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ezyVet

Clients

Patients

Appointments

Products

Veterinary care

Invoicing

Payments

Refunds

Financial controls

Xero

Insurance

Document management

File attachments

Printing

Electronic signatures

Inventory

Staff management

ezyVet administration

Reference information

Customer support information

Release notes

Glossary

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

IDEXX SmartFlow

ezyVet Connect

Knowledge Center: New and published

Pilot features

Available reports in ezyVet

ezyVet has many different types of report. Each report has a different function and shows different types of information.

This table gives the information that each report shows:


Report name	Information
Aged Receivables	Shows: 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 The report can also show client information of a date range.
Agenda	Shows appointments of the specified period. The report has filters that you can use to show different appointment information. For example: A staff member's appointments for the month The time of each appointment Each appointment type The content of the Reason for appointment box of each appointment
Animals	Shows a list of all animals that includes this information for each animal: Vaccination Status Owner Microchip number Most recent visit Species Age Color Notes Sex Demeanor status
Appointment Status	Shows the time that a patient was in an appointment. The report also shows the related appointment status of each time.
Appointment Type	Shows: All appointment types in the specified period The number of appointments The average appointment time in minutes The total appointment time in minutes
Approve Invoices	Shows: 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.
Backorder	Shows: Products that staff ordered Products that the organization did not receive
Boarding	Shows all boarding bookings.
Cancelled Appointments	Shows: All canceled appointments The staff member who canceled the each appointment Information about each cancellation The time of the cancellation
Charge Late Fees/Interest	Use this report to charge interest on overdue accounts.
Clinical Note Approval	Use the filters of this report to make a report of all clinical note records.
Consult Metrics	A special report that you can only use with ezyVet's student verification system. The report shows clinical records. You can use a set of filters to show clinical records that have different types of information. For example, use the filters to show: 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 Note: You can get access to the Consult Metrics report only if your site uses the ezyVet student verification system.
Contacts	Shows all contact records. The report includes: 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
Controlled Drug	Shows information about controlled drugs. The report includes: 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.
Credit Rating	Shows: 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
Creditors	Shows all suppliers that have a related credit on their account.
Customer Invoice Statistics	Shows: 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
Customer Revenue Spend	Shows the quantity that each client spends in the specified period. The report can also compare the quantity with a different period. Tip: You can use this report to show the spend difference between financial years.
Customer Revenue Spend Trend	Shows a list of all clients that can include: 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.
Disabled Records	Shows all disabled records. You can also select a date range for the information.
Email Export	Shows a list of all email addresses of contact records.
End of Day Totals	Shows quantities for: Pending invoices Approved invoices Payment types Open debtor balances Closing debtor balances Note: You cannot use the End of Day Totals report with more than one department at the same time.
End Of Day Wizard	Shows: Pending invoices Unallocated payments Unallocated credits Payment reconciliation information You can select a department and a date range for the information. You can use the End Of Day Wizard report: To approve many invoices at the same time To unapprove many invoices at the same time To do payment allocation for many payments at the same time To do credit note allocation for records at the same time To do payment reconciliation as part of end-of-day reporting
Estimate Status	Shows: All estimates The status of each estimate Information about the prices of each estimate Information about comments of each estimate
Expired Inventory	Shows all expired products.
Financial Summary	Shows a short financial information about your organization. The information can include: Invoice transactions Payment transactions A specified date range Tip: If you select a transaction of the report, ezyVet shows the related source record.
Inventory Movement	Shows product inventory adjustments and inventory movements. (For example, the report can show the sales and purchases of a product for a given period.)
Inventory Ordering	Shows products and product groups with information that includes: The name and code of each product The available quantity that is in inventory The quantity ordered The remaining quantity to order
Inventory Take	Shows: Products that are inventory-tracked The inventory quantity of each product Use this report to do an inventory count.
Inventory Transfer	Shows a report of inventory transfer items.
Inventory Value	Shows all products that are in your organization's inventory. The report can include: Product codes Product names The quantity of each product that is in inventory The total inventory value
Invoice Lines	Shows: 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 You can also select a client and date range for the report. Tip: Use a spreadsheet app (for example, Microsoft Excel or LibreOffice Calc) to sort the data.
Invoice Revenue By Group	Shows invoice revenue that is related to: Salesperson Product Product group Department You can also use this report to calculate staff commission data.
