19.2. Patient Metrics- Details

*THE BIG WHAT
The details reports, unlike the summary report, provide you with specific details about the surgeries your clinic has and the animals your clinic sees. These reports show things like specific appointment dates and details about the animal and the services they received on that date.

The Details report allows you to review all activities in a given period of time. When you generate the report, you can easily transfer it to Microsoft Excel (or similar software). Notice you can filter by a date range and select a report group to display.

There are two possible groupings of details: Surgeries and Animals.

Filtering details reports by time

To enter the Details Report, locate the Patient Metrics group and then click on the link Details.

Finding details report

Once choosing the period of time you would like to see the details report for, click either the surgeries or animals button to export the report.

Surgeries Details Report

The surgery details report shows animals that had surgery through your clinic, giving you the appointment date and number and many details about the animal who received surgery.

Animals Details Report

This report provides details about all of the animals seen at your clinic for any type of appointment, giving you the appointment date and number and many details about the animal who was seen and the services they received.