The Production Report allows users to analyze revenue-generating activities (production) across products, services, users, and timeframes. It is particularly useful for:
Monitoring team and individual performance
Tracking product/service sales
Reviewing discounts and commissions
Auditing financial data by time period or user
🎛️ Advanced Filters
These are located at the top of the report interface and are essential for refining report results.
1. Time Period
Select the time frame for the report:
Examples: This Month, Last Month, Last Year, Custom Date Range
2. Run Report By
Choose whether to base the report on:
Date Administered: When the service/product was delivered
Date Created: When the transaction or record was logged
3. Product Filters
Product Type: Choose from all available types (e.g., services, medications)
Product Category: Narrow down by category such as Medication, Pharmacy, etc.
Product Name: Filter for specific products
The Product Type, Product Category, and Product Name filters are dynamically linked, meaning they respond to each other to provide contextually appropriate and valid options. This ensures the selections available in each dropdown are always relevant based on the other choices you’ve made.
4. User and Status Filters
Production User: View data for specific team members
Invoice Status:
Active: Ongoing or pending invoices
Charges Complete: Fully charged invoices
Checked Out: Finalized and closed invoices
5. Remaining Balance
Filter based on financial balance:
$0: Fully paid
Less than $0: Overpayment/credit
Greater than $0: Outstanding balance
6. Toggle Options
✅ Include Return Transactions: Adds return transactions to the report results
✅ Show Commission: Displays commission data
📊 Report Table Structure
Once filters are set, click "View Report" to populate the scrollable data table.
Key Columns:
Production User: Individual or team responsible
Product Category: Type of item or service
Production Amount: Gross revenue
Discount Amount: Deductions applied
Production Percentage of Total: Contribution to overall production
Commission % / Amount (if enabled): Commission rate and payout
ACT: (Average Calculated Total) represents the average net production value per invoice or transaction within the filtered report criteria.
Footer Totals:
Gross Production: Sum before deductions
Total Discounts: Combined value of all discounts
Net Production: Final after discount
Total Return Production: Negative production due to returns (if included)
Total Commission: Aggregated commission values
Total Invoices: Number of unique invoices in the result set
User %: Contribution percentage of selected users vs total
📤 Viewing & Download Options
You can interact with the report in three ways:
View Report (button): Generate an interactive visual within Shepherd.
Download (button): Get a copy of the full current report as a PDF or CSV.
🧭 Navigation Tips
Scroll Horizontally and Vertically: The report table supports both directions for large data sets
Column Sorting: Click column headers to sort by values (e.g., highest production amount)
Filter Refinement: Update filters and click View Report again to refresh
🧩 Troubleshooting
If you see “No Production Report generated”:
Ensure required filters like Time Period and Run Report By are selected.
Expand user or product filters to capture broader data