Overview of Reports

Feedback: Shows the results of client surveys. Filters include veterinarian and clinic location. Can be used for reviewing the feedback provided during the first 3 months of business. Client feedback must be enabled in Settings > Location > Client interaction > Enable feedback.

Sent referrals: Details sent referrals if custom lists are created for referral sending reasons and area of expertise. Filters include sending reason or area of expertise. Can be used to determine the most popular referral reasons.

Sent SMS messages: Provides a log of all SMS messages sent during a selected time period. Filters include clinic location, client, sender, phone number, or status. Can be used to find all the SMS messages sent out by a specific staff member.

Invoices: Lists finalized invoices along with a total sum. Filters include clinic locations, veterinarian, invoice type, and payment status. Can be used to see the total amount invoiced during a selected timeframe to recognise trends in sales.

Payments: Summarises all the received payments in . Filters include clinic location, payment method, payments, user, or client(s). Can be used to compare how much money was collected versus how much was invoiced.

Prepayments: Shows all of the collected prepayments (deposits). Filters include clinic locations, deposit status, or client(s). Can be used to recognise which deposits are unused on client accounts.

Sales by payment type: Shows the totals collected by each payment method and a breakdown across item types sold. Filters for clinic locations. Can be used to determine how much in payments was associated with active payment methods.

Item purchases: Lists all purchases from items received or added to stock in . Filters include clinic locations, item type, item subgroup, or item. Can be used to determine how much was spent on purchasing all of the items in a specific subgroup.

Item sales: Breaks down usage and sales of items in . Filters include Invoice status, clinic location, veterinarian (or if a veterinarian was defined), item type, item subgroup, item, staff member group, client, patient, department (reporting dimension 1, if in use), cost centre (reporting dimension 2, if in use), or sale type. Can be used to recognise how many times each veterinarian performed a dental cleaning this year.

Item price change: Lists all price changes to items, who adjusted the price, and when. Filters include Item type and clinic location. Can be used for recognising which price changes were made on procedures. This report must be enabled under Settings > General > Clinic Location > Reporting settings > Enable item price change report.

Discount invoices: Provides a list of invoices that have been discounted. Filters include clinic locations and invoice type (sales or credits). Can be used to find the invoices that have been discounted the largest amount.

Commissions: Provides the total of commissions earned from item sales if commission rules are active. Filters include clinic locations, user, item type, item subgroup, and invoice status. Can be used to determine how much is owed to veterinarians based on their commission rules.

Gross profit: Shows how much profit was made after deducting the cost of items. Filters include clinic locations, veterinarian (or if the veterinarian is defined), item type, item subgroup, and item. Can be used to evaluate total profit on injectable medications after the cost of goods to better analyse mark-up.

Debtors and creditors: Can be used for sending out letters to all clients who have a balance due on their account at the end of each month.

Unpaid invoices: Generates a report of the unpaid invoices for the selected time period. Filters include client or insurance company, separate insurance company sums, and clinic locations. Can be used to recognise unpaid insurance claims.

Bank payment processing: Used to upload files containing bank payment details for automated bank payment processing. attempts to target payments to existing invoices.

Month end: Primarily generated for monthly account reporting to build the Monthly and Annual Financial Statements. The page consists of 3 reports; Sales & payments PDF, Debtors report PDF and Journal report.

Electronic journal: Lists all the transactions made with a specified cash desk and is related to fiscal systems.

Overview of Pay Payments Report: Tracks every Pay transaction, fees, statuses and payouts.

Online prescription fees/E-prescription fees: Can be generated for both pharmacy and billing service fees. Filters include fee type, prescriber, clinic location and fee status.

Central laboratory referral rows: This report lists internal billings for laboratory analyses or panels sent from any clinic location to a central laboratory. Access requires the organisation setting Enable central laboratory to be active.

Central laboratory month end: Provides a month-end summary of internal billings for all finalised laboratory analyses and panels that were referred from any clinic location to the central laboratory. The internal billing amounts are calculated using the items' purchase price without VAT. Access requires the organisation setting Enable central laboratory to be active.

Register payments: Search for invoices and register payments. Payments can only be registered to finalised invoices

General Ledger: Assists with month-end and annual reconciliation. It allows you to group transactions by internal account group or number for easy investigation, or view individual transactions. Export to Excel or CSV for four-decimal-place accuracy.

Pay Report: This report is accessed through the Pay management portal and will give you an overview of Pay payments. You can also access your Pay management portal via: Settings > General > Integrations > Pay > Open management page.

Item price list: Creates an item price list. Filter for different prices (Wholesale price excl. VAT, Selling price, etc)

Consultation count: Shows the total number of consultations performed. Filters include clinic location, veterinarian, consultation type, reason type, species, referring organisation or veterinarian. Can for example be used to determine which veterinarian saw the most consultations over the past month.

Treated species: Shows the balance of treated species based on the number of consultations. Filters include clinic location and veterinarian. Can for example be used to analyse trends in what species are brought in for appointments.

Appointments: Provides detailed information on scheduled appointments. Can be filtered by clinic location, veterinarian, appointment status, reason type, cancellation reason, ward, species, new clients, specific clients, and consultation type. Can be used to view the most popular cancellation reasons associated with cancelled appointments.

Consultation time: Shows time spent during each stage of a consultation (e.g., Check in, In Progress). Filters include clinic location and veterinarian. Can be used to determine the average length of time Dr A takes for an appointment versus Dr B.

Diagnosis: Shows diagnoses added to patients through consultations. Filters include clinic location, veterinarian, species, and diagnosis. Run this report for example to see how many patients could benefit from a new medication.

Bereavement report: Lists patients marked as deceased via euthanasia or manually. Filter on time period. Can be used for sending sympathy cards weekly to clients whose pets passed the week before.

New clients: Outlines all clients that were created recently in . Filters on client location. Can be used to recognise trends in how many new clients are created each month.

Vaccination report: Lists all vaccine medicine items that were administered to a patient. Filters include Diseases and clinic locations. Can be used to access patient information and batch numbers associated with vaccines administered each month.

Stock Level: Check stock levels on a specific date or track changes over a date range.

Stock Item Usage: Monitor the usage of specific stock items.

Medicine Usage: Review medicine usage details at a patient level.

Inventory: View recent inventory checks for a defined period.

Cabinet Discrepancy: Identify discrepancies between invoiced and actual stock quantities for cabinet items. For information on cabinet items and their usage, see: