Hi Anna,

There are a bunch of new and very nice upgraded reports (thanks to TimG) that are in the 1.9 release. Your implementor should be able to load them for you (they download with the release pack).

It is highly recommended to install these as they are a vast improvement on previous reports, far more consistent in their behavior and very well documented. The issue with the old reports and the reason for mismatches in figures are they are counting things differently (e.g. invoices vs invoice items).

The reports you are looking for that will do what you want (and more) are:

- Clinician Sales Report

- Practice Summary Report.

Another report I will give a plug for that you may like is the Key Performance Indicators Report.

With regards to confusion. This should be improved in 1.9 reports. The important things are to:

- Click "Display Explanation". This will specify very precisely what each line means.

- Make sure you understand if you are looking at a report that bases its analysis on Invoices Vs Invoice Items. Some reports look at an invoice total and the clinician that started an invoice when working out figures. Others look at the clinician recorded on each invoice item. We mainly use reports that look at clinician associated with each invoice item (and force OVPMS to require a clinician for each invoice item). This is because we have many vets often on the same invoice. So I want to know who is charging what. Single vet clinics or when looking at different things may want to use reports that look at the vet that started the invoice...

Let me know if this helps or if you need further pointers in where to find these updated reports.