Invoice/Credit Summary	Shows: All invoices of a specified period All credit notes of a specified period composite tax rate information
KPI Export	Shows revenue that is related to key performance indicators.
Mass Payment	Use this report to do many payments at the same time.
Merge Log	Shows all merged products. Each product shows: The time of the merge The source record and target record of the merge
Merge Unapproved Invoices	Shows all clients that have unapproved invoices. You can also use this report to merge the unapproved invoices.
Overdue Balance Letter	Shows all clients that have an overdue balance. You can also use this report to send an email reminder.
Payment Allocations To Divisions	Shows: All payment methods that are related to each department The quantity paid with the related payment method for a specified period
Payment Revenue By Group	Shows: 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.
Payment Summary	Shows: All payment methods The quantity paid with the related payment method for a specified period
Performance Summary	Shows key performance indicators (for example, the total dollar quantity of invoices for each staff member). You can select a date range for the report.
Print Combined Invoice	Shows all invoices of a specified client.
Print Invoices	Shows the invoices of a client for the specified period.
Product Pricing	Shows: 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
Product Revenue Spend	Shows: 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.
Product Revenue Spend Trend	Shows: 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
Products	Shows all products and important information of each product. The information includes: Product name Product code Product cost Related product group Applicable department
Products Billed	Shows: All products sold in a specified period The quantity of each product sold This report shows information that is applicable to inventory ordering. Thus: The report shows information about the contained items of product containers The report does not show information about the product containers
Products Billed To Customers	Shows: 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 Note: This report does not include information about product containers.
Purchase Order Info	Shows: 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
Purchases	Shows: All purchases The date of each purchase The order number of each purchase The quantity of each purchase The received invoice of each purchase
Receipts	Shows: 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 You can use the filters of the report to select: A client A date range
Receive Invoice Items	Shows: All received invoices All line items of each received invoice
Receive Invoices	Shows all received invoices.
Received Invoices	Shows: 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
Record Filter Counts	Use this report to: Select many saved filters of the Records dashboard Make one report that shows the number of records of each filter Note: This report shows the number of records of each filter only. It does not show other types of information. To show other types of information, use the Records dashboard directly.
Referral Statistics	Shows statistics about the veterinary organizations and veterinarians who referred patients to your organization in a specified period. The report shows: 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`. The report also shows the number of referrals to your organization in these periods: The six months before the end date that you selected The 12 months before the end date that you selected The 24 months before the end date that you selected And the report shows the average number of referrals in the 12 months before the end date that you selected. Note: To calculate the referral statistics, ezyVet uses the total number of appointments.
Referrer Revenue	Shows: 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
Send Invoices	Shows approved invoices that are necessary for clients to pay. You can also use this report to send an email reminder.
SMS Broadcast	Use this report to: Make an SMS message Select the clients to send the message to
SMS Volumes	Shows the total number of SMS messages that you sent from ezyVet. Note: The report output includes the number of SMS segments of the SMS messages.
Staff Sales	Shows: 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 Note: The report includes these columns: T/O (turnover, which is the total revenue) G/P \$ (shows gross profit as a dollar value) G/P % (shows gross profit as a percentage)
Standard Payment	Shows the payment information that is related to a payment integration. You can use this report for reconciliation of payment records.
Statements	Shows: 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.
Stop Credit Summary	Shows: Clients that are on a stop sales list because they have unpaid invoices Clients that have a credit warning Note: The balance that this report shows is accurate when you do the report.
Taxable Sales	Shows: 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 Note: This report shows the data of approved invoices only.
TimeClock	Shows time clock records.
Unapplied Payments and Credits	Shows clients that do not have credits or payments added to their account.
Unbilled Consult Appointments	Shows all appointments of clinical records that do not have a related invoice.
User Target Summary	Shows a summary of user targets.
Vaccinations	Shows: 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
Wellness Outstanding Payments	Shows unpaid client invoices of wellness plans.
Wellness Plan Use	Shows information about wellness plan memberships. The information includes: 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 Note: The output of the Wellness Plan Use report includes information about wellness plan memberships: For patient records that are disabled For configured wellness plans that a practice manager disabled
Work Type	Shows a pie chart of: All staff members of your organization The appointment types of each staff member for a specified period

ezyVet

Beginner

Last updated: March 12, 2025

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