Use IDEXX Neo reports to track and manage your practice performance, client and patient information, and control your inventory.
Newer reports can be located in both the Recently Added section as well as the report category (Appointment, Client, Patient, etc.).
You can add reports you run frequently to your favorite reports list simply by clicking the Favorites icon to the right of the report name. To access your favorite reports, simply click the Favorites button
at the top of the Reports page.
Note: The favorite reports list is based on the logged in user. If there are no favorites for the logged in user, directions on how to add to the Favorites list will be displayed.
Depending on the report, you can view the results in the following formats:
- Bar chart
- Pie chart
- Line chart
- Spreadsheet
- On-screen list
Note: Not all formats are available for all reports.
As available and as needed, select the date range and additional filters to define the information you need returned from the report.
Important: Voided or corrected consultations will be included on applicable reports, as follows. This ensures historic report data will not change. See individual reports’ Additional Details below for more information.
| Consultation status | Definition | Report date |
| Corrected |
Original consultation that was corrected |
Original consultation last closed date |
| Voided | Original consultation that was voided | Original consultation last closed date |
| Void | Consultation that reversed the original consultation | Date the original consultation was voided |
See Run Reports for more information.
Common reports
| What you Need | IDEXX Neo Report | ||||
| How many sold |
Sales by Product Class Dispensed Products in Date Range |
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| Inventory cost | Inventory Valuation | ||||
| Inventory quantity changes | Inventory Audit Report | ||||
| Item List | Inventory Listing | ||||
| Overdue vaccines | Not a report - Administration > Reminders > All Due Reminders | ||||
| Price list | Inventory Listing | ||||
| Purchase Order History | Inventory Audit Report | ||||
| Rabies and vaccine tag information | Rabies Vaccines and Tags | ||||
| Reconcile controlled substances |
Dispensed Products in Date Range Inventory Audit Report |
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| Sales by line item, by patient |
Cost of Goods Sold Sales Tax Summary - Accrual Basis > CSV Export |
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| Sales by staff | Sales and Cost of Sales filtered by Staff | ||||
| Staff productivity |
Practice Dashboard Sales and Cost of Sales filtered by Veterinarian |
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| Tax rates assigned to products | Inventory Listing | ||||
| Tax reporting / tax charged |
Sales Tax Summary - Accrual Basis Sales Tax Summary - Cash Basis |
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| Top client | Clients By Amount Invoiced (Top 1000) | ||||
| Which client accounts are adjusted | Balance Adjustments | ||||
| Who bought/got a product |
|
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| Who owes money | Aged Debts |
Report Details
Click a report category to jump to that section in this article. Or press CTRL (CMD)+F to use your browser search to locate a report. You can search for the report name or a keyword. For example, "Sales Tax Summary" or "who bought".
Practice Dashboard
Appointment
Client
Miscellaneous
Patient
Products
Sales
Tax
Practice Dashboard
Report name: Practice Dashboard
Description: Review key performance indicators for your practice. Used to view sales, payment, provider production, client, patient, and appointment metrics.
Default Date Range (Last Invoice Close Date): Last Month
Output: Onscreen, PDF
Sections: Total Sales, Average Sales, Discounts, and Invoices; Gross Sales Trends, Sales by Top 5 Species, and Sales by Top 5 Product Class; Patient Visits and Client Visits (incl. APT and ACT); Payments and Appointments; Provider Performance.
Details: See Practice Dashboard for more information.
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Appointment
Report name: Appointment Summary
Description: List of scheduled appointments, including details. Used to print schedule, pull charts, and view no show appointments.
Default Date Range (Appointment Date): Today
Output: Onscreen - Chart (Summary - # of Appointments by Appointment Type), Appointment Totals (incl Checked In and Not Arrived), Details, CSV Export; PDF
Fields:
Onscreen: Appointment (date, start time, end time), Patient Name, Client Full Name, Client Phone, Appointment Type, Notes, Provider, Room.
CSV Export: Appointment ID, Patient ID, Patient Name, Species, Breed, Date of Birth, Sex, Color, Current Weight, Client ID, Client First Name, Client Last Name, Home No., Mobile No., Email, Appointment Date, Appointment Start, Appointment End, Date Created, Appointment Type, Notes, Provider, Room, Appointment Status, Confirmation Status.
