The Patient Report gives you a list of your patients along with their demographics, client contact information, medical history, SOAP activity, and appointment data.
Before you run the report, choose which date Shepherd should use to decide which patients show up in the results.
Navigate to: Reporting > Client & Patient > Patient Report
What This Report Is For
Reviewing patients based on SOAP activity.
Use First SOAP Date or Last SOAP Date to pull a list of patients seen during a specific period.
Finding patients whose record was created or status changed during a period.
Use Date Created or Status Change with the Deceased tab to find patients marked deceased during a specific time frame.
Downloading a patient list for audits, record review, or cleanup.
What This Report Is NOT For
Seeing what your patient list looked like on a past date.
The report always reflects current data. If a patient has had activity since the period you're reviewing, their fields will show the most recent activity.
Searching for patients based on a specific product or service.
Use the Invoice Line Items Report instead.
Seeing all patients for one client grouped together.
The report lists patients individually. Sort or search by Client Full Name to find a specific client's patients.
What You Need to Know
The Download button doesn't carry table filters — the tab CSV link does.
If you've filtered your results and click Download, you'll get all results for that tab, not just the ones you filtered to. Use the tab CSV link — for example, Active CSV — to export your filtered view.
This report shows current data, not a snapshot of the past.
If a patient has had activity since the date range you're reviewing, their fields will reflect the most recent activity — not what was on record during that period.
Filters
Time Period
Select a predefined range or use Custom to enter a specific start and end date. Time Period is not available when All Data is selected.
Run Report By
Controls which date Shepherd uses to pull patients into your results.
First SOAP Date. Includes patients whose first SOAP falls within your selected Time Period. Use this to review new patients added during a period.
Last SOAP Date. Includes patients whose most recent SOAP falls within your selected Time Period. Use this to see which patients were seen during a period.
Date Created or Status Change. Includes patients whose record was created during the selected Time Period, or whose status changed during that period — for example, from Active to Deceased. Use this with the Deceased tab to find patients marked deceased during a specific period.
All Data. Returns all patients regardless of date. The Time Period picker is not available when this option is selected.
Patient Status Tabs
After you click View Report, your results are split into three tabs. These tabs don't appear until after the report loads.
Active. Patients currently under active care.
Inactive. Patients who are no longer active but have not been marked deceased.
Deceased. Patients marked as deceased in Shepherd.
Report Columns
The report is a single horizontally scrollable table.
Patient Information
Patient ID — A unique ID assigned to the patient.
Patient Name — Links to the patient's profile.
Species, Breed, Sex, Color
DOB / Patient Age
Microchip, Rabies Tag
Medical History
Patient Last Weight — Most recently recorded weight, with the date recorded.
Patient Alert — Behavioral or medical notes, such as "fear aggressive."
Create Date or Status Change — The date the patient record was created, or the date of the most recent status change.
Last Appointment / Next Appointment
Number of SOAPs
Date of First SOAP / Date of Last SOAP
Client Information
Client ID / Client Full Name — Links to the client's profile.
Client Phone / Client Email
Full Address
Additional Information — Miscellaneous notes from the client record, if available.
Downloads & Export
Download — Exports all results for the tab you're viewing as a CSV or PDF. Table filters are not included.
You can download this tab's data via the Active CSV link at the top right of the tab. The link name updates based on the tab you're on — Active CSV, Inactive CSV, or Deceased CSV — and includes any filters you've applied.
Frequently Asked Questions
Why don't I see the Active, Inactive, and Deceased tabs?
The status tabs don't appear until after the report loads. Choose your Run Report By option and Time Period, then click View Report.
Why are Last Appointment and Last SOAP showing different dates for the same patient?
Not every appointment includes a SOAP. If a patient was quick-invoiced during a visit without a SOAP, Last Appointment will show that visit date but Last SOAP won't. The two fields track different things.