Purpose
The Production Report allows you to analyze revenue-generating activities across products, services, users, and timeframes. Use it to monitor team and individual performance, track sales, review discounts and commissions, and audit financial data by time period or user.
Filters
Filter | Description |
Time Period | Select a predefined range (e.g., This Month, Last Month, Last Year) or a custom date range. |
Run Report By | Choose Date Administered (when the service/product was delivered) or Date Created (when the transaction or record was logged). |
Product Type | Select from available types (e.g., Services, Medications). |
Product Category | Narrow results to a specific category such as Medication or Pharmacy. |
Product Name | Filter for a specific product. |
Production User | View data for specific team members. |
Invoice Status | Active (ongoing or pending invoices), Charges Complete (fully charged invoices), or Checked Out (finalized and closed invoices). |
Remaining Balance | $0 (fully paid), less than $0 (overpayment/credit), or greater than $0 (outstanding balance). |
Include Return Transactions (toggle) | Adds return transactions to the report. |
Show Commission (toggle) | Displays commission data. |
After selecting filters, click View Report. Use Clear to reset all selections.
Report Columns
Column | Description |
Production User | Individual or team responsible for the production. |
Product Category | Type of item or service. |
Gross Production | Gross revenue before deductions. |
Discount Amount | Value of discounts applied. |
Production Returns | Negative production from returns (if included). |
Net Production | Gross Production minus Returns, Discounts or Invoice Subtotal, and Discounts |
Production Percentage of Total | Contribution percentage to overall production. |
Footer Totals – Calculated at the bottom of the report:
Gross Production – Full amount before adjustments (before discounts, or returns are considered).
Total Discounts – Combined value of all discounts.
Total Return Production – Negative production from returns (if included).
Net Production – Gross Production minus Returns, Discounts or Invoice Subtotal, and Discounts
Total Invoices – Number of unique invoices in results.
ACT - Net Production divided by the total number of invoices
User % – Contribution percentage of selected users compared to total.
Export Options
View Report – Generate an interactive view in Shepherd.
Download (PDF/CSV) – Export the full report or summary in both PDF and CSV formats
Tips for Use
Scroll horizontally and vertically – The table supports both directions for large data sets.
Sort columns – Click column headers to sort by values such as production amount.
Refine filters – Adjust filters and click View Report again to refresh results.
FAQs
Why does it say “No Production Report generated”?
Make sure required filters like Time Period and Run Report By are selected. You may need to expand product or user filters for broader results.
Why are some commission fields blank?
These fields only populate when Show Commission is enabled.
Why do totals include negative amounts?
Negative values reflect returns or adjustments when Include Return Transactions is toggled on.