Report snapshots
A snapshot is a quick picture of your practice’s activity using data from end-of-month processing periods and graphs the information.
Before you start
- Setup security
- Snapshot
- Other requirements
- At least one end of month run
Create and view snapshot graphs
Navigate to Reports > Snapshot.
- The last used/selected report group and time period(s) display.
- Click Options to change the report.
- Select a report group from the Group dropdown. Available report groups include practice, species or staff.
- For species and staff, enter the ID or F2 to search/select from the associated list.
- Select the specific report from the Graph dropdown.
- Select the monthly period(s) to include. Select consecutive periods using the Shift key. Each selected monthly period will display as its own data point on the graph.
- Choose display options:
- Select the graph format from the Type dropdown.
- Select or clear options for:
- Gridlines: View or hide gridlines on the graph.
- Print in Color: You do not have to clear the Print in Color check box, if you are using a single-color printer.
- Display Details: Include or hide popup box displaying the end of month closing date and the numerical value when hovering mouse over graph.
- Click OK to create and view the graph.
- From the graph view, you can do any of the following:
- Adjust the graph type
- Print the graph to your default printer
- Change report options
List of snapshot graphs
There are three categories of snapshot graphs and several data viewing options within each.
Practice
- Active, Inactive Clients for Practice
- Average Net Invoice by Practice (after taxes and discounts)
- Current, 30 Day, 60 Day, 90 Day Breakdown for Practice
- Net Income for Practice (after taxes and discounts)
- Net Sales, Payments for Practice
- Number of Invoices by Practice (posted invoices)
- Number of New Clients for Practice
- Service/Inventory/Gross Sales for Practice
Species
- Active, Inactive, Deceased Patients by Species
- Average Invoice by Species
- Number of Invoices by Species (posted invoices)
- Service/Inventory/Gross Sales for Species
Staff
- Average Invoice by Staff
- Number of Invoices by Staff (posted invoices)
- Service/Inventory/Gross Sales by Staff
- Total Sales for Staff (gross sales before taxes and discounts)
Graph types
There are three types of graphs. Learn the differences in how the data is displayed to determine which type is best for the situation.
Bar graphs and column graphs
Bar and column graphs are typically used to display noncontiguous data. Data orientation is the only difference between bar and column graphs.
- Bar graph data values are plotted along the horizontal (X) axis and categories are plotted along the vertical (Y) axis.
- Column graph data values are plotted along the vertical (Y) axis and categories along the horizontal (X) axis.
Line graphs
Line graphs are typically used to display continuous data.
- The values appear on the vertical (Y) axis and the categories (EOM closing periods) appear on the horizontal (X) axis.
- If a Snapshot includes multiple line graphs, the legend displays which data is represented by each line.
Additional information
Reports snapshot
Reports snapshot can also be accessed by doing doing the following:
- Navigate to Reports > Find a Report > Snapshot.
- Expand each report subgroup, as needed: Practice, Species, Staff.
- Click any of the reports.
- Review displayed report field descriptions and view report examples to help you select the report that will work best for your needs.