Additional information: Vetstoria users will see matched and unmatched appointments. If a consultation that was created from an appointment is voided, the appointment status will be updated to No Show.
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Client
Report name: Aged Accounts Receivable
Description: Clients with unpaid (outstanding) balances and credit balances per branch. Used to find accounts receivable amounts and clients with credit balances.
For multi-branch practices. All unpaid balances are reported using the client's associated or home /primary practice listed on the client Overview at the time the Aged Accounts Receivable report is run. This is to consolidate statements to a single email or letter to the client from their primary practice, regardless of where the transaction (sale) occurred. You can change a client's associated ID (branch), if needed.
Default Date Range: All balances as of Today
Output: Onscreen - Chart, Summary, Details; CSV Export; PDF
Fields: Client ID, Client Name, Client Phone, Total Balance, Current, 30 days, 60 days, 90 days, Finance Charge, Last Payment Date, Last Payment Amount
IMPORTANT: Once an outstanding balance is paid, the amount will no longer be reported on the Aged Accounts Receivable report.
If you need a “snapshot” of your accounts receivable to calculate period-to-period (daily, month) change, we recommend:
- Run Aged Accounts Receivable report consistently either:
- First thing in the morning before any financial transactions are entered for the day.
- Last report of your end-of-period closing after all transactions have been recorded /corrected.
- Save a PDF copy of the report to your device to refer to, as needed
Report name: Average Visits per Client and Patient
Description: Average number of client and patient visits per branch. The standard is to use a one-year period.
Default Date Range (Last Invoice Close Date): Today - Tomorrow
Output: Bar Chart
Fields: Average Visits Per Client, Average Visits Per Patient
Report name: Bad Debts
Description: Clients with written off (bad debt) amounts per branch. Used to find clients who've been written off.
Default Date Range (Last Invoice Close Date): Today - Tomorrow
Output: CSV Export; Email; SMS; Print Client Forms. Tip: To create and send mass email or SMS, or to print client forms, first create or update a Forms & Certificates template before running the report.
Fields: Invoice ID, Client ID, Client Branch (associate ID), Title, Client First Name, Client Last Name, Client Address 1, Client Address 2, Client Address 3, Suburb, City, State, Zip Code (as postcode), Country, Telephone 1, Telephone 2, Telephone 3, Email, Marketing, Grade, Patient Name, Consultation Date & Time, Invoice Status, Bad Debt, Amount Paid, Invoice Total, Owing on Invoice
Report name: Balance Adjustments
Description: List of manual adjustments made to client account balances per branch. Used to review balance adjustment details and totals.
Default Date Range (Balance Adjustment Date): Last Month
Output: Onscreen - Details; PDF
Fields: Date, Client Full Name, Reason, Staff, Amount, Grand Total
Report name: Client Mailing Lists (Newsletters, SMS, Email)
Description: Clients with an active patient and at least one consultation per branch. Each client displays once regardless of number of patients. Used to send mass mailing communications such as promotions or newsletters via print, SMS text, or email.
Default Date Range (Last Consultation Date): Today - Tomorrow
Output: CSV Export; Email; SMS; Print Client Forms
Fields: Client Branch (as associate_id), Client ID, Client First Name, Client Last Name, Client Address 1, Client Address 2, Client Address 3, Client Suburb, Client City, Client State, Client Zip Code (as postcode), Client Country, Client Telephone 1, Client Telephone 2, Client Telephone 3, Client Email, Client Unsubscribed status, Client Marketing, Client Grade
Report name: Client Spending Ranges IN LAST 365 DAYS
Description: Clients grouped by spending ranges in the last 365 days.
Default Date Range: Rolling 365 days
Output: Bar Chart; Pie Chart; CSV Export; Email; SMS; Print Client Forms by spending range in increments of 500.
