The Practice Summary Report provides a quick overview of key practice and financial metrics for a selected reporting period. It can be used to track the number of new clients and patients seen, as well as the breakdown of total revenue by service.
This report includes all visits during the reporting period, even those with no charges, which may affect certain metrics when comparing it to other financial reports. Note that some metrics exclude open invoices, and all data is based on the invoice closing date rather than the patient check-out date.
Metrics reported based on the date the invoice was closed:
Total Revenue Invoiced
Total Tax Invoiced
Total Discount Amount
Average Visit Invoice
Totals for Status, Species, Breed, Ward, and Service
The Status, Ward, and Service counts are based on the last value assigned to a patient at the time of check-out. They do not account for patients who saw multiple services, moved through different status boards, or flowed through multiple wards during a visit.
To access this report in Analytics, users must have the analytics_practice_summary_report permission assigned to their role.
Note: To learn more about accessing and scheduling this report, see our Analytics Guide.
The Practice Summary Report includes the following tabs:
Report Info Tab
The Report Info tab serves as the cover page of the report. It displays the hospital name and location, the date and time range covered by the report, and when the report was created.
Glossary Tab
The Glossary tab provides definitions for column headings throughout the report to ensure clarity.
Terms listed:
Note: All values reflect the reporting timeframe. All revenue amounts are from closed invoices.
Total Patient Visits – The number of patient visits that were checked in during the report timeframe. This includes patients that checked in prior to the report timeframe but had not yet been checked out at the start of the report timeframe.
Total Patient Non-Visits – The number of non-visit invoices that were created during the report timeframe. This includes both open and closed non-visit invoices.
New Patients – Number of new patients during the reporting period
New Clients – Number of new clients during the reporting period
New Referrers – Number of new referral practices during the reporting period
Total Inpatients – Number of inpatients seen during the reporting period
Total Orders – The number of orders created during the reporting period
Total Treatments – The number of completed treatments during the reporting period
Total Revenue Invoiced – Also known as gross sales, the total post-discount amount billed on all invoices closed during the reporting period. While payment captures how much was received, revenue reflects how much was charged
Total Visit Revenue Invoiced – The total post-discount amount billed on all invoices closed during the reporting period for visits
Total Non-visit Revenue Invoiced – The total post-discount amount billed on all invoices closed during the reporting period for non-visits
Total Late Fees – Total late fees for the reporting period
Total Tax Invoiced – Total tax billed on all invoices closed during the reporting period
Total Discount Amount – Total discount applied on all invoices closed during the reporting period
Total Payments (excluding deposits) – Total payments received on invoices, excluding deposits
Total Deposits (Pre-Payment) – Total account deposits received
Total Refunds (Invoice Payment) – Total refunds on invoice payments, excluding any voided invoice refunds
Total Refunds (Account Deposit) – Total refunds on account deposits
Total Payments Voided – Total amount of payments that were voided during the reporting period
Total Refunds Voided – Total amount of refunds that were voided during the reporting period
Average Visit Invoice – The average post-discount invoice amount for all closed invoices with a clinic visit during the reporting period. This excludes non-visit invoices
Average Non-visit Invoice – The average post-discount invoice amount for all closed non-visit invoices. This excludes invoices with a clinical visit.
Average Client Transaction – The average invoice payment amount per client with charges during the reporting period - ACT is payment-based and averages multiple payments toward the same invoice as separate events. For example, two payments of $200 and $800 toward a $1,000 invoice would average to $500 as payment transactions, even though the invoice total is $1,000. - ACT should not be multiplied by visit or non-visit counts to validate Total Revenue Invoiced, as it does not represent invoice totals.
Average Income Per Hour – The average (non-voided) invoice payment per hour during the reporting period
Totals by Status, Species, Breed, Ward, and Service – Totals by category on all closed visit invoices. Totals sections exclude non-visit invoices
Practice Summary Tab
The Practice Summary Tab consists of the following information:
Summary Info
Total Patient Visits
Total Non-visits
New Patients
New Clients
New Referrers
Total Inpatients
Total Orders
Total Treatments
Financial Metrics
Total Revenue Invoiced – Sum of Total Visit Revenue Invoiced + Total Non-Visit Revenue Invoiced + Total Late Fees
Total Visit Revenue Invoiced – includes all closed invoices associated with a visit
Total Non-Visit Revenue Invoiced – includes all closed standalone invoices
Total Late Fees
Total Payments (excluding deposits) – Total payments received on invoices, excluding deposits and voided invoice payments
Total Deposits (Pre-Payment)
Total Refunds (Invoice Payment) – Total refunds on invoice payments, excluding any voided invoice refunds
Total Refunds (Account Deposit)
Total Tax Invoiced
Total Discount Amount
Total Payments Voided
Total Refunds Voided
Average Visit Invoice – This is calculated by taking the Total Visit Revenue Invoiced amount and dividing by the number of visit invoices closed during the reporting period
Average Non-Visit Invoice – This is calculated by taking the Total Non-Visit Revenue Invoiced amount and dividing by the number of non-visit invoices (standalone) closed during the reporting period
Average Client Transaction (includes deposits) – This is calculated by the total of all payments and deposits within the reporting period divided by the number of distinct client accounts who made payments and deposits within the reporting period. Note: ACT is payment-based and averages multiple payments toward the same invoice as separate events. It should not be used to validate Total Revenue Invoiced by multiplying by visit or non-visit counts.
Average Income Per Hour (includes deposits)
Totals by Status (based on patient status at check-out)
Status Categories: Outpatient, Inpatient, Boarding, On-The-Way
Closed Visit Invoice Count: Number of closed visit invoices per status board
Amount: Total Visit Revenue Invoiced by status
Percentage of Total: Percentage of total revenue by status board
Totals by Species:
Species Categories: Lists totals by each species
Closed Visit Invoice Count: Number of closed visit invoices per species
Amount: Total Visit Revenue Invoiced for each species
Percentage of Total: Percentage of total revenue by species
Totals by Breed:
Breed Categories: Lists totals by each breed
Closed Visit Invoice Count: Number of closed visit invoices per breed
Amount: Total Visit Revenue Invoiced for each breed
Percentage of Total: Percentage of total revenue by breed
Totals by Ward (based on patient’s ward at check-out):
Ward Categories: Lists totals by each ward
Closed Visit Invoice Count: Number of closed visit invoices per ward
Amount: Total Visit Revenue Invoiced for each ward
Percentage of Total: Percentage of total revenue by ward
Totals by Service (service counted is patient’s service at check-out):
Service Categories: Lists totals by each service
Closed Visit Invoice Count: Number of closed visit invoices per service
Amount: Total Visit Revenue Invoiced for each service
Percentage of Total: Percentage of total revenue by service