Analyzing business related metrics utilizing reports is a critical function of any veterinary practice, however it’s a responsibility that should be tightly controlled since reports contain medical information for patients, as well as contact/personal information for clients, and key business productivity and profitability details.
Reports can be both viewed or exported and downloaded (in PDF or CSV formats).
Finding a Report
To first review all report options, navigate to Reporting within the main navigation menu. Next, search or select the report title card which you wish to engage with.
The reporting page supports free-type search and is organized by larger report type categories to assist with identifying the most appropriate report for your analytical needs.
All Reports
Under the All Reports category, the complete list of all available reports are shown.
Financial
Under the Financial category, any financial related reports are identified. These include:
Accounts Receivable
Discount
End of Day
Estimate
Invoice Line Items
Invoice Summary
Production
QuickBooks Journal Entry
Sales Tax
Summary
Transaction
Business Operations
SOAP Report
Inventory & Products
Under the Inventory & Products category, any inventory or product related reports are identified. These include:
Controlled Drug
Inventory Items Below or at Reorder Point
Inventory Items
Inventory Items Sale/Usage
Inventory Single Item
Product
Product Usage
Purchase Order History
Client & Patient
Under the Client & Patient category, any client or patient data related reports are identified. These include:
Client
Patient
Prescription
Problem and Diagnosis
Reminder
Vaccine
Favorites
Under the Favorites category, any reports that the user has favorited is identified. You can favorite a report by selecting the star icon in the upper right-hand corner of any report title card. A yellow star indicates the report has been favorited.
Viewing & Downloading Reports
To view or download a report:
Select the report you wish to engage with
Define any required and appropriate advanced report filters
Select the View Report button to generate a report within your Shepherd User Interface, or select either of the Download options (PDF/CSV) to export a copy of the report
A downloaded or exported report allows you to open the report in its entirety in Excel, Google Sheets, or similar. When opened in these programs, you can filter the data in ways that are extremely helpful for things like email campaigns. However, this information is also the backbone of your practice, and should be kept as secure as possible.
Some report tables support separate download to isolate specific data.
Report Categories
Financial Reports
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 prices.
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 Item: 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
SOAP: Provides insights into SOAP activity, including supervising doctors, assigned users, visit details, and financial metrics for evaluating productivity and performance.
Inventory and Product Reports
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 Sale/Usage: Tracks the sale and usage of inventory items over a specified 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 accounting data for financial teams, supporting analytical needs around purchasing trends.
Client and Patient Reports
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, and Chronic Conditions for patients.
Reminders: Lists upcoming and completed reminders for patient follow-ups, vaccinations, or appointments.
Vaccine: Tracks vaccine administration, including patient details, dates, and next due dates.
Report Features
Several features are offered within each report to ensure you are best supported in your data and analytical needs.
Advanced Filters
Advanced filters are offered on all reports to initially define the types of data you'd like to view. These are unique to each report and the specific types of related data.
Sorting & Filtering Columns
All reports support sorting and filtering capabilities for all data columns. These can help further refine report results after you've generated a report based on your advanced filters. You can sort or filter a column utilizing the icons present to the left of any column title. These will either be an up/down arrow icon, or a funnel icon.
Pin Columns
The pin icon to the right of any column title can be used to freeze columns and more easily evaluate specific data columns across a larger report.