Get the Exact Numbers You Need

Petsoft gives you a catalog of more than 30 reports, for example Sales Revenue, Credit Card Revenue, Arrivals And Departures, Payroll, Daily Medications, Kennel Card, Stale Customer, Marketing Source, Promo Code Utilization, Customer Demographics, Banned Customers And Pets, and Weekly Pet Boarding Volume. Each report has its own set of parameters. You cannot change the parameters of a report.

Find the report that answers your question. Then learn how to use its parameters. This gives you most of the answer you need.

Report parameters

Go to Reports. Select a report. Look for the Parameters section above the results.

Some reports let you filter the data. You can filter by:

• Date range
• Facility
• Service
• Year or month
• Options to show or hide specific details

Every report has its own set of parameters. You cannot add fields or filters to a report. A simple report like "Arrivals and Departures" needs only a date. A financial report like "Sales Revenue Report" has more parameters, such as date range and facility.

Export formats

When the report is on the screen, you can export it in three formats:

Format	Best for
Browser (HTML)	Viewing on the screen and quick checks of the data
PDF	Printing, or sending by email to your accountant
Excel	Sorting or filtering the data, or using your own formulas

Special report requests

If the standard reports do not have the information you need, ask the support team to make a special report. They will ask you:

• What question do you want to answer?
• Which fields do you need to see?
• How do you want to group and sort the data?
• Who will run the report, and how often?

In most cases, a special report takes a few working days to make. When it is ready, it appears in your reports menu with the standard reports.

Report performance

Some reports show results immediately. Other reports, for example financial reports with a long date range, can take ten to thirty seconds to finish. If a report does not finish, make the date range shorter or select only one facility.

Accuracy checks

Before you use a report to make a business decision, check that the numbers are correct. Run a simple report, for example Sales Revenue Report, for last month. Compare the report to your bank deposits. The numbers should be close. If the numbers are different by more than a few percent, look for unpaid invoices or refunds that came in after you ran the report.

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Export format decision guide

Need	Recommended format	Why
Print or send to your accountant by email	PDF	Matches the on-screen format
Study or sort the data again	Excel	You can sort or filter the data, or use formulas
Quick check on the screen	Browser (HTML)	You do not have to download anything