Analyze the metrics that keep your veterinary practice running smoothly with Shepherd’s reporting tools. From financial summaries to patient activity, reports can be viewed in-app or exported as PDF or CSV.

Finding a Report

Navigate to Reporting from the left side menu.
Browse through report cards or use the search bar to find a specific report.
Reports are organized into categories for easy navigation.

Report Categories

Financial Reports

Report	Description
Accounts Receivable	Tracks outstanding payments owed by clients, showing unpaid invoices and balances.
Discount	Offers a breakdown of applied discounts by type, showing original prices, discount amounts, percentages, and adjusted price.
End of Day	Summarizes daily transactions, including sales, payments, and adjustments, to close out the day's financials.
Estimate	Provides an overview of client estimates, including services, products, totals, and statuses. Ideal for monitoring approvals and projecting revenue.
Invoice Line Items	Breaks down each line item on invoices, offering detailed insights into sales by product or service.
Invoice Summary	Summarizes invoices, providing an overview of total sales and services within a time frame.
Production	Summarizes user productivity, including services rendered and revenue generated.
QuickBooks Journal Entry	Provides a summary of financial transactions formatted for easy manual entry into QuickBooks ensuring smooth and accurate bookkeeping.
Sales Tax	Details the sales tax collected and owed, categorized by Accrual or Cash Basis.
Summary	Offers a detailed overview of various key financial metrics within a selected time period.
Transaction	Shows a detailed list of all financial transactions, including payments, refunds, and adjustments.

Business Operations

Report	Description
Appointment	Tracks scheduled, completed, and cancelled appointments, including dates, provides, and patient details for reviewing visit history and clinic scheduling trends.
Boarding	Summarizes active and cancelled boarding reservations, including dates, duration, assigned resources, and patient details for tracking trends and managing scheduling.
SOAP	Provides insights into SOAP activity, including supervising doctors, assigned users, visit details, and financial metrics for evaluating productivity and performance.
User Activity	Comprehensively view user activity by date, user, and action type.

Inventory & Products

Report	Description
Controlled Drug	Monitors the usage and inventory of controlled substances, ensuring compliance with regulations.
Inventory Items Below or at Reorder Point	Lists inventory items that need restocking based on predefined reorder levels.
Inventory Items	Shows a detailed list of all inventory items, including quantities, locations, and statuses.
Inventory Items Sales/Usage	Tracks the sale and usage of inventory items over a specified time period.
Inventory Single Item	Provides detailed information on a specific inventory item, including stock levels and transaction history.
Product	Provides a summary of products offered, including descriptions, prices, and stock levels.
Product Usage	Tracks the usage of products within the clinic, identifying trends and potential restocking needs.
Purchase Order History	Helps users evaluate purchase order habits and provides essential account data for financial teams, supporting analytical needs around purchasing trends.

Client & Patient

Report	Description
Client	Provides detailed information about clients, including contact details, visit history, and account status.
Patient	Details patient-specific information, such as medical history, treatments, and appointments
Prescription	Tracks prescribed medications for patients, including dates, dosages, and refills.
Problem and Diagnosis	Lists identified Problems, Diagnoses, or Chronic Conditions for patients.
Reminder	Lists upcoming and completed reminders for patient follow-ups, vaccinations, or appointments.
Vaccine	Tracks vaccine administration, including patient details, dates, and next due dates.

Viewing & Downloading Reports

Select a report.
Adjust the Advanced Filters to narrow results.
Click View Report to preview in Shepherd.
Select Download (PDF/CSV) to export.
Some reports allow you to download specific subsets of data.

Exported files can be opened in Excel or Google Sheets - keep them secure to protect sensitive information.

Report Features

Advanced Filters - Choose exactly what data appears before generating the report.
Column Sorting & Filtering - Use arrow or funnel icons in column headers to sort or filter.
Column Pinning - Use the pin icon to freeze important columns.

Why Use Shepherd Reports

Access key business, financial, and clinical data in one place
Customize filtering and sorting to suit your needs
Export to share or analyze outside Shepherd
Organized categories for quick report discovery

Best Practices

Bookmark frequently used reports with the star icon - they’ll appear in Favorites.
Use filters wisely to improve speed and focus on relevant data.
Secure exported data to protect client and business information.

Reports Overview