Reporting is an essential part of running a veterinary practice. It helps you understand how the business is performing, where improvements can be made, and what steps to take next. But pulling reports together manually can be time-consuming, repetitive, and sometimes unreliable.
Automated reporting in ezyVet takes the pressure off your team by delivering accurate, consistent insights - right when you need them. Read to learn more about how automated reporting works and get step-by-step instructions on setting up your own reports.
Key takeaways
Automated reporting replaces hours of manual work with scheduled, ready-to-use insights.
Real-time data helps you identify trends and make confident business decisions.
Reports can be viewed instantly in ezyVet or sent automatically to stakeholders.
From manual reports to automation
Manual reporting often means exporting data, formatting spreadsheets, and double-checking for accuracy - only to end up with a snapshot that may already be out of date. It’s easy to see why this process can feel more like a chore than a valuable tool.
With ezyVet, reporting becomes simpler and more reliable. Automated reports can:
Pull data directly from your system without manual entry.
Be generated at a regular cadence.
Be tailored to highlight the metrics that matter most to your practice.
Be viewed directly in ezyVet or emailed automatically to the right people.
ezyVet offers 78 reports you can run, covering everything from standard financials to detailed operational insights. These reports give your practice the flexibility to monitor key details, whether it’s client spending, controlled drug usage, product sales, or staff performance. All ezyVet reports can be viewed directly in the system or emailed to key stakeholders’ inboxes.
Check out the full list of reports available in ezyVet!
How to set up automated reports in ezyVet
Getting started with automated reporting in ezyVet is simple. Once you’ve identified the data you want to track, setting up your reports only takes a couple of minutes.
Here’s how you can set up automated reporting in ezyVet:
Select Admin > Automated Tasks > Automated Reporting.
Enter a name for the report.
Select an applicable department.
Set Automatically Run to YES.
Select the ezyVet user account that you want to run the report as.
Use the Next Run fields to specify the date and time that ezyVet automatically generates the report.
Set Repeat Method to generate the report at a regular cadence.
If you want to email the report, set Send Email to YES and enter an email address.
If you want to notify a colleague once the report is generated, set Memo User to YES and select a staff member.
In the Report To Run field, select the report you want to run.
Set the applicable filters and settings.
Select save.
Benefits for veterinary practices
Automated reporting isn’t just about efficiency - it’s about empowering your practice with information you can trust and act on. When data flows seamlessly, you move from reactive problem-solving to proactive planning.
Benefits include:
Efficiency: Free up staff hours for patient care and client service.
Accuracy: Eliminate the risk of errors that come with manual data entry.
Timeliness: Access real-time data and act on trends as they develop.
Clarity: Base decisions on consistent, reliable information.
Collaboration: Share reports easily by automatically delivering them straight to the inboxes of stakeholders.
FAQs: Automatic reporting in ezyVet
1. What is automated reporting in veterinary practice software?
Automated reporting in veterinary software like ezyVet allows practices to generate reports automatically without manual data entry. Reports can include financial performance, inventory tracking, client activity, and staff productivity.
2. How can automated reports save time in a veterinary practice?
By automatically pulling and scheduling reports, ezyVet eliminates hours spent on manual data collection and spreadsheet work, freeing staff to focus on patients and practice management.
3. Can I customize which reports are emailed to my team?
Yes. ezyVet lets you select specific reports, schedule delivery frequency, and choose recipients, ensuring the right stakeholders get the information they need.
4. What reports can I run in ezyVet?
ezyVet includes 78 reports covering financials, inventory, client engagement, controlled drugs, product sales, and staff performance, providing a complete view of practice operations.
Conclusion
Reporting doesn’t have to be a drain on your team’s time. With ezyVet’s automated reporting, you can reduce the manual workload, improve accuracy, and gain clearer insights into your practice’s performance. The result is more time for patients and more confidence in the decisions you make.
Ready to see how automated reporting can support your practice? Book a FREE demo with ezyVet!