This article provides a listing of different reporting items available.
- Report types added to the Reports Dashboard. See below for a complete listing.
- Inventory On Hand reports. See How do I run on-hand inventory reports?
- The Email Dashboard. See How do I see emails sent?
- Controlled Substances reporting. See How do I report on controlled substances?
- Time clock reporting. See How do I run a time clock report?
- The Patient Charges Report. See How do I print individual patient charges?
- WhoGot reporting. See How do I set up and run the WhoGot report?
- Experimental and alpha accounting reports. See How do I enable and run the advanced accounting reports?
An overview of the Reports Dashboard
The Reports Dashboard is accessible from the Reports menu option.
Note: The ability to see the Reports menu option and to run certain reports is permissions based – you will need to be associated with the appropriate employee rights to see and create reports on the dashboard.
Report Types
Accounts Receivable
How do I configure and run the Accounts Receivable Report?
Appointment Report
How do I configure and run the Appointment Report?
Billable Items Reports
How do I configure and run the Billable Items report?
Boarding Report
How do I configure and run the Boarding Report?
Client Report
How do I configure and run the Client Report?
End of Shift
How do I configure and run the End of Shift Report?
Estimate Report
How do I configure and run the Estimate Report?
Inactive Client Report
How do I configure and run the Inactive Client report?
Inventory Report
How do I configure and run the Inventory Report?
Patient Reminders
- How do I configure and run the Patient Reminders Report?
- How do I run a patient callbacks reminder report?
Patient Report
How do I configure and run the Patient Report?
Payment Plan Report
How do I configure and run the Payment Plan Report?
Practice Trending Report
How do I configure and run the Practice Trending Report?
Prescription Report
How do I configure and run the Prescription Report?
Referral Report
How do I configure and run the Referral Report?
Referral System Report
How do I configure and run the Referral System Report?
Sales
How do I configure and run the Sales Report?
Usage Report
How do I configure and run the Usage Report?
Vaccination Report
How do I configure and run the Vaccination Report?
Veterinary Services Delivered
How do I configure and run the Veterinary Services Delivered Report?
Voided Payment Report
How do I configure and run the Voided Payment Report?
Wellness Plan Report
How do I configure and run the Wellness Plan Report?