• Clients who have an owing balance
• Clients who have a debtor balance
• The quantity that each client owes
• The contact code of each client
• The email address of each client

• Vaccination
• Status
• Owner
• Microchip number
• Most recent visit
• Species
• Age
• Color
• Notes
• Sex
• Demeanor status

• All appointment types in the specified period
• The number of appointments
• The average appointment time in minutes
• The total appointment time in minutes

• All clients who have invoices
• The invoices that are necessary to approve

You also can use the report to select the invoices that are necessary to approve.

• Products that staff ordered
• Products that the organization did not receive

• All canceled appointments
• The staff member who canceled the each appointment
• Information about each cancellation
• The time of the cancellation

• Clinical records that have the specified clinical case team
• Clinical records that have the specified assigned person
• The number of clinical records that have the specified master problem
• Clinical records that have the specified procedure

• Physical address information
• Postal address information
• The type of contact record (for example, a client contact record)
• Notes of the contact record
• The time that a person made the contact record
• The time that a person changed the information of the contact record

• Date and time
• The patient that staff administered the drug to
• The staff member who dispensed the drug

You can also select a date range for the report information.

• The balance of each client
• The shortest period to pay of each client
• The longest period to pay of each client
• The average time to pay of each client
• The credit rating of each client

• How much each client spends
• Total revenue of your organization
• Gross profits of your organization
• Total number of invoices
• Average spend of each invoice
• Average spend of each invoice line item

• The quantity that each client spends each month
• The quantity that each client spends each year

The report also calculates the average quantity and total quantity that each client spends.

• Pending invoices
• Approved invoices
• Payment types
• Open debtor balances
• Closing debtor balances

• Pending invoices
• Unallocated payments
• Unallocated credits
• Payment reconciliation information

You can also select a department and a date range for the information.

• Approve many invoices at the same time
• Unapprove many invoices at the same time
• Allocate many payments at the same time
• Allocate credit for many records at the same time

• All estimates
• The status of each estimate
• Information about the prices of each estimate
• Information about comments of each estimate

• Invoice transactions
• Payment transactions
• A specified date range

• The name and code of each product
• The available quantity that is in inventory
• The quantity ordered
• The remaining quantity to order

• Products that are inventory-tracked
• The inventory quantity of each product

Use this report to do an inventory count.

• Product codes
• Product names
• The quantity of each product that is in inventory
• The total inventory value

• All invoice line items
• The discount quantity of each invoice line item
• The price adjustment reason of each discount
• The staff member who set each discount

• Salesperson
• Product
• Product group
• Department

You can also use this report to calculate staff commission data.

• All invoices of a specified period
• All credit notes of a specified period
• composite tax rate information

• The time of the merge
• The source record and target record of the merge

You can also use this report to send an email reminder.

• All payment methods that are related to each department
• The quantity paid with the related payment method for a specified period

• Payment related to salesperson
• Payment related to product
• Payment related to product group
• Payment related to department

You can also use this report to calculate staff commission data.

• All payment methods
• The quantity paid with the related payment method for a specified period

• All products
• The product group of each product
• The buy cost of each product
• The sell cost of each product
• The markup of each product
• The dispense fee of each product

• All products
• The quantity that each client spent for each product in a specified period

The report can also compare the quantity that clients spent in different periods.

• All products
• The monthly cost of each product
• The year cost of each product
• The average cost of a product for a specified period
• The total cost of a product for a specified period

• Product name
• Product code
• Product cost
• Related product group
• Applicable department

• All products sold in a specified period
• The quantity of each product sold

• All products sold in a specified period
• The quantity of each sold product
• The client of each sold product
• The patient of each sold product
• The cost of each sold product
• A summary of the total quantity

• All client purchase orders
• Each purchase order number
• The client of each purchase order
• The total dollar value of each purchase order
• The status of each purchase order
• The related invoice information of each purchase order

• All purchases
• The date of each purchase
• The order number of each purchase
• The quantity of each purchase
• The received invoice of each purchase

• All invoices in a date and time sequence
• The number of each invoice
• The items of each invoice
• The total dollar quantity of each invoice
• The payment number of each invoice
• The payment date of each invoice
• The payment method of each invoice
• The dollar quantity of each payment

• All received invoices
• All line items of each received invoice

• Invoices that are related to suppliers
• Dates of each invoice
• The purchase order of each invoice
• The dollar quantity of each received invoice in a specified period

• Select many saved filters of the Records dashboard
• Make one report that shows the number of records of each filter

• The date of the last referral
• The date of the referral before the last one
• The period between the two referrals

If there is only one referral, ezyVet cannot calculate a period between referrals. And the column for the period between referrals shows N/A.

• Client revenue from each veterinary clinic referral
• Each referring veterinary clinic
• The veterinarian of each veterinary clinic referral
• The client of each veterinary clinic referral
• The applicable patient of each veterinary clinic referral
• The total dollar quantity of each veterinary clinic referral

You can also use this report to send an email reminder.

• Make an SMS message
• Select the clients to send the message to

• All staff members of your organization
• The invoices that each staff member made
• The date of each invoice
• The revenue of each staff member
• The gross profit of each staff member

• All clients
• The statements of each client
• General information about the client
• The email address of each client
• The balance of each statement
• The sent date of each statement
• The default terms of each statement
• The direct debit date of each statement

You can also use this report to show a PDF document of each statement and send it to to an applicable client.

• Clients that are on a stop sales list because they have unpaid invoices
• Clients that have a credit warning

• Dollar quantities of items invoiced for a specified period
• Dollar quantities of items invoiced for a specified tax code
• The quantity of tax collected in a period

• Each patient that has a vaccination
• The product name of each vaccination
• The batch number of each vaccination
• The date that a staff member gave each vaccination
• The owner of each patient

• The name of each wellness plan
• Each patient and client
• Available benefits of each plan
• Used benefits of each plan
• Remaining benefits of each plan

• All staff members of your organization
• The appointment types of each staff member for a specified period