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?