Reports

Review your clinic's financial status, customer activity, vaccine tracking, stock status, and general data in one place.

The reports are grouped by the question they answer rather than by the screen the data came from, so this page is mostly a map: find the question, then open the report that answers it.

Where to Find This Section

Reports in the left menu. Search reports... narrows the list when you know roughly what you are after.

Note

Reports are permission-gated one group at a time, so you see the groups your roles allow and not necessarily all of them. If you see No report access granted yet, ask a clinic administrator. See Users and roles.

Overview

Quickly review your clinic's general data status and daily flow.

Report	What it answers
Daily Summary	All clinic activities for the selected day at a glance.
Monthly Overview	Compare the month's total activity with the previous period and spot the quiet months.
Clinic Statistics	View customer, pet, appointment, visit, product, invoice, and notification counts on a single screen.

Daily Summary is the one to open at closing time; Monthly Overview is the one to open at the end of a month.

Financial

Track income, expenses, payments, invoices, and account balances.

Report	What it answers
Income Report	Lists revenues earned within the selected date range, broken down by payment method (credit card, bank transfer, cash).
Expenses Report	Calculates and lists the clinic's expenses period by period.
Profit & Loss Report	Calculates net profit and profit margin period by period by comparing total revenue against total expenses.
Invoices Report	Lists all issued invoices and their amounts within the selected date range.
Outstanding Balance Report	Lists customers with unpaid invoice balances by period.
Line Item Sales Report	Analyze sales details by product, medication, and service.

Tip

Outstanding Balance Report and the unpaid-invoice follow-up answer the same question from two ends: this one is for reading, that one is for acting. See Client follow-ups.

Customers

Monitor customer acquisition, activity, and return patterns.

Report	What it answers
Customer Acquisition Report	Track how many new customers you gained over time.
Active / Inactive Customer Report	Identify customers who haven't visited your clinic in a while.
New vs. Returning Customers	Compare first-time visitors against returning customers month by month.
Pet Ownership Report	See how many pets your customers own and identify multi-pet households.

Patients

View the species, breed, and growth distribution of patient records.

Report	What it answers
Pet Registration Growth Report	Track how the number of registered animals in your clinic has grown over time.
Species & Breed Distribution Report	Analyze the distribution of animals in your clinic by species and breed.

Vaccines

Track administered, scheduled, overdue, and missed vaccinations.

Report	What it answers
Vaccine Status Report	Overview of administered, scheduled, overdue, and unscheduled vaccines.
Vaccine List	Filter and list all vaccines by status, species, and date.
Missed Vaccine Report	Analyze overdue and unadministered vaccines by period.
Vaccine Administration Distribution	See how many times each vaccine was administered, by species and breed.
Vaccine Administration Trend	Track how the number of administered vaccines changes over time.

Products and Stock

Monitor stock, inventory value, and product movements.

Report	What it answers
Stock Status Report	View the current stock levels and inventory value of all tracked products.
Inventory Value Report	View cost and sales-based inventory value and VAT breakdown of all stocked products.
Stock Movement Report	Analyse stock in, out and net movements for the selected period.
Expiry Date Report	Track products with approaching or past expiry dates to minimise risk.

Expiry Date Report is the one worth a standing appointment in the diary. It bands products as Critical (≤30 Days), Warning (31-90 Days) and Expired, and stock you find at the expired end has already cost the clinic money.

Notifications

Monitor SMS, email, WhatsApp, and mobile notification performance.

Report	What it answers
Notification Summary	Notification delivery summary metrics
Delivery History	Notification delivery history over time
Delivery Trend	Notification delivery trends over time

Caution

This list shows delivery history from the last 7 days only. For more detailed records, please refer to Notification Trends.

Reading a Report

Most reports share the same three controls:

• Period — the range being reported on, from Today through Last 12 months and This year. Future dates are not allowed.
• Comparison — measure the period against Previous period or Same period last year. Where there is not enough history, the report says so rather than showing a misleading figure: There is not enough historical data for comparison.
• Drill-down — in most reports a period in the list opens the detail behind the number.

An empty report is usually a filter, not a fault: There is no data available for the selected period.

Note

Where a report counts something in a particular way — what makes a customer “new”, or which visits count as activity — it states that basis on the report itself, beside the figure. Read that note before comparing a number here with one you calculated elsewhere.

Related

• Client follow-ups — acting on what the receivables and vaccine reports show
• Set up products and services — the stock the product reports measure
• Record an expense — the other half of the profit and loss figure