Under the Reports of the Analysis tab you can generate various reports with which you can analyse your practice. This function is only available for veterinarian accounts with administrator rights.
Services
- Executed acts - This gives you an overview of all executed acts in a certain period and per staff member.
- Number of executed acts - This report gives an overview that lists the number of acts in a certain period and optionally per staff member.
- Executed protocols - This gives you an overview of all executed protocols in a certain period and per staff member.
- Number of executed protocols - This report gives an overview that lists the number of protocols in a certain period and optionally per staff member.
- Care plan subscriptions - This report gives an overview of the care plans.
- Timing of client interactions - This report gives an overview of the timings of client interactions: when the appointment was made, when the consultation was locked, etc.
Financial
- Detailed list of consultations/sales (financial) - This lets you request a detailed overview of all services from a certain period for a certain staff member, more specifically the staff member in whose name the consultation/sale stands. That overview is subdivided into consultations with a fixed price, executed protocols with a fixed price, executed acts, administered products, sold products and free entries. Each time, the amount is shown including and excluding VAT. It is also shown who the staff member is in whose name the consultation/sale stands and which staff member added the service.
- Gross income (consultations/sales) - This is an overview of the charged price, the purchase price of the products and their difference.
- Largest clients - This gives an ordered list of the largest clients, based on a few criteria (turnover, number of sales, etc.).
- Invalid VAT numbers - This lets you look up invalid European VAT numbers. Under Settings => Practice data => Accounting => VAT number check you can tick whether you want to perform this check every time you add a new VAT number. A few remarks about this:
- We use an external service for this and it can take 3 to 4 seconds before it responds.
- This works for all EU VAT numbers.
- If you have ticked this option, we will consistently give Belgian VAT numbers the same format, namely BE0123.456.789. If you modify a client record and the VAT number does not yet have this format, Fuga will adjust the format and perform the correctness check.
Communication
- Invalid email addresses - This gives you an overview of all invalid email addresses.
- Duplicate email addresses - This gives you an overview of all duplicate email addresses. It is advisable to merge those clients or to delete the duplicate client. This is important for myPets.eu, because an email address forms the ID of the person in myPets.eu.
- Invalid mobile numbers - This gives you an overview of all invalid mobile numbers.
- 'Written communication' conflicts - This gives you an overview of conflicts in the written communication of clients. If, for example, a client record has ticked that the client wants to be reached by email, but an email address is missing in the client record, this is listed in this report.
- Persons who want to receive commercial information - This gives you an overview of all persons who have indicated in their client or person record that they want to receive commercial information.
- Emails sent via Mailgun - This gives you an overview of all emails sent via Mailgun.