Reporting
Measure clinic health with Shepherd's reports. Here's how.
28 articles
Reports OverviewCreate and download all the reports you need to keep your practice running smoothly.
Creating and Exporting a Client ListLooking to see all of your clients in one place? Here's how to do it.
Generate a Rabies Vaccine ReportGenerate & share a Rabies Vaccination report with regulatory agencies
Accounts Receivable ReportTrack outstanding balances owed by clients, monitor aging invoices, and manage credit balances.
End of Day ReportSummarizes daily transactions, including sales, payments, and adjustments, to close out the day’s financials.
Sales Tax ReportThe Sales Tax Report gives you a detailed breakdown of your taxable and non-taxable sales for a selected time period.
SOAP ReportProvides an overview of SOAP activity, including Dr & user assignments, visit details, and financials to assess productivity and performance
Discount ReportProvides a detailed breakdown of applied discounts by type, including original prices, discount %'s, amounts, and final adjusted totals.
Estimate ReportProvides an overview of client estimates, including services, products, totals, and statuses.
Vaccine ReportTracks vaccine administration, including patient details, dates, and next due dates.
Reminder ReportLists upcoming and completed reminders for patient follow-ups, vaccinations, or appointments.
Controlled Drug ReportMonitors the usage and inventory of controlled substances, ensuring compliance with regulations.
Purchase Order History ReportHelps users evaluate purchase order habits & supporting analytical needs around purchasing trends
Prescription ReportTracks prescribed medications for patients, including dates, dosages, and refills.
Transaction ReportShows a detailed list of all financial transactions, including payments, refunds, and adjustments.
Problem & Diagnosis ReportLists identified Problems, Diagnoses, and Chronic Conditions for patients.
Inventory Items Below or At Reorder Point ReportLists inventory items that need restocking based on predefined reorder levels.
Inventory Items Sale/Usage ReportTracks the sale and usage of inventory items over a specified period.
Product Usage ReportTracks the usage of products within the clinic, identifying trends and potential restocking needs.
Patient ReportDetails patient-specific information, such as medical history, treatments, and appointments.
Invoice Summary ReportSummarizes invoices, providing an overview of total sales and services within a time frame.
Invoice Line Items ReportBreaks down each line item on invoices, offering detailed insights into sales by product or service.
Inventory Single Item ReportProvides detailed information on a specific inventory item, including stock levels and transaction history.
Product ReportProvides a summary of products offered, including descriptions, prices, and stock levels.
Inventory Items ReportShows a detailed list of all inventory items, including quantities, locations, and statuses.
Understanding COGS & COGS %COGS Percentage shows how much of your revenue is spent on the COGS. It helps measure how efficiently a business manages inventory costs.
Production ReportSummarizes user productivity, including services rendered and revenue generated.
Boarding ReportProvides an organized, filterable view of all active & cancelled boarding reservations - helping monitor trends in boarding activity.