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Production Report Guide
Production Report Guide

Here’s how to download a production report and all the ways you can customize it.

Updated over a week ago

Reporting Permissions

To access the production report, you’ll need to make sure that you’ve been granted permission. The quickest way to do that is by checking to see if ‘Reporting’ appears in the left hand menu.

If it doesn’t appear, you’ll need to contact someone with admin access in Shepherd and get your user role (or role’s permissions) updated. See our guide for how to do that.

Note: you may have access to certain reports and not others. These permissions can be updated by your administrator. See the location of the Production Report in the image below.

Filtering the Report

  1. Select the Reporting tab from your Shepherd menu

  2. Use the filters and options to customize your report

    1. Date From and Date To will customize the time period of pulled data

    2. Grouping Time Frame will break the data down from anywhere between daily production data to annual production data, allowing for granular or high-level reporting capabilities

    3. Production User is a multiselect field giving you the option to select one, multiple or all users tracking production, or to view the clinic's production

    4. Show Commission enables you to view production users' commission on the report

    5. Time Period options give you the ability to quickly select from commonly used production reporting date ranges (Date To/Date From)

Downloading the Report (CSV)

Once you’ve selected your desired date range/filters, click the ‘Download CSV’ button to download your report.

The production report functions a bit differently than the other Shepherd reports because there is no option to generate a PDF or view the report within Shepherd. This is because of how flexible the report is, meaning that depending on how you needed your report to look, it could be next to impossible to interpret in a PDF or in the browser.

By only allowing the report to be downloaded as a CSV, you’ll be able to have the most consistent and manageable view, while also allowing you to manipulate the data however you need.

Once the report has been downloaded, you can view it in the program of your choice. Programs that can open a CSV include:

  • Microsoft Excel

  • Google Sheets

  • LibreOffice

  • Numbers (MacOS)

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