The Vaccine Report provides a comprehensive, filterable, and exportable table for reviewing all administered or due vaccinations across patients. With multiple filtering options and extensive data columns, this report helps track vaccine compliance, inventory usage, and patient demographics efficiently.
🛠️ Key Features Overview
Flexible Time Range Selection
Filter by Vaccine Type
Toggle for Archived Vaccinations
Exportable Report (CSV or PDF download)
Sortable and Filterable Columns
Consolidated, Scrollable Table Format
✅ Using the Vaccine Report – Step-by-Step
1. Select the Time Period
Field:
Time Period(Required)Action: Choose from predefined options (e.g., This Month, Last Month) or a custom date range.
Purpose: Filters the report based on vaccine due date or administration date.
2. Choose Reporting Criteria
Field:
Run Report By(Required)Options:
Due Date – Shows vaccines scheduled to be administered.
Date Administered – Displays vaccinations that have already been given.
📌 This selection determines which date field drives the report’s results.
3. Select Vaccine Type
Field:
Vaccine TypeOptions:
All Vaccines – Returns every vaccination record.
Rabies Only – Filters for rabies vaccine entries.
4. Include Archived Vaccinations (Optional)
Toggle on to include historical/archived vaccinations in the report.
Toggle off (default) to view only active records.
5. Run the Report
Click the
View Reportbutton to generate the table based on selected filters.The full report will populate as a single, scrollable table with comprehensive details.
📊 Table Columns & Data Explained
The Vaccine Report outputs a single unified table containing multiple data sections:
🔹 Vaccine Product Info & Administration Details
Invoice Line Name
Label Name
Vaccination Name
Manufacturer
Serial Number
Lot Number
Lot Expiration
Vaccination Due Date
Vaccination Administration Date
Rabies Tag Number
🔹 Patient Information
Patient ID
Patient Name
Species
Breed
Color
Sex (of animal)
Date of Birth (of animal)
Status (Active/Archived)
🔹 Client Information
Client ID
Client Full Name
Email
Phone
Full Address
🧭 All columns can be sorted and filtered using the icons next to each column header.
📤 Viewing & Download Options
You can interact with the report in three ways:
View Report (button): Generate an interactive visual within Shepherd.
Download (button): Get a copy of the full current report as a PDF or CSV.
Table Specific CSV Download: A quick download of the current table in CSV format for spreadsheet use.
🔄 Clearing the Report
Click
Clearto reset all filters and selections.
💡 Tips for Efficient Use
Use “Rabies Only” for compliance tracking and tag management.
Run by “Due Date” for scheduling upcoming vaccinations.
Toggle Archived Vaccinations if you’re conducting a full history audit.
Export regularly for inventory planning or regulatory needs.