Fields: Client ID, Client Title, Client First Name, Client Last Name, Client Address 1, Client Address 2, Client Address 3, Client Suburb, Client City, Client State, Client Zip Code (as postcode), Client Country, Client Telephone 1, Client Telephone 2, Client Telephone 3, Client Email, Client Marketing, Client Grade, Amount Spent
Report name: Client Amount INVOICED (TOP 1000)
Description: Ranks clients based on amount invoiced. Used to find top clients.
Default Date Range (Last Consultation Date): Today - Tomorrow
Output: CSV Export
Fields: Client Branch, Client ID, Client First Name, Client Last Name, Client Address 1, Client Address 2, Client Address 3, Client Suburb, Client City, Client State, Client Zip Code (as postcode), Client Country, Client Telephone 1, Client Telephone 2, Client Telephone 3, Client Email, Client Grade, Amount Invoiced
Report name: Find your ‘lost’ clients
Description: Find clients who do not have a closed invoice in the last 18 months, but had one in the previous 18 month period. Note- these are rolling time periods based on today's date.
Default Date Range: Last 18 months. Note: There is no date picker on this report.
Output: Onscreen; CSV Export; Email, SMS, Print Client Forms
Fields: Client ID, Client Title, Client First Name, Client Last Name, Client Address 1, Client Address 2, Client Address 3, Client Suburb, Client City, Client State, Client Zip Code (as postcode), Client Country, Client Telephone 1, Client Telephone 2, Client Telephone 3, Client Email, Client Unsubscribed status (0=No; 1=Yes), Pet alive?
Report name: Individual Client Payments and Invoices
Description: List of invoices and payments made by clients.
Default Date Range (Last Invoice Close Date or Last Payment Date) : Today - Tomorrow
Report Option #1: Individual client transaction and invoice listing
Output: CSV Export; Print Client Forms
Fields: Invoice ID (as note_id) Client ID, Client First Name, Client Last Name, Patient Name, Total Invoiced, Consultation Date and Time, Total Payment, Invoice Status*
Additional information: *The invoice statuses on the report are: Voided, Void, Correct; the invoice status will be blank when the consultation is unpaid, paid, or partly paid. Drafts are not included.
Report Option #2: Individual client payments
Output: CSV Export
Fields: Invoice Number, Patient ID, Patient Name, Last Name, Invoice Date, Payment Time, Payment Method, Authorization #, Transaction ID, Payment Reference, Amount Paid, Branch
Additional information: Deleted payments will not be included in the spreadsheet.
Payments left as credit on account (for example, unallocated prepayments; payments left as credit after voiding or correcting an invoice) will display on the original payment date.
- Credit invoice ID will display as the Invoice Number.
- The patient name will be “No Patient” until the credit is applied to one or more invoices.
Report name: New Client and Patients
Description: New clients and patients entered per branch.
Default Date Range (Client Registration Date): Today - Tomorrow
Output: Bar Chart; Line Chart; CSV Export; Email; SMS; Print Client Forms; Print Patient Forms
Fields: Client ID, Client Branch (as associate_id), Client First Name, Client Last Name, Client Address 1, Client Address 2, Client Address 3, Client Suburb, Client City, Client State, Client Zip Code (as postcode), Client Country, Client Telephone 1, Client Telephone 2, Client Telephone 3, Client Email, Client Marketing, Client Grade, Client Date Registered, Client Status, Client Date Deactivated, Patient ID, Patient Name, Species, Breed, Sex, Date of Birth, Alive (Y=Alive; N=Deceased), Temperament, Patient Status, Patient Date Deactivated
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Miscellaneous
Report name: Text Messaging (SMS) Usage
Description: Text messages attempted to be sent. CSV export provides list of text messages created including which SMS Manager mailbox they are in at the time the report is run (Approved, Outbox, Sent).
Default Date Range (Date of SMS): Today - Tomorrow
Output: Bar Chart; CSV Export
Fields: Client Branch (as associate_name), Message ID, Logged in user (as from_user_name), Client ID( as to_client_id), SMS create date (as date_time_created), SMS date sent (as date_time_sent), Mailbox (as category folder), Message, Success /Error Message (as error_message), Comm Provider (as provider_name), Client Title, Client First Name, Client Last Name, Client Mobile Number (as Telephone3)
For practices with Vello enabled only. This report will include SMS sent through both Neo and Vello.
