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ezyVet

Getting started

About this documentation

Records

Find and show information

Reports and methods for information search

Record search

Dashboard tabs

Reports

Change logs

Restore text content that you accidentally removed from a record

Change your personal information

Make changes to your ezyVet work environment

ezyVet shortcuts (Microsoft Windows)

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

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Pilot features

Reports and methods for information search

ezyVet has many different reports that show different types of information. It is important to know which reports you can use to find the information that you want.

The tables that follow give:

Information that an ezyVet customer usually wants
The reports and related methods that you can use to find and show the information

General information


I want to	Reports and related methods to use
Show the total number of customers, patients, and staff of my organization.	Use the Performance Summary report. The report output shows the total number of customers, patients, and staff of your organization:
Do an end-of-year report	Refer to About end-of-year reporting.

Product information


I want to	Reports and related methods to use
Show a list of all products.	Refer to Show an alphabetical list of all products.
Show a list of all product prices.	Refer to Show a list of all product prices.
Show a list of clinical procedure prices.	Refer to Show a list of clinical procedure prices.
Show a list of all products in alphabetical sequence.	Use the Products report and set Order Results By to Product Name.
Find products that have a tax rate of more than zero.	Refer to Find products that have a tax rate of more than zero.
Find all products of a product supplier.	Refer to Find products of a product supplier.

Patient information


I want to	Reports and related methods to use
Find all patients	Refer to Find all patients (Animals report method). Tip: The output of the report includes many other types of information. For example, it includes: Client names Client phone numbers Client address information Patient microchip numbers Patient species and breeds Demeanor statuses Patient ages and dates of birth Master problems
Find a patient's master problems.	Refer to Find a patient's master problems.
Find patient records made in a date range.	Refer to Find patient records made in a date range.
Find all patients who are alive.	Refer to: Find alive patients (Records dashboard method) Find alive patients (Animals report method)
Find all patients who are deceased.	Refer to Find deceased patients.
Find all patients who have insurance.	Refer to Find all patients who have insurance.
Use microchip numbers for patient search.	Refer to Microchip numbers and patient search.
Find patients with addresses that are different to owner addresses.	Refer to Find patients with addresses that are different to owner addresses.

Appointment information


I want to	Reports and related methods to use
Show a list of calendar appointments.	Refer to Show a list of calendar appointments.
Find the average time that each patient is in a waiting room.	Use the Appointment Status report and set Appointment Status to In Waiting Room.
Find and show information about canceled appointments.	Refer to: Show information about canceled appointments (Cancelled Appointments report) Show information about canceled appointments (Records dashboard method)

Client information


I want to	Reports and related methods to use
Show a list of clients.	Refer to Show a list of clients.
Show a list of the numbers of new clients.	Refer to Show a list of new clients.
Show information about canceled appointments.	Refer to Show information about canceled appointments (Cancelled Appointments report) or Show information about canceled appointments (Records dashboard method).
Do an export of client email addresses.	Refer to Get a list of client email addresses.
Show a list of client ZIP codes.	Use the Contacts report and use Microsoft Excel format for the output. The output of the Contacts report has a Contact Postal Post Code column and a Contact Physical Post Code column. Each column has ZIP codes. Use the data sort features of Excel to show only the applicable ZIP codes.

Clinical information


I want to	Reports and related methods to use
Find all patients that have a due or overdue standard of care items.	Refer to Find patients that have due or overdue standard-of-care items.
Show a list of patients who receive a rabies vaccination in a specified period.	Use the Products Billed To Customers report and: Select the applicable vaccination product Select the applicable date range
Show a list of patients that received X-rays.	Use the Products Billed To Customers report and: Select the applicable X-ray product Select the applicable date range
Show a list of all medications with information that includes: Patients and clients Clinical records Case owners Refill quantities Expired dates Medication instructions	Refer to Show a list of all medications.

Inventory information


I want to	Reports and related methods to use
See how an inventory item is used.	Use the Invoice Revenue By Group report to show: The revenue of a product The quantity used of a product To show data about more than one product, use the Group By setting or Sub Group By setting of the report.
	Use the Inventory Movement report to export inventory data about many products for a specified period.
	If you are a practice manager, you can use: The Inventory tab in the applicable product's configuration The Statistics tab in the applicable product's configuration The Inventory tab: Shows each invoice of the product Shows each inventory adjustment record of the product Shows each inventory movement record of the product Shows each received inventory record of the product The Statistics tab shows many types of inventory data of the product for many periods. For example: The inventory turnover of each month The average buy price and average sell price The number of items bought and sold You can also use the Inventory tab and the Statistics tab to show only the products of a selected inventory location.
Find expired inventory	Use the Expired Inventory report.
Show a list of inventory batches that will expire in a specified period (for example, in the next month).	Refer to Show a list of inventory products that will expire.
	Select the Inventory Value report. Select the Include Batch Details setting. Use Microsoft Excel format to export the report data. Use Excel to open the report data and use Excel's data sort tools to show the expired dates
Show inventory adjustment reasons in a report.	Use the Inventory Movement report.

Financial information


I want to	Reports and related methods to use
Show the end-of-month revenue of your organization.	Use the Invoice Revenue By Group report.
Show: The average transaction of each veterinarian The average revenue of each veterinarian	Use the Performance Summary report.
Show the total revenue of each veterinarian of a specified period.	Use the Staff Sales report.
Show the total revenue of a specified period.	Use the Payment Summary report.
Show the invoices of each day of each client.	Use the Invoice Revenue By Group report and: Set Group By to Customer Set Sub Group By to Product.
Show: All discounted items of a specified period The staff that set the discount	Use the Invoice Lines report. The report can show: The discount quantity of invoice line items Information about why each discount of an invoice line item was necessary The staff member of each invoice line item Discount information for a specified client If you export the report data to Microsoft Excel format, you can use Excel's data sort tools to show different types of information.
Find unapproved invoices.	Refer to Find unapproved invoices (invoicing screen method) or Find unapproved invoices (Records dashboard tab method).
Show a list of products that clients bought.	Use the Invoice Revenue By Group report. Set Group By to Date (Day) and set Sub Group By to Invoice.
Show a list of products that clients bought.	Use the Invoice Lines report but do not select a client in the Client box. Use Microsoft Excel format to export the report. Then, use Excel's data sort tools to show the products that each applicable client bought.
Find which clients bought a product.	Refer to: Find which clients bought a product (Records dashboard method) Find which clients bought a product (report method)
Find invoices of wellness plan memberships.	Refer to Find invoices of wellness plan memberships.
Show a list of client refunds.	Refer to Show a list of client refunds.
Find invoices that have the not ready for billing (NRB) condition.	Refer to: Find not-ready-for-billing invoices (invoicing screen method) Find not-ready-for-billing invoices (Records dashboard tab method)

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Reports and methods for information search

ezyVet

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Last updated: February 4, 2025

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