In focus: Reporting

What gets measured gets managed. Good reports help you monitor business results, improve efficiency and optimize patient care. Discover how targeted reports can give your practice better insight into and control over key processes.

 

Frequently asked questions

How do I create a report of my active patients?
  1. Go to Extra > Reports > Active clients/patients.
  2. Choose whether or not to show referred clients in the report.
  3. Click Show Result.

The last table shows the active patients by species.

How can I export and edit my data?
After you have compiled a report in Extra > Reports and clicked Show Result, the results are displayed at the bottom of the page. You can then export this information to Excel by clicking .

This article explains how to edit the data afterwards.

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Updated on 6 October 2026
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