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Patient
Report name: Insured Patient Activity grouped by Branch
Description: Number of insured patients with a closed invoice in the specified date range per branch.
Default Date Range (Last Invoice Close Date): Today - Tomorrow
Output: Bar Chart
Fields: Number of patients with a closed invoice in the specified date range and has insurance information saved to their Overview. Each patient is counted once only regardless of number of invoices. Tip: For a list of insured patients, use Patient Mailing Lists with filters for Products and Signalment (see below).
Report name: Patient Mailing Lists with filters for Products and Signalment
Description: List of active clients and patients with contact information who meet the criteria selected. For example, canines over 3 years old. Used to send targeted mass communications such as promotions via print, text, or email based on patient signalment or products and services sold.
Default Date Range (Consultation Product Line Date): Today - Tomorrow
Output: CSV Export; Email; SMS; Print Client Forms; Print Patient Forms
Fields: Patient ID, Patient Name, Species, Breed, Date of Birth, Sex, Color, Microchip ID, Insurance, Alive Client Branch (as associate_id), Client ID, Client Title, Client First Name, Client Last Name, Client Address 1, Client Address 2, Client Address 3, Client Suburb, Client City, Client State, Client Zip Code (as postcode), Client Country, Client Telephone 1, Client Telephone 2, Client Telephone 3, Client Email, Client Unsubscribed status (0=No; 1=Yes), Client Marketing, Client Grade, Last Product Sold (as product_service), Date and Time Last Product Sold (as last_product_dispensed), Quantity Sold (as amount_dispensed), Total Amount Invoiced (as amount_invoiced)
Report name: Population by Species
Description: Number of patients with closed invoices by species.
Default Date Range (Last Invoice Close Date): Today - Tomorrow
Output: Bar Chart; Pie Chart
Fields: A count of patients grouped by species that have at least one closed invoice created during the selected date range. Each unique patient is counted only once.
Report name: Rabies Vaccines and Tags
Description: Patients who have been invoiced for rabies vaccines per branch. Rabies products must be tracked as a rabies vaccine to be included in report. See the Set up vaccine product tracking section of the Manage vaccines, rabies tags, and certificates article for more information.
Default Date Range: Today - Tomorrow
Output: Onscreen; CSV Export; Print Client Forms; Print Patient Forms
Fields: Client ID, Client First Name, Client Last Name, Client Address 1, Client City, Client State, Client Zip Code, Client Email, Client (Home) Phone, Client Work Phone, Client Mobile, Patient ID, Patient Name, Species, Breed, D.O.B., Age, Sex, Spayed /Neuter, Color, Current Weight, Date Given, Due Date, Product Name, Manufacturer, Brand, Type, Batch #, Expiration Date, Rabies Tag #, Line Item Provider, License #, DEA #, Microchip ID
Note: The Branch filter is the client's associate branch on their Overview tab.
Report name: Reminder Compliance
Description: Number of reminders due for all patients, as well as number of patients with a closed invoice within 4 weeks (28 days) after the patient's reminder due date.
Default Date Range (Last Invoice Close Date): Today - Tomorrow
Output: Bar Chart
Fields:
Bar Chart Option #1 - Patients Visiting within 4 weeks of due reminder - Provides a count of patients that visit your practice within 4 weeks (28 days) after the patient's reminder due date. Note: The date filters by the invoice close date.
Bar Chart Option #2 - Number of due patient reminders - Provides the number of reminders due within the selected date range. The number of reminders may not match All Due Reminders because this report includes inactive and deceased patients, and All Due Reminders includes active patients only. Note: The date filters by the reminder due date.
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Products
Report name: Cost of Goods Sold
Description: Sales and cost of products and services invoiced per branch.
Default Date Range (Consultation Line Item Date): Today - Tomorrow
Output: CSV Export
Fields: Client Last Name, Patient Name, Product Name, Product Code, Product Class, Quantity, Sale Price (Exc Tax), Unit Buying Price (Exc Tax), Total Cost, Date Sold (Consultation Line Item Date), Invoice Status, Staff, Line Item Provider, Consultation Branch
Additional information: Includes draft consultations. When a consultation is voided or corrected, the Invoice Status will be updated to voided, void, or corrected, as applicable.
