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 ReportTrack Wellness Plan adoption, revenue, renewals, cancellations, and unenrolled patient opportunities across your practice.
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.