Recommendations and summary
There are multiple reports that can be used to calculate production values in eVetPractice:
- Veterinary Services Delivered Report
- Sales Report
- The Sales Report manually paired with the Accounts Receivable report
Each reporting method has its own definitions, advantages, and disadvantages. They are listed here in order of "least" to "most" amount of complexity.
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?
- 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).
- Immediate reconciliation between the Cash Summary and Provider Summary sections is difficult, given how both sections have distinct definitions.
- See Why are my totals different between Cash Summary, Provider Summary or Category Summary sections on the Sales report? for more information.
- See How do I configure or run the Sales Report?
Manually Combined Sales Report and Accounts Receivable Reporting
- Run a Sales Report for a date range with the Provider Summary included.
- Separately, for the same date range, run an Accounts Receivable report grouped by provider to see all invoices still unpaid.
- Take the totals of the provider summary and subtract the AR totals for each provider from them. This calculates "actual paid" values.
- The most amount of work and requires manual accounting and reconciliation.