Report name: Dispensed Products in date range
Description: Find who bought /who got products and services or the quantity sold per branch. Used to review which clients and patients were sold specific products or services, and reconcile controlled substances.
Default Date Range (Consultation Line Item Date): Today - Tomorrow
Report Option #1: Dispensed products in date range (grouped by product - useful for reordering)
Output: CSV Export
Fields: Product Name, Total Quantity, Product Class
Report Option #2: Dispensed products by day (no grouping, client details)
Output: CSV Export
Fields: Client ID, First Name, Last Name, Patient ID, Patient Name, Invoice Number, Product Name, Quantity, Sale Date (Consultation Line Item Date), Invoice Status, Staff (Logged In User), Line Item Provider, Branch, Rx ID, Batch Number, Expiration Date, Label
Additional information: Includes draft consultations. The Label column in the CSV Export is the consultation product line item label note, as available. When a consultation is voided or corrected, the Invoice Status will be updated to voided, void, or corrected, as applicable.
Report name: Inventory Expiration
Description: List of expiring products including batch numbers and expiration dates.
Default Date Range (Batch Expiration Date): This Month
Filters: Product Class; For multi-branch practices. Branch
Output: Onscreen; Cloud Print (with Neo Cloud Print); Print; PDF
Fields:
Onscreen: Product Name, Product Class, Expiration Date, Batch Number
CSV Export: Product Class, Product ID, Product Name, Expiration Date, Batch Number, Branch
Report name: Inventory Audit
Description: Review changes made to inventory quantities for products with an O/H amount. Products without a Min value will only track manual O/H adjustments. Used to reconcile controlled substances, find quantity discrepancies, or review from which supplier you've purchased products.
Default Date Range (Date Entered): Last 7 days
Output: Onscreen; Cloud Print (with Neo Cloud Print); PDF
Fields: Product Name, Date Entered, Logged in User, Patient Name, Client /Supplier /Reason, Qty, Unit Type, On Hand (amount), Invoice #, Invoice Status
Additional information:
- When the same user updates a product line quantity and clicks Save within 5 minutes of the product initially being saved to the consultation, the Inventory Audit report will display the two actions as a single event.
- All other product quantity changes will continue to be recorded as separate events.
- When a consultation is voided or corrected, the Invoice Status will be updated to voided, void, or corrected, as applicable.
- The product on the original consultation (voided or corrected) will continue to display on the date it was saved to a consultation or refund and will include the voided on or corrected on date, as applicable.
Report name: Inventory Listing
Description: List of all products and services that includes pricing and setup details per branch. Used to review how products and services are set up or to print a price list.
Default Date Range: None
Output: Onscreen; CSV Export
Fields: Product ID (as ProductID), Branch ID (as BranchID), Product Name (as Name), Unit Cost Price (as Buy line_total, Markup, Unit Selling Price (as Sell line_total), Tax, Fixed Fee (as Dispense Fee), Unit Type, Purchase Package Size (as Pack), Dosage, Product Class, Product Status, Supplier, Supplier Code, Barcode, Auto Discount Enabled
Report name: Inventory Valuation
Description: Review on hand quantity and cost for products and services per branch. Used to determine the cost of inventory on hand.
Default Date Range: None
Output: CSV Export
Fields: Product ID, Branch ID (where product was sold), Product Name, Unit Cost Price, Tax Rate, Product Class, Unit, On Hand, Total Cost Incl Tax, Total Cost Excl Tax
Additional information: O/H amounts will be increased or decreased, as applicable, at the time a product is saved to a consultation or refund, or a consultation or refund is voided or corrected.
Report name: Products NOT DISPENSED to Patient
Description: Patients who have not been invoiced for a product or service. Used to market products and services to patients.
