Shepherd Reports

Running reports is a critical function of any veterinary practice, however it’s a responsibility that should be tightly controlled since reports contain medical information for patients, as well as contact/personal information for clients.

Reports can be both created and downloaded. A created report will populate within the Shepherd admin. While you can’t do much manipulation of the data, you can still copy each section and paste it into a program like Excel or Google Sheets where you can do more data manipulation.

Creating Reports

To create a report:

  • Click 'Reports'

  • Select the report you want to create

  • Select or input the date

  • Click the 'Create Report' button

A downloaded report allows you to open up the report in its entirety in Excel, Google Sheets, or similar. When opened in these programs, you can filter the data in ways that are extremely helpful for things like email campaigns. However, this information is also the backbone of your practice, and should be kept as secure as possible.

Downloading Reports

To download a report:

  • Click 'Reports'

  • Select the report you want to create

  • Select or input the date

  • Click the 'Download PDF' or 'Download CSV' button

Types of Reports
In order to provide as much information to our practices as possible, we’ve made sure you’re able to generate every report your practice will need to document clients, patients, and medication.

Reports that you can generate in Shepherd fit into 4 groups:

Filtering Reports

With a few exceptions (like the End of Day report), you're able to filter reports by different date ranges:

  • This Month

  • This Quarter

  • This Year

  • Last Month

  • Last Quarter

  • Last Year

  • Custom Value

Let's take a look.

Financial Reports

  • Accounts receivable: the amount of money owed to your practice for the of work performed in a specific time period; broken down into client/invoice

  • Invoice line item: every invoice line item across all invoices for a specific time period

  • Invoice summary: every invoice across all patients/clients for a specific time period

  • Sales tax report: a breakdown of sales into taxable/non-taxable amounts and the tax totals for all sales, divided into accrual basis and cash basis

  • Transaction: all transactions and associated client information for a specific time period

Product and Medication Reports

  • Controlled drug: all controlled drugs administered to patients (as well as the patient and client name) for a specific time period

  • Product: allows you to run a report for all products in your database—whether active, inactive, or both

  • Product usage: shows all products administered over a specific timeframe and gives an overview of how each product is set up

  • Vaccine: all vaccines administered in a specific time period; can be made specifically for rabies vaccinations

Client/Patient Reports

  • Client: Shows all clients within a specific timeframe who:

    • Were created in Shepherd

    • Had a patient added to their profile

    • Had a patient with a SOAP

    • Are active/inactive

  • Patient: Shows all patients within a specific timeframe who:

    • Were created in Shepherd

    • Had a SOAP created

It can also show all patient data.

Practice Management Reports

  • Summary report: gives a high level breakdown of: revenue, sales tax, payment types, AR reconciliation, payments, discounts, refunds, returns, sales by product category, invoices, production, and client/patient numbers

  • End of day: contains invoices, payments, totals, and cash drawer reconciliation for a day. Can be run for any single day.

  • Problem and diagnosis: all problems and/or diagnoses recorded in any patient SOAP for a specific time period

  • Production report: details each doctor’s production quantities (by category), as well as production totals for the clinic

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