In More > Inventory & Services, the Usage Report and Usage Summary Report provide data on product consumption with different levels of detail.
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Report |
Description |
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Usage Report |
Provides detailed insight into the usage of individual products and product types, based solely on finalized invoices within the selected date range. This report is most commonly used to calculate provider productions. It is also useful for tracking resource utilization, revenue analysis, inventory planning, and comparing cross-location trends. You can filter this report by location and break down the report by provider. Use the Select product(s) drop-down menu to run the report for one or more specific products. |
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Usage Summary Report |
Displays aggregate sales information for all products during a specific date range. This report is designed to provide high-level insights into sales trends and performance at your location. You can filter this report by department and specific product details (ID, name, code, type, and category). You can also select Only Show Enabled to filter out products that are disabled for your location. |
Which report should I run?
Run the Usage Report when you want to see which items were sold, who sold them, and to whom they were sold. This is the only Inventory & Services report that includes provider and patient information.
Run the Usage Summary Report when you want to see sales data for all of your organization’s products, including products that were not sold at all during the set date range.
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Because the Usage Summary Report includes all product codes for your organization, we recommend emailing the report and saving it as an Excel file for more advanced filtering capabilities.
Using the Search Function in Usage Report
The Search product(s) bar allows you to narrow the focus of your report to specific products or product types.
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Search by product name: Enter a specific product name and select it in the search results to see how many times it sold and the total revenue it generated during the selected date range.
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Search multiple products: Select multiple products from the search results to compare performance across different items.
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Search by product type: Enter a specific product type and select it in the search results to view the total quantity sold and revenue for each product assigned to the product type.
Change Location in Usage Summary Report
By default, the Usage Summary Report displays sales data for only your selected location in the Global Navigation toolbar. To view data for a different location, change the location in Global Navigation.
To view aggregate Usage Summary data for all locations in your organization, select the Email All Locations Report button to send a report Excel file to a specified email address.