Provet

Reports

Provet offers built-in reporting functionality. You can access most reports selecting Reports in the main navigation menu. The End of Day ...

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

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



On...

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 Provet administrator for assistance.
To se...

Send a Report as an Email

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

Export or Print a Report

Generating Reports

End of Day (EOD) reports are used to review financial sales transactions and payments that have occurred during the business day. They hel...

Create an End of Day Report

An accounting report is a summary of End of Day report(s). Accounting reports are used to review and balance reported payment deposits aga...

Create an Accounting Report

End of Day Reports

The Debtors and Creditors report lists the invoices that are outstanding (owed to the clinic) and any credits that are due to the customer...

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
As of June 1, 2025, the Power BI integration in Provet will no longer be supported. You will still be able to view any reports you ha...

BI Report Descriptions

BI Reports Release Notes

PowerBI Report Functions

BI Reports

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

The improved Invoices report provides a list...

Overview of Invoices Report

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

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

Financial Reporting

Find answers and get help from Intercom Support and Community Experts

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