Recommendations and summary
There are multiple reports that can be used to calculate production values in eVetPractice:
- Veterinary Services Delivered Report
- Sales Report
Each reporting method has its own definitions, advantages, and disadvantages.
Veterinary Services Delivered Report
- Displays all products broken down by provider for a date range in an easily readable format.
- Reports on products regardless of invoice status, including items on open invoices (that are subject to change), or items on closed invoices with no payments applied.
- See How do I configure or run the Veterinary Services Delivered Report?
Sales Report
- The Provider Summary reports on items that have gone through a checkout process and received at least a partial payment (but not necessarily a full payment).
- When an invoice is partially paid, the provider will receive the full production amount at the first payment. Subsequent payments will not be added to the Provider Summary totals.
- The Report should be run with the Cash Summary, Provider Summary and Provider Category Summary. The Provider Summary Breakdown can be included to see the individual items.
-
- The Cash Summary, Provider Summary, and Category Summary should not be compared:
Why are my totals different between Cash Summary, Provider Summary or Category Summary sections on the Sales report? for more information.
- The Cash Summary, Provider Summary, and Category Summary should not be compared:
-
- See How do I configure or run the Sales Report?