The Consultation Report shows how your clinic's consultations are running. It shows how long clients wait, how long consultations take, what they earn, and how many are first-time clients. The report groups and totals the figures for you, so you do not need to export the data and rebuild it in a spreadsheet. It replaces the old Consultation count report. Find it under Reporting > Reports > Consultations.

You need the Practice performance reports permission in the Reporting permission group. The Admin, Manager and Reports roles have it by default. If you cannot see the report, ask your practice administrator to check your permissions. There is nothing else to set up.

To open the report:

The report opens on the Consultations tab.

The report has three tabs:

The report does not use live consultation records. The data refreshes twice a day, and the refresh times are shown at the top right of the report. Consultations recorded after the last refresh appear after the next one. To see what is happening right now, use the calendar and the consultation lists.

Seven figures sit above the table. They all recalculate when you change the filters.

Note: The three timing figures are medians, not averages. A few consultations left open for weeks would pull an average far away from a typical day. The median stays representative.

To see the figures for each veterinarian, set Group by to Veterinarian. The share of repeat clients is 100% minus First-time %.

Six views come with the report. Each view is a set of filters you would otherwise build by hand.

To keep your own version of a view, change its filters and select Save view at the right end of the view tabs. To start a new view, select + at the end of the view tabs.

Select Display, the first button in the toolbar above the table. It holds two controls:

Four useful columns are hidden until you turn them on in Manage columns:

By default, the report shows consultations from the last 30 days, set by the filter Consultation date is Last 30 days. Select + Add filter to add a filter, or Reset filters to clear them all.

These filters are available:

You can have the report sent on a repeating schedule instead of exporting it by hand. To schedule the report:

The schedule appears on the Scheduled tab. There you can search schedules and filter them by Active or Paused.

To download the report as it is currently filtered, select Export at the top right.

To send the report by email, select Share at the top right. Reports you send are listed on the Shared tab, where you can search by email address and filter by Sent, Pending or Failed.

Every timing figure comes from four times recorded on the consultation: Checked in, Started, Finished and Discharged. Each figure is the time between two of them.

Note: A timing figure is blank when one of its two times is missing. Walk-in and phone consultations are often never checked in or started, so their wait time stays blank instead of showing zero. If your clinic does not check patients in, Wait time is blank for every consultation. This comes from how consultations are recorded. It is not a fault in the report.

Total revenue and Avg revenue show the gross invoiced amount linked to the consultation, whatever its payment status. Discounts and credit notes are not deducted. A revenue figure does not mean the consultation was paid. To narrow the list by payment status, add the Payment status filter.

A first-time client is a client with no earlier consultation on record at the time of that consultation. Only consultation history counts, so a client who has bought products but never had a consultation still counts as first-time. If your clinic migrated to Vetera, the history goes back only as far as your migrated consultation data.

The Consultation Report does not show:

The old Consultation count report is still available. To open it, select the three-dot button (⋯) at the top right of the Consultation Report, then select Switch to old report.

Overview of Reports
​Schedule a Report
​Overview of Invoices Report