Package reports

Package reports provide a flexible way to identify Boarding and Daycare clients or pets with remaining package days and to track packages with expiration dates. Users can choose the appropriate report, set date criteria, select output and report columns, filter for specific clients or pets, and organize the results through grouping and sorting options. Reports can be viewed as PDF, HTML, or Excel, making it easy to review, print, or sort the data.

These reports are available for Boarding and Daycare Packages.

Boarding

Click on Boarding, Reports.

There are three report options.

Boarding Client Package Expiration – This will list client packages that have an expiration date.

Boarding Package Days Left – This will list all pets or clients who have package days left.

Boarding Pet Package Expiration – This will list pet packages that have an expiration date.

Daycare

Click on Daycare, Reports.

There are three reports available.

Daycare Client Package Expiration – This will list client packages that have an expiration date.

Daycare Package Days Left – This will list all pets and clients who have package days available.

Daycare Pet Package Expiration – This will list pet packages that have an expiration date.

Options for printing

View As:  Choose the format you prefer:  PDF, HTML, Excel.

Report Type – All options will show whether you print under the Boarding reports or Daycare reports.

Select Dates

Pet/Client expiration packages – The date range will show any packages that have an expiration date that falls within the date range.

Package days left – You can print for Date or for All.

Date – This will only show pets who have appointments for this date and have pet/client packages days left.

All – This will show all pet/clients in the database who have pet/client package days left.

 Report columns

Choose which columns you want to show on the report.

Expiration – The expiration date of the package

Left – How many days are left on the package.

Original – How many days were originally purchased.

Additional Options

Click if you’d like to include packages with 0 days left.

Report filters

Click Select if you’d like to print this report for a specific pet or client.  Note you can choose multiple pets or clients.

All Clients or All Pets will list all pets/clients in the database.

NOTE:  If you leave these options unchosen, the report will show all pets/clients.

Group by

Choose the option how you would like the report grouped.

Sort by

Choose the sort by option.

 Reports

Boarding Client Package Expiration

Boarding Package Days Left

Boarding Pet Package Expiration

Daycare

Daycare Client Package Expiration

Daycare Package Days Left

Daycare Pet Package Expiration

Key Points

•                          Package reports are available from both the Boarding and Daycare report menus.

•                          Three report types are available for each area: Client Package Expiration, Package Days Left, and Pet Package Expiration.

•                          Expiration reports use a selected date range; Package Days Left reports can show appointments for a specific date or all qualifying records.

•                          Reports can be viewed as PDF, HTML, or Excel.

•                          Report columns are customizable, including package expiration date, days left, and original days purchased.

•                          Packages with zero days remaining can be included as an additional option.

•                          Reports can be filtered for one or more clients or pets; leaving filters blank includes all clients or pets.

•                          Grouping and sorting options can be selected to organize report results.