Getting the exact numbers you need

The standard reports cover most day-to-day questions. But sometimes you need something specific: all boarding revenue from repeat customers who own large dogs, or a list of daycare clients who have not booked since last summer. That is where custom reports come in.

Report parameters

Most reports let you filter before you run them. Go to Reports, pick a report, and look for the Parameters section.

Common parameters include:

• Date range
• Facility
• Service type
• Customer status
• Pet breed or weight

Not every report has every parameter. A simple report like "Arrivals and Departures" only needs a date. A financial report might let you filter by payment method, service, and customer segment.

Saving your filters

If you run the same filtered report every week, you can save the parameters. After you set your filters, click Save View and give it a name like "Weekly Grooming Revenue." Next time, you can pick that view from a dropdown instead of re-entering everything.

Saved views are private to your account unless you share them. If you want your whole team to use the same view, check the box that says "Share with team."

Export formats

Reports can be exported in a few formats:

Format	Best for
PDF	Printing or emailing to your accountant
CSV	Importing into Excel or another spreadsheet
Excel	When you need formatting and formulas

PDF exports look like the on-screen report. CSV exports are raw data with no formatting, which makes them easier to manipulate if you know your way around a spreadsheet.

The report viewer

When you run a report, it opens in the report viewer. This is a scrollable grid with sortable columns. Click any column header to sort ascending or descending.

If the report has more than a hundred rows, it paginates. Use the arrows at the bottom to move through pages, or change the page size to show more rows at once.

Custom report requests

If the built-in reports do not cover what you need, you can request a custom report from the support team. They will ask you:

• What question are you trying to answer?
• Which fields do you need to see?
• How do you want it grouped or sorted?
• Who will run it and how often?

Custom reports usually take a few business days to build. They appear in your reports menu alongside the standard ones once they are ready.

Report performance

Some reports are instant. Others, especially financial reports with long date ranges, might take ten to thirty seconds. If a report is timing out, try narrowing the date range or filtering to a single facility.

Very large custom exports might be queued and emailed to you when they are ready. You do not need to keep the page open.

Accuracy checks

Before you make a business decision based on a report, sanity-check the numbers. Run a simple report like "Sales Revenue" for last month and compare it to your bank deposits. They should be close. If they are off by more than a few percent, check for unposted invoices or refunds that were issued after the report ran.

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Custom report request flow

Export format decision guide

Need	Recommended format	Why
Print or email to accountant	PDF	Matches on-screen formatting
Import into spreadsheet for analysis	CSV	Raw data, easy to manipulate
Need formulas and styling	Excel	Built-in formatting and calculations
Large dataset	CSV	Smaller file size, faster generation

Report accuracy checklist

Check	Action
Sanity check	Run Sales Revenue for last month; compare to bank deposits
Date range	Confirm start and end dates include full period
Filters	Verify saved view parameters are correct
Unposted invoices	Check if any transactions are missing from reports
Refund timing	Ensure refunds are in the correct period