Default Date Range: Today - Tomorrow
Output: CSV Export
Fields: Patient ID, Patient Name, Species, Breed, Date of Birth, Sex, Insurance, Patient Status (as "alive" = Y/N), Client ID, Client First Name, Client Last Name, Client Associate Branch (as associate_id), Client Address1, Client Address2, Client Address3, Suburb, City, State, Zip Code (as postcode), Country, Telephone 1, Telephone 2, Telephone 3, Email, Marketing, Grade
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Sales
All sales reports in Neo are accrual-based, i.e., reported by the invoice close date. Consultations with a status of Draft are not included in any sales reports.
Report name: Discount Summary
Description: Discount totals by discount type for closed invoices per branch. Used to review discount totals, determine which products were discounted, or find who gave discounts.
Default Date Range (Last Invoice Close Date): Last Month
Output: Onscreen - Chart (Summary - Discount Totals by Discount Type), Discount Totals , Discount Details, CSV Export; PDF
Fields: Discount type, Invoice ID, Client Full Name, Patient Name, Product, Staff, Line Amount, Discount Amount
Report name: Payments collected at other branches
Description: Payments made at a different branch than where the patient was invoiced.
Default Date Range (Payment Date): Today - Tomorrow
Output: CSV Export
Fields: Client ID, First Name, Last Name, Invoice Number, Amount Paid, Payment Method, Authorization #, Transaction ID, Payment Reference, Paid at (loan to), Invoiced at (loan from), Invoice Date, Payment Date
Additional information: For multi-branch practices only.
- Payments entered and left as a credit will be included when they are used to pay an invoice that was created at a different branch.
- Credit invoices will not be included.
- Payments deleted or left as credit on account from a void or correction are not included
Report name: Sales and Cost of Sales filtered by Staff
Description: Monitor staff productivity by viewing products and services invoiced by staff including sales, cost, and discount amounts for closed invoices. Filter by staff to determine logged in user at time products were entered on consultation.
Default Date Range (Last Invoice Close Date): Today - Tomorrow
Output: Bar Chart including Staff Gross Sales, Staff Cost of Sales, % Cost (calculate by Cost of Sales /Sales); CSV Export
Fields: Branch ID, Staff, Line Item Provider, Product ID, Product Name, Line Item Date (as Sale Date), Unit Buying Price Exc Tax, Unit Sell Price Exc Tax, Dispensing Fee, Quantity, Cost, Discount, Net Sales, Invoice Number
Report name: Sales and Cost of Sales filtered by Veterinarian
Description: Monitor provider productivity by viewing products and services invoiced by provider including sales, cost, and discount amounts for closed invoices. Filter by line item provider to determine a provider's production amounts.
Default Date Range (Last Invoice Close Date): Today - Tomorrow;
Output: Bar Chart including Provider Gross Sales, Provider Cost of Sales, % Cost (calculate by Cost of Sales /Sales); CSV Export
Fields: Branch ID, Staff, Line Item Provider, Product ID, Product Name, Line Item Date (as Sale Date), Unit Buying Price Exc Tax, Unit Sell Price Exc Tax, Dispensing Fee, Quantity, Cost, Discount, Net Sales, Invoice Number
Report name: Sales by Product Class
Description: Sales totals excluding tax by product class for closed invoices per branch. Used to review practice and provider sales totals by product class or find top selling products.
Default Date Range (Last Invoice Close Date): Last Month
Output: Onscreen - Chart (Sales by Product Class), Product Class Totals, Product Class Details; CSV Export; PDF
Fields: Product Class, Product Name, Quantity, Gross Sales, Discount (Amount,) Net Sales, Branch
Report name: Sales of Products, Product Classes grouped by Provider
Description: Sales amounts per provider for selected products or product classes.
Default Date Range (Last Invoice Close Date): Today - Tomorrow
Output: Bar Chart, Pie Chart, CSV Export
Fields: Line Item Provider, Net Sales
Additional Information: Bar chart and pie chart return gross sales; CSV export returns net sales.
Report name: Total Practice Revenue grouped by Branch
Description: Total revenue amounts per branch for all balance adjustments, finance charges, prepayments, write-offs, draft invoices, and invoices closed in a specified date range.
Default Date Range: Today - Tomorrow
Output: Bar Chart, Line Chart
Additional Information: The date range represents the invoice last close date for unpaid, paid, and partly paid invoices; and the created date for all other transactions.
