Data Sources and Fields
Payments
Use these fields to review payment activity, methods, and statuses.
Client
Amount
Date
Invoice Date
Invoice Due Date
Status
Employee
Method
Store
Day
Month
Year
Invoices
Analyze your invoicing details and track outstanding balances and client activity.
Invoice Name
Amount
Date
Due Date
VAT
Amount Paid
Amount Missing
Status
Payment Status
Created By
Updated By
Pet
Store
Species
Breed
Client
Referral
Appointment Type
Appointment Status
Duration
Category
Day
Month
Year
Billing Items
View itemized charges for services and products.
Item Date
Type
Date
Price
Payment Status
Quantity
Measure Unit
Dispensing Fee
Employee
Pet
Species
Breed
Client
Store
Inventory
Track product performance, stock levels, and cost breakdowns.
Name
Price
Quantity
Stock Value
Procurement Cost
Stock Cost
Margin (%)
Category
Measure Unit
Dispensing Fee
VAT (%)
Discount 1
Discount 2
Discount 3
Supplier
Supplier Code
Store
Appointments
Monitor appointment data for trends in services, clients, and performance.
Appointment Type
Price
Species
Breed
Client
Pet
Referral
Employee
Day
Month
Year
Start
Duration
Category
Status
Payment Status
If you're not sure which data points to include in your report, start with the fields most relevant to your question, then refine as needed. Pivot tables are flexible and designed to help you get clear, actionable insights from your data. For additional support, feel free to explore our reporting guides or contact our support team!