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Reports Overview
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The Reports module gives you insight into every area of your clinic’s operations. Financial summaries, invoice breakdowns, expense tracking, inventory movement, patient statistics, appointment analysis, and staff performance are all available as configurable reports that you can filter, view on screen, and export.
Accessing reports
Click Reports in the left sidebar under the OPERATIONS section. The Reports page opens showing report cards organized by category tabs.
Report categories
The page has seven category tabs across the top:
Tab | What it covers |
|---|---|
Financial | Overall financial summaries and transaction breakdowns |
Expenses | Purchases, suppliers, and expense tracking |
Invoices | Invoice-specific reports and markup analysis |
Inventory | Stock levels, item logs, and movement |
Patients | Medical records, notes, reminders, birthdays |
Appointments | Scheduling analysis and provider workload |
Staffs | Provider commissions and performance |
Each tab shows report cards with the report name and a brief description of what it contains.
Financial reports
Report | What it contains |
|---|---|
End of day report | All transactions including invoices, payments, and credits for a date based on invoice items |
Financial report | All transactions including invoices, payments, and credits for a date range based on invoice items |
Client financial report | All transactions including invoices, payments, and credits for a specific client based on invoice items |
Payment report | Payment details, credits, and invoices for a selected time period |
Sales by item report | Total sales for each inventory item for a selected time period |
Sales by item categories report | Total sales grouped by item category for a selected time period |
Sales taxes report | Sales tax collected by jurisdiction for a selected time period |
Clients report | Detailed client financials including proforma, open, closed invoices, payments, and credits |
Client retention report | Track client retention through their appointments, invoices, vaccines and other services |
Revenue growth report | Monthly clinic revenue with month over month and year over year growth |
Cash flow report | Monthly cash inflow (payments) versus outflow (expenses and purchases) |
Receivable report | Total amounts currently past due and how far past due they are |
Receivable entity report | Total amounts that are currently past due for enteties |
Sales by provider report | Each provider’s sales count and amount |
Purchases report | All purchases for a selected time period |
Expenses report | All expenses for a selected time period |
Suppliers report | How much you purchased from each supplier |
Markup report | Profit margins and pricing strategies across consumable items |
Expenses reports
Report | What it contains |
|---|---|
Purchases report | Detailed list of all purchases for the selected time period |
Supplier report | Purchase amounts per supplier to identify spending patterns |
Expenses report | Detailed list of all expenses for the selected time period |
Invoice reports
Report | What it contains |
|---|---|
Invoices report | Lists all invoices |
Financial report | All transactions based on invoice items for a date range |
Client financial report | Transactions for a specific client based on invoice items |
Deleted invoices report | Lists all deleted invoices for the selected time period |
Invoice payments report | All payments for invoices in a selected time period |
Markup report | Profit margins across consumable items |
Inventory reports
Report | What it contains |
|---|---|
Inventory reports | Lists all inventory items with current stock levels |
Items logs report | All changes that happened to inventory items for a selected time period |
Slow moving items report | Consumable items with low, no, or stagnant sales over the past 180 days, divided into two consecutive 90-day periods |
Patient reports
Report | What it contains |
|---|---|
Patient notes report | All patient notes for a selected time period |
Medical records report | All medical records for a selected time period |
Reminder report | All reminder reports for a selected time period |
Clients birthday report | All clients with birthdays in a selected time period |
Patients birthday report | All patients with birthdays in a selected time period |
Appointment reports
Report | What it contains |
|---|---|
Appointments report | Detailed overview and analysis of all scheduled appointments |
Appointments providers report | Summary of appointment counts per provider and status |
Staff reports
Report | What it contains |
|---|---|
Provider commission report | Provider commission earnings based on sales for the selected time period |
Running a report
- Click on any report card to open it.
- The report configuration page loads.
Configuration options
Every report has:
- Date range picker: Set the start and end dates (with a TODAY button for quick selection)
- State filter (where applicable): Dropdown to filter by status (All, Open, Closed, etc.)
- Apply button: Generates the report with your selected filters
Exporting reports
Every report can be exported in three formats:
Format | Button | Best for |
|---|---|---|
Export | Printing or emailing to stakeholders | |
Excel | Export | Further analysis in spreadsheets |
Direct printing from the browser |
These buttons appear at the top of the report results after you click Apply.
What to do if something goes wrong
Report shows zero results: Check the date range. Make sure your start date is before the end date and that transactions exist in that period. Also check the State filter if one is available.
Numbers don’t match your expectations: Reports are based on invoice dates, not payment dates. A payment recorded today for a January invoice may appear in the January period in some reports. Check which date field the specific report uses.
Cannot find a specific report type: Check all category tabs. Some reports appear under multiple tabs (like Financial Report appearing under both Financial and Invoices).
Export not working: Try a different format. If PDF fails, try Excel. Also check that your browser allows downloads from the application.
Slow Moving Items report showing wrong data: This report uses a 180-day lookback from today, split into two 90-day periods. It only includes consumable items. Services and bundles are excluded.
Note: Contact the viggoVet help if any of these problems persist after following the instructions.