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Tax
The data for the Sales Tax Summary reports are available as of the end of the previous day.
Important: (Taxable Sales x Tax Rate) may not match the Tax Collected amount for each tax component due to rounding. Tax amounts in Neo are calculated for each individual taxable product or service; when totaled, rounding may account for this slight difference. The Tax Collected amount is the true total of tax amounts presented on client invoices.
Report name: Sales Tax Summary – Accrual Basis
Description: Sales and sales tax amounts for closed invoices per branch. Contains all invoices and refunds closed in the specified date range regardless of payment status. Prepayments, adjustments, and write-offs are not included in the totals.
Default Date Range (Last Invoice Close Date): Last month
Output: Onscreen - Net Taxable Sales, Net Non-Taxable Sales, By Tax Component: Taxable Sales, Tax Rate, Tax Incurred; CSV Export; PDF
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Report field |
Description |
|
Sales information |
|
|
Net Taxable Sales |
Total sales subject to tax |
|
Net Non-Taxable Sales |
Total sales not subject to tax |
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Net Total Sales |
Total sales |
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Tax information |
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|
Tax Component |
Tax rate component name defined by practice |
|
Taxable Sales |
Taxable sales associated with the tax component |
|
Tax Rate |
Tax component rate |
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Tax Incurred* |
Tax amount incurred for the tax component |
|
Returned Sales |
Total refunds processed associated with the tax component |
|
Returned Tax |
Total tax refunded for tax component |
|
Net Tax Incurred |
Total tax incurred for tax component, less returns and refunds |
|
Total Tax Incurred* |
Sum of all tax amounts incurred |
Fields - CSV Export: Invoice ID, Invoice Date, Invoice Closed Date, Product ID, Product Name, Product Class, Quantity, Gross Sales, Discount Amount, Net Sales, Tax Rate, Tax Amount, Line Total Amount, Invoice Status, Patient ID, Patient Name, Client Last Name, Branch ID
Additional information: In the CSV Export, the Net Sales (column J) = Net Total Sales on the report; and Tax Amount (column L) = Total Tax Incurred.
Report name: Sales Tax Summary – Cash Basis
Description (Invoice Paid Date i.e. date payment was applied to the invoice): Sales and sales tax amounts for paid invoices per branch. Contains all invoices and refunds that were paid in the specified date range.
Default Date Range: Last month
Output: Onscreen - Net Taxable Sales, Net Non-Taxable Sales, By Tax Component: Taxable Sales, Tax Rate, Tax Incurred; CSV Export; PDF
Fields and definitions - PDF:
|
Report field |
Description |
|
Sales information |
|
|
Net Taxable Sales |
Total paid invoices subject to tax |
|
Net Non-Taxable Sales |
Total paid invoices not subject to tax |
|
Net Total Sales |
Total paid invoices |
|
Tax information |
|
|
Tax Component |
Tax rate component name defined by practice |
|
Taxable Sales |
Total sales associated with the tax component |
|
Tax Rate |
Tax component rate |
|
Tax Collected* |
Tax amount collected for the tax component |
|
Returned Sales |
Total refunds processed associated with tax component |
|
Returned Tax |
Total tax refunded for tax component |
|
Net Tax Collected |
Total tax collected for tax component, less returns and refunds |
|
Total Tax Collected* |
Sum of all tax amounts collected |
Fields - CSV Export: Invoice ID, Invoice Date, Payment Date, Invoice Total, Tax Amount, Amount Paid, Payment Method, Authorization #, Transaction ID, Payment Reference, Patient ID, Patient Name, Client Last Name, Branch ID
Additional information: The Invoice Total and Amount Paid columns in the Sales Tax Summary - Cash Basis CSV export are not expected to equal your Payment Summary or any total sales for the same reporting period. The CSV export will intentionally contain more than one row for the same invoice ID to accurately reflect if on the invoice there were:
- multiple tax rates; and /or
- multiple tax components; and /or
- multiple payments for the same invoice within the specified date range.
The Sales Tax Summary - Cash Basis Tax Amount column in the CSV will equal the Total Tax Collected on the Sales Tax Summary - Cash Basis page and PDF.