The Product Report provides a full list of all products. It includes both financial and operational data points, offering a detailed view of each item's setup, and pricing structure.
This report is essential for reviewing product configurations, ensuring accurate billing, tracking markup logic, and managing compliance details like taxes and discharge instructions.
📂 Running the Report
At the top of the report interface, use the Run Report By dropdown to filter which products to view:
Active Products – Currently in use at the clinic.
Inactive Products – Retired or hidden items.
All Products – Both active and inactive.
Click View Report to view the data once you've selected your filter.
🧾 What’s Included in the Table?
The table is scrollable and contains multiple sections of information. Here’s what each column means:
🔹 General Setup
Column | Description |
Status | Indicates whether the product is active or inactive. |
Product Type | Classification: Product, Service, Medication, Injection, or Vaccine. |
Product Category | The accounting/revenue category the item belongs to. |
Invoice Line Name | Label or name as it appears on the client invoice. |
Linked Inventory Item | If connected to inventory, shows the corresponding item name. |
💲 Pricing & Financials
Column | Description |
Selling Price | The current price clients are billed. |
Markup Amount / % | Difference and percentage above cost. |
Previous Selling Price | Historical price with effective date. |
Dispensing Fee & Amount | Fee added during checkout (e.g., for medications). |
Minimum Price | Lowest allowed billing price. |
🧪 Clinical & Compliance Details
Column | Description |
Concentration Details | For medications or injections - strength/volume per unit. |
Administration Routes | Method of administration (e.g., Oral, IV). |
Controlled | Yes/No indicator if the item is a controlled substance. |
🧾 Medical Record & Billing Settings
Column | Description |
Auto. Discountable | If set to allow discounts automatically. |
Taxable | Indicates if sales tax is applied. |
Included in Medical Record | Appears in the SOAP or medical notes. |
Included on Invoice | Visible on client invoices. |
📄 Discharge & Follow-Up Automation
Column | Description |
Discharge Instructions | Specific instructions auto-attached to discharges. |
Automatic Task | Whether follow-up tasks are triggered. |
Automatic Task Title / Due In / Time Unit | Task description and when it's due. |
Update Patient Status | Female Spayed/Male Neutered or Deceased |
💡 How to Use the Report Effectively
Scroll Horizontally: Use the bottom scrollbar or swipe to view hidden columns to the right.
Filter & Sort: Every column header offers filters (🔽) or sort options (⬍) to help you narrow down your view.
Export Data: Click Download to export the data to a CSV file or PDF for offline review or sharing.
Linked Details: Some fields (like "Linked Inventory Item") may be clickable for quick cross-reference.
❓FAQs
Q: Why are some pricing values $0.00?
A: This may be intentional for promotional items, internal-use services, or placeholder records.
Q: What’s the difference between Product Type and Product Category?
A: Type refers to the parent type classification within Shepherd functionality (e.g., Vaccine), while Category relates to your clinic’s billing and revenue tracking.
Q: Why aren’t discharge instructions always filled in?
A: Not all items require discharge notes. However, best practice is to include them for medications and procedures.
Q: What is an 'Automatic Task'?
A: Tasks like follow-up calls can be triggered automatically based on this product's use.