the DOB (Month) filter and input the month number into Val 1 (e.g. January = 1):
   

   Specific Year

   To show customers who are born in a specific year, select the DOB (Year) filter and input the year into Val 1:
   

   Specific Day in a Month

   To find customers whose birthday is on a specific day within that month, add the DOB (Day) filter and input the date into Val 1. (e.g. if their DOB is 20/01, input the value as 20):
   

   Specific Week in a Month

   To find customers whose birthday with a specific week of the filtered month, change the OP for DOB (Day) to in and input the values in Val 1 and Val 2. e.g. To see customers with birthdays from the 10 - 15 of Jan, input 10 and 15 into the Val fields: 
   

   
   D. Select Columns: Move the columns of interest from left to right using the arrows in the middle. The columns of interest should include:
        - First name
        - Surname
        - DOB
        - Email (if needed) and other parameters of interest
6. Press to save the report for further use or press  to generate the report.
7. The Report window will appear:
   
   
8. Press to print the report or to export the report as an excel/PDF file.