The Invoice Details report (formerly known as Excel Export) can be used to identify products sold per postcode and filtered by analysis group, which allows the benchmarking of sold products. This article will explain how to run and export the report.
Step-by-step instructions
- Click
> Reports
- Click Invoice Details (Excel Export):
- Select the date range by adjusting the start and/or end date:
- Select from which location the data should be shown. You can also select all locations:
- Click Show Results and the report will be displayed:
- Scroll to the bottom of the page to export the information into an excel file:
More about this
Explanation of all the columns in the report
Here is an overview of the columns that are included in the report.
Column name | Explanation |
---|---|
Invoice Number | The unique number that an invoice has been assigned in Animana. |
Invoice date | The date the invoice was created. |
Invoice Type | The Invoice Type that was used for the invoice. |
Invoice (Detail) Date | The date the product was added to an invoice. |
Product Group | Displays in which product group this product resides. |
Product | The name of the sold product. |
Product Registration Number | Displays the registration number for the product that was invoiced. |
Product Barcode | The barcode number of the product. |
Analysis Group 1, Analysis Group 2 and Analysis Group 3 | Shows in which analysis group this product has been put. |
Client | Displays which client was invoiced for this product. |
Postcode | The postcode of the listed for the client. |
Client CPH | Shows the County Parrish Holding number for a client. |
Employee | Indicates which Animana user in your practice processed the invoice. |
Location | Shows at which location the product was invoiced. |
Payment Type | Which payment method was used for this invoice. |
Species | Displays the species of the patient. |
Breed | Displays the breed of the patient. |
Quantity | Displays the amount of the product that was invoiced. |
Total Amount Ex VAT | The total amount of sale excluding VAT. Contains applied discount and fee. |
Total Amount Inc VAT | The total amount of sale including VAT. Contains applied discount, fee and VAT. |
Price Per Sales Unit Ex VAT | Sales price ex VAT applied to one sales unit of a product during the sale. Doesn’t include the fee. |
Price Per Sales Unit Inc VAT | Sales price inc VAT applied to one sales unit of product during sale. Doesn’t include fee. |
Total VAT | Total VAT amount per sale. Includes VAT of product and fee. |
VAT % | Displays the applied VAT rate. |
Total Cost Price | The value in this column is based on the historical cost price of the product. It has a value of the historical cost price multiplied by the quantity of sold product. VAT is not applied here. |