Reporting
Measure clinic health with Shepherd's reports. Here's how.
37 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
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.
Financial
Located under the Financial in Reporting
Accounts Receivable ReportTrack outstanding client balances, monitor aging invoices, and identify credit balances.
Discount ReportProvides a detailed breakdown of applied discounts by type, including original prices, discount %'s, amounts, and final adjusted totals.
End of Day (EOD) ReportUse the End of Day Report to review and reconcile all financial activity for a given day — invoices, payments, refunds, and cash handling — and to verify that your…
Estimate ReportProvides an overview of client estimates, including services, products, totals, and statuses.
Invoice Line Items ReportBreaks down each line item on invoices, offering detailed insights into sales by product or service.
Invoice Summary ReportSummarizes invoices, providing an overview of total sales and services within a time frame.
Production ReportSummarizes user productivity, including services rendered and revenue generated.
QuickBooks Journal Entry ReportProvides a summary of financial transactions formatted for easy manual entry into QuickBooks, ensuring smooth and accurate bookkeeping.
Revenue & Cost Overview ReportRevenue, COGS, and margin in one simplified financial snapshot for faster, clearer business insights.
Sales Tax ReportProvides a detailed breakdown of taxable and non-taxable sales by tax rate to support reconciliation and sales tax filing accuracy.
Summary ReportReview revenue, payments, discounts, returns, and client activity across a selected time period — all in one place.
Transaction ReportShows a detailed list of all financial transactions, including payments, refunds, and adjustments.
Business Operations
Located under the Business Operations tab in Reporting
Appointment ReportProvides a structured, filterable view of all active and cancelled appointments to help monitor trends and spot patterns.
Boarding ReportProvides an organized, filterable view of all active & cancelled boarding reservations - helping monitor trends in boarding activity.
Referral Source ReportAnalyzes referral source assignments at client and patient levels to track engagement, growth trends, and revenue from referred clients and patients.
SOAP ReportProvides an overview of SOAP activity, including Dr & user assignments, visit details, and financials to assess productivity and performance
User Activity ReportComprehensively view user activity by date, user, and action type.
Wellness Plan Report (Closed Beta)Track Wellness Plan adoption, renewals, revenue, and patient engagement in one consolidated analytics report.
Inventory & Products
Located under the Inventory & Products tab in Reporting
Controlled Drug ReportMonitors the usage and inventory of controlled substances, ensuring compliance with regulations.
Inventory Expiry ReportDisplays inventory items by expiration date to help clinics monitor stock, reduce waste, and proactively manage expiring products.
Inventory Items Below or At Reorder Point ReportLists inventory items that need restocking based on predefined reorder levels.
Inventory Items ReportShows a detailed list of all inventory items, including quantities, locations, and statuses.
Inventory Items Sale/Usage ReportTracks the sale and usage of inventory items over a specified period.
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.
Product Usage ReportTracks the usage of products within the clinic, identifying trends and potential restocking needs.
Purchase Order History ReportHelps users evaluate purchase order habits & supporting analytical needs around purchasing trends
Client & Patient
Located under the Client & Patient tab in Reporting
Client Communication ReportProvides a centralized, filterable view of all client communication events - both successful and failed - across various methods and categories, enabling visibility, auditing, and enhanced operational monitoring.
Patient ReportDetails patient-specific information, such as medical history, treatments, and appointments.
Prescription ReportTracks prescribed medications for patients, including dates, dosages, and refills.
Problem & Diagnosis ReportLists identified Problems, Diagnoses, and Chronic Conditions for patients.
Reminder ReportLists upcoming and completed reminders for patient follow-ups, vaccinations, or appointments.
Vaccine ReportTracks patient vaccinations, due dates, and rabies records with export options for reports and bulk rabies certificates in a single ZIP file.