Navigate to: Reporting > Product Report

The Product Report lists every product in your catalog with its complete setup details — including pricing, markup, billing configuration, compliance fields, and follow-up automation. Use this report to audit how products are configured, not to track sales volume or live inventory levels.

What This Report Is For

Reviewing your complete product list.
Viewing all products set up in Shepherd, including names, categories, types, prices, costs, and other product-level setup details.
Auditing pricing and product classifications.
Confirming current selling prices, markup, dispensing fees, and product type and category assignments across your full catalog.
Checking product status.
Identifying which products are currently active or inactive in your Shepherd account.
Exporting a product catalog.
Downloading your full or filtered product list for offline review, sharing, or audit purposes.

What This Report Is NOT For

Finding which clients or patients received a product.
This report shows product setup, not transaction history. Use Invoice Line Items to see which clients or patients were billed for a specific product.
Reviewing sales volume or revenue by product.
This report does not show how many times a product was sold or how much revenue it generated. Use the Production Report or Product Usage Report for sales and revenue data.
Tracking inventory movement or stock changes.
This report does not reflect on-hand quantities or stock activity. Use the Inventory Single Item Report if the product is linked to inventory.
Running a date-range product analysis.
The Product Report has no date filter and does not show when a product was sold or used. Use Invoice Line Items or Product Usage to view product transactions within a specific date range.
Viewing full price change history.
This report shows only the most recent previous selling price, not a complete price history.

What You Need to Know

If a product isn't appearing in results, it may be inactive rather than missing.
Run the report again with All Products selected to confirm whether the item still exists in the system.
The table scrolls horizontally.
Use the scrollbar at the bottom to access columns on the right side, including clinical, compliance, discharge instruction, and automation fields.
The Download button always exports the full report, regardless of any column filters applied on screen.
If you've filtered the table and want to export only what's currently visible, use the Standard Products CSV link at the top right of the tab instead of the Download button.

Filters

The Product Report requires a Run Report By selection before results will load. Select one option, then click View Report:

Active Products — Products currently in use at the clinic.
Inactive Products — Products that have been retired or hidden from active use.
All Products — Both active and inactive products combined.

Working with the Table

Each column header includes tools for narrowing, reordering, or anchoring results:

Filter icon (horizontal sliders with circles) — Click to open a search box and isolate specific values within that column. The icon highlights blue when a filter is active. Use the Clear option inside the box to remove the filter.
Sort — Available within the filter icon's dropdown. Clicking cycles through ascending order, descending order, and default sort.
Pin icon — Click to pin a column so it stays visible as you scroll left and right. Pinned columns remain anchored on the left side of the table while the rest of the columns scroll.

To export only the currently visible tab's data — including any column filters you've applied — use the Standard Products CSV link at the top right of the tab.

To export the full report in PDF or CSV format regardless of on-screen filters, click the Download button at the top right of the page and retrieve the file from the Activity Queue.

Standard Products Tab

The Standard Products tab lists all non-integration products in your catalog, including services, medications, injections, vaccines, and in-house inventory items.

You can download this tab's data via the Standard Products CSV link at the top right of the tab.

General Setup

Column	What It Shows
Status	Whether the product is Active or Inactive.
Product Type	Functional classification in Shepherd: Product, Service, Medication, Injection, or Vaccine.
Product Category	The billing and revenue category the item belongs to.
Invoice Line Name	The name as it appears on the client's invoice.
Linked Inventory Item	The corresponding inventory item, if this product is connected to inventory.

Pricing & Financials

Column	What It Shows
Selling Price	The current price billed to clients.
Markup Amount	The dollar amount charged above cost.
Markup %	The percentage marked up above cost.
Previous Selling Price	The prior selling price, shown with its effective date.
Dispensing Fee	The dispensing fee category applied at checkout (e.g., Inventory, Prescription, Box/Bottle, Other).
Dispensing Fee Amount	The dollar amount of the dispensing fee.
Minimum Price	The lowest price allowed when billing this product.

Clinical & Compliance Details

Column	What It Shows
Concentration Details	Strength or volume per unit, for medications and injections (e.g., 10 mg/ml, 10 mg/Tablet).
Administration Routes	Method(s) of administration configured for the product (e.g., Oral, IV, IM, SC).
Controlled	Whether the product is flagged as a controlled substance (Yes or No).

Medical Record & Billing Settings

Column	What It Shows
Auto. Discountable	Whether discounts can apply to this product automatically.
Taxable	Whether sales tax is applied when this product is invoiced.
Included in Medical Record	Whether the product appears in SOAP or medical notes.
Included on Invoice	Whether the product is visible on the client's invoice.

Discharge & Follow-Up Automation

Column	What It Shows
Discharge Instructions	Instructions automatically attached to the discharge summary when this product is invoiced.
Automatic Task	Whether a follow-up task is triggered when this product is invoiced (Yes or No).
Automatic Task Title	The name of the auto-generated follow-up task.
Due In / Time Unit	How soon after the visit the follow-up task is due (e.g., 1 Day).
Update Patient Status	Whether invoicing this product automatically updates the patient's status (Female Spayed, Male Neutered, or Deceased).

Integration Products Tab

The Integration Products tab lists products linked to external integrations in your Shepherd account — such as lab tests from providers like Antech or IDEXX. Use this tab to review the pricing, markup, and status of all integration-connected products.

You can download this tab's data via the Integration Products CSV link at the top right of the tab.

This tab includes all the same columns as the Standard Products tab, plus two integration-specific columns:

Column	What It Shows
Code	The product code or identifier assigned by the external integration provider.
List Price	The price listed by the integration provider, before any clinic markup is applied.

All other columns — Status, Product Type, Product Category, Invoice Line Name, Linked Inventory Item, Selling Price, Markup Amount, Markup %, and so on — appear and behave the same as in the Standard Products tab. See the column definitions above.

Frequently Asked Questions

Why is a product's selling price showing as $0.00?

A $0.00 selling price is typically intentional. Common reasons include promotional items, internal-use services that aren't billed to clients, or placeholder records that use a different billing structure. If you believe the price is incorrect, review the product's setup in Admin.

What is the difference between Product Type and Product Category?

Product Type is the functional classification Shepherd uses to determine how a product behaves in the system — for example, Vaccine, Medication, or Service. Product Category is your clinic's billing and revenue grouping, which controls how the item is tracked in financial reports.

Why is the Discharge Instructions column blank for some products?

Discharge instructions are optional and must be configured individually for each product. Not all products require them. Best practice is to include discharge instructions for medications and procedures.

What is an Automatic Task?

An Automatic Task is a follow-up action — such as a post-visit phone call — that Shepherd creates automatically when a specific product is invoiced. The task title, due date, and time unit are all configured in the product's setup.

Can I search for a specific product by name?

Yes. Use the filter icon in the Invoice Line Name column header to search by product name. Click the filter icon (horizontal sliders with circles) to open the search box, type the product name, and the table will narrow to matching results. The icon highlights blue while a filter is active.

Can I download the report with only my filtered results?

Yes. To export only the products currently visible on screen — including any column filters you've applied — use the Standard Products CSV link at the top right of the Standard Products tab. The Download button at the top right of the page always exports the full report, regardless of any filters applied on screen.

How do I export the full product list?

Click the Download button at the top right of the page, select your format (PDF or CSV), and retrieve the file from the Activity Queue. This export always includes all products matching your Run Report By selection (Active, Inactive, or All), regardless of any column filters applied on screen.