Inventory Reports

Inventory is both a huge cost for a veterinary practice and a huge opportunity to make that practice profitable. That doesn't mean gouging your clients and charging exorbitant fees—lots of times, it just means analyzing how and when your practice uses the products you stock.

The best way to do that? You guessed it: inventory reports.

Inside Shepherd’s inventory management system, there are two reports you can run:

*Note: this is different from the product sales report found in the reporting section/

All reports can be generated in Shepherd or downloaded as a CSV for manipulation in programs like Excel and Google Sheets.

To get to the reporting section of the inventory management system, open Inventory > Reports.

Product Sales/Usage Report

If you’re looking to gather a holistic view of how your practice uses products, then this is what you need. We worked with our favorite inventory management consultant Nicole Clausen to create this—all for the sake of showing everything from costs and markups to quantities in one place.

To get to this report: Inventory > Reporting.

Once the report's open:

  1. Input the date range

  2. Pick the format for the report

    • In Shepherd: click 'Generate Report'

    • CSV: click 'Download'

The product sales/usage report

If you want some insights as to how to use this report, set up some time with Nicole for a personal consultation.

Single Product Report

If you’re looking to do a deep dive into a single product, this is for you.

To get to this report, open Inventory > Reporting.

Once the report's open:

  1. Select the Single Product Report tab

  2. Search for and select the product from the dropdown

  3. Input the date range

  4. Pick the format for the report

    • In Shepherd: click 'Generate Report'

    • CSV: click 'Download'

The single product report

Among other things, this report allows you to see:

  • Each time a specific product was administered

  • Who administered it

  • To whom it was administered

  • What kind of transaction it was

  • The invoice/SOAP associated with each administration

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