These are the reports we recommend you run at the end of each day and month. See Run reports for the steps to follow and a table of common report requests.
Daily
Balance the drawer:
- Payment Summary (Administration > Payment Summary)
Find payment and invoicing errors:
- Individual Client Payments and Invoices
- Dispensed Products in date range
Review daily sales totals:
- Practice Dashboard
- Sales by Product Class
- Total Practice Revenue grouped by branch
Monthly
- Aged Accounts Receivable
Note: See Overview: Understand aged accounts receivable and finance charges for more information. - Cost of Goods Sold
- Dispensed Products in Date Range
- New Clients and Patients
- Practice Dashboard
- Rabies Vaccines and Tags
- Sales and Cost of Sales filtered by Veterinarian
- Sales by Product Class
- Sales Tax Summary
- Total Practice Revenue