Vet clinics reporting — frequently asked questions
What Power BI reports does a veterinary clinic need?
The set that covers the practice end to end: doctor production and revenue (is each DVM producing to benchmark), revenue cycle and AR (are we collecting what we bill), patient retention and reminders (are bonded patients coming back), new-client acquisition (is the active base growing), service-line and inventory profitability (which work earns the margin), capacity and appointment utilization (is the schedule full), staff productivity, clinical-quality compliance, and a multi-clinic executive scorecard. Each is available here as a template you can clone.
Do these work with AVImark, Cornerstone, ezyVet, or IDEXX Neo data?
Yes. You export your data from whatever PIMS you run — AVImark, Cornerstone, ezyVet, IDEXX Neo, ImproMed/Pulse, Provet Cloud, or Shepherd/Digitail/Vetspire — and the template models it into a Power BI report. The samples here use synthetic data so you can see the finished shape before bringing your own export.
Is any real patient, client, or financial data used in these templates?
No. Every report on these pages is built from realistic but entirely synthetic data — anonymized clinic, doctor, and patient ids, generic service lines, and made-up dollars. There are no real medical records, client names, or financials. When you build your own version, you bring your own PIMS export.
How do I turn one of these into my own report?
Click 'Use this as a template' on any report. You'll describe the report (or upload your own CSV export from your PIMS), we read and model the data, and you get a fully built Power BI project — a .pbip you open in Power BI Desktop — back in minutes.