Reporting Collection
Find the reporting information you need now or become a reports expert with our collection of report resources.
- Quick reference guides: Reference guides provide the basics in a printable pdf to answer your questions quickly.
- Articles: Knowledgebase articles, on individual reporting topics, provide easily readable, more detailed steps to searching for and running reports.
- Videos: Demonstrations on report creation.
- Courses: Learning journeys take you through entire workflows and may include videos, interactive activities and knowledge checks.
Check out this quick reference guide with links to instructions on how to run our most commonly asked for reports. In addition, utilize the glossary for definitions on Cornerstone report terminology.
Become a reports expert
Earn 2.5 CE credits and become a Cornerstone reports expert. After completing this course, you will be able to:
- Determine your reporting goals to define your report criteria.
- Explain what sort options and filters are and use them to run a report.
- Recognize frequently used reports and match the reports to the scenario to use them in.
- Compare common reports and explain their differences.
- Choose the best report that fits the report goals.
- Cornerstone Reports Learning Journey
Search for and run reports
Learn how to search for, run and print reports, as well as the answers to frequently asked reporting questions.
Clients and patients
Discover our most commonly asked for reports for clients and patients, such as all invoices for a patient within a date range, patients of a specific breed and/or sex, and clients who owe money.
Invoice items and inventory
Run a report by classification or class ID to see a list of items with current prices or a report to see which patients received which items during a particular timeframe. In addition, learn which reports to run to view quantity on hand and inventory cost, and more.
End of period
Learn how to run a Cornerstone report with number of invoices and sales per staff, for the day or month. Run a monthly accounts receivable and a report of clients who had the most sales throughout the year.
Customized reporting
Create custom reports using the client and patient Report Builder. Common reports built include patients that have been invoiced for a specific items, but not others and clients that have not been active within a specific timeframe.
Performance Tracker
Use the Performance Tracker to compare data from two different tracking periods. Reporting data includes sales by patient species, breed, and age; sales by doctor, patients with missing reminders and overdue reminders, and more. Defaults must be set and at least two end of months must be run before using the Performance Tracker
Compliance Assessment Tool
The compliance Assessment Tool allows you to setup protocols based on recommended care and search for patients to see if they have received the recommended services based on species, breed, age, weight or diagnosis.
