Understanding Your Business

Petsoft gives you all the numbers you need to run a successful business. Whether you want to see how much money you made this year or just print out today's feeding list, we've got a report for you.

To see all your reports, go to Reports.

Your dashboard shows you the big picture of your business at a glance.

What reports can I run?

Report	What it tells you	When to use it
Sales Revenue Report	Categorizes and sums all paid invoices over a date range.	To see exactly how much your business is earning.
Arrivals And Departures	A list of every pet coming and going today.	Your daily "To-Do" list for checking pets in and out.
Boardings By Month AM PM	Shows occupancy for runs in the morning and evening.	To forecast how busy you'll be and manage staffing.
Payroll	Tracks team member hours based on system time entries.	When preparing paychecks for your staff.
Daily Medications Report	Lists all medications required for pets on a specific date.	Every morning to ensure every pet gets their meds safely.
Kennel Card with Pet Photo	A printable sheet with pet info, photos, and space for notes.	To hang on a run so everyone knows who the pet is and what they need.
Stale Customer Report	Lists customers who haven't booked in over 6 months.	For marketing outreach to bring past clients back.
Credit Card Revenue Report	Shows all card transactions, including payments and refunds.	To reconcile your bank deposits with your system data.
Marketing Source Report	Shows how new customers found your business.	To see which ads or referrals are working best for you.

Other Useful Reports

• Promo Code Utilization: See which discounts are most popular with your customers.
• Customer Demographics: Understand where your customers live and what pets they have.
• Banned Customers And Pets: A quick reference for profiles that are restricted from booking.
• Weekly Pet Boarding Volume: A high-level view of your occupancy trends week-over-week.

What made you money this year?

Are these numbers accurate?

Yes! Petsoft tracks every single penny that comes into your business. The numbers you see in these reports match the money that goes into your bank account.

tip

If a number looks "off," it's usually because a payment hasn't finished processing yet. If you're ever worried, just send us a support ticket!