Open a report
- Click Reports in the top bar and choose a report.
- Pick your dates. Most reports open on today.
- To download a report, use its export button. Most offer Export to CSV, and some offer Print.
Reports cover the location you’re signed in to. Outstanding Balances covers the whole business, and Outstanding Packages can show either. List Builder looks at all your customers, but its booking and spending filters count only this location.
Money
- Sales Report opens the Sales and Cashflow Report: sales by type with discounts and taxes, and collections by payment type, less refunds and card processing fees.
- Daily Reconciliation: the day’s sales, deposits, tips and collections, customer by customer.
- Outstanding Balances: what each customer owes, including charges that aren’t invoiced yet.
- Outstanding Packages, Memberships and Discounts Report: unused package credits; members and monthly recurring revenue; and discounts given, by discount and by staff member.
Day to day
- Special Services and Medications: the add-on services and medications due on a day, for boarding and daycare.
- Pet Count Report and Boarding Statistics: pets arriving, here and checked out each day, and daily boarding counts of pets arriving, staying the night, leaving and in for the day.
- Grooming Report and Grooming Profiles: revenue by groomer, and the groomers’ worksheet for the day.
- Vaccinations, Forms Report and Online Requests: pets arriving with vaccines to update and records to review, form responses, and requests from your booking page.
- Activity Report: who created, changed, cancelled or deleted reservations, invoices, memberships and customers, and when.
Customer lists and campaigns
List Builder saves lists of customers that match filters, such as a customer tag, a last boarding date or vaccinations expiring soon. Export a list, or use it for a text campaign under Reports › Marketing with the texting add-on (campaigns need the Marketing and List builder permissions). ReviewHound shows your review requests and ratings.
Tips
- On the Sales Report, the sliders button beside the dates opens Options. Next to Reporting dates, click Change to count each kind of sale on its service date or its invoice date, then Save. You need permission to change location settings, and the change applies to everyone at the location, past periods included.
- If a report, or the whole Reports menu, is missing, ask an admin for the permission. Some reports only appear if the location offers that service.