Invoice item reporting

Estimated reading: 5 minutes

Learn how to create frequently asked for invoice item reports such as a list of current prices, active items, who bought specific items in a specific time frame, and more.


  • Each report outlined in this article has its own security access under the Reports tab of the Security Setup window.

Common invoice item reports

Tip: Set key reports as a favorite to find quickly in the Report Search window. Security access for the specific report is required. Navigate to Reports > Find a Report > Locate and select (highlight) the report. Click Favorite.

I would like to make an item list.  
I need to print a price list. 
How can I see all my active items? 

I need to know how many of an item I sold, and I’d like to know who got it.  
I need to see who got/who bought an item in (defined time frame) 
What patients received a specific service or inventory item? 

What are my top items?

Is there a report that helps me determine who is behind on heartworm medication?

Use the Client and Patient Report Builder to find patients that never purchased preventive and would not be on compliance report.

I need a controlled substance log.

Reporting tips

Learn what specific information is included in the above-mentioned reports:

  1. Navigate to Reports > Find a report.
  2. Locate and select (highlight) the report on the list.
  3. Review the included data fields and report description, including a sample report, in the right pane of the Report Search window.

Make note of any additional information available in a specific report using the Extra fields when saving to file details.

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