Provet

Reports

Overview of Reports

To generate a report, select the filters you want to apply and select Generate report. The available filters depend on the report. The rep...

Generate Reports

Generate a Stock Level Report

You can automate report generation so that selected reports with selected configuration arrive in your email. Report scheduling is availab...

Schedule a Report

Ensure you have the Reports page and Stock management reports permissions. If not, contact your administrator for assistance.
To send a re...

Send a Report as an Email

Ensure you have the Reports page and Stock management reports permissions. If not, contact your administrator for assistance.
1. Go to Rep...

Export or Print a Report

Generate a Report on Unused Prepayments

Generate a Vaccination Report

Generate Item sales report

Generating Reports

Create an End of Day Report

Create an Accounting Report

End of Day Reports

Generate a Debtors and Creditors Report

You can automatically bulk update the client debt status tags to a different debt status when sending debt letters. To enable this functio...

Set Up Custom Fields and Tags for Client Debt Status

You can automatically update client tags to a different debt status when sending debt letters to clients. This function is available when ...

Update Client Tags to a Different Debt Status

Debtors and Creditors Report

Note
This function is currently only available in a limited number of customer environments.

The Invoices Report provides a list of invoi...

Overview of Invoices Report

offers up to three independent reporting dimensions to help your organisation track financial data. You can use these dimensions to add la...

Set Up and Use Reporting Dimension 3

This new offering provides direct access to standardized, tested, and enriched datasets, designed to unlock core insights from your practi...

Financial Reporting Overview

The following documentation outlines the 
production.invoices table, a key component of the Veterinary Practice Data Platform. This table ...

production.invoices

The complete history of all payment events associated with an invoice. Track payment amounts and payment timelines with granular detail
Ke...

production.invoices_payments

A standardized catalog of payment methods, classified by type (e.g., Card, Cash, Bank Transfer). Simplifies financial reporting and analys...

production.payment_methods

A complete directory of your veterinary staff, including names, contact information, and employment status (active/inactive). Essential fo...

production.users

An overview of all active clinic locations, complete with address details, local timezone, and currency configuration. The foundation for ...

production.departments

The Provet Pay Payments report gives you a complete view of all transactions processed through your Provet Pay account. Use it to monitor ...

Overview of Provet Pay Payments Report

Financial Reporting

Provet Release Log

Provet Release Notes

Provet REST API

Provet Status

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