Pets In Facility Report

Modified on Fri, 24 Jan at 1:37 PM

This report displays information about pets and their appointments for those present in the facility on a specific day. It provides the convenience of checking in or checking out pets directly from the interface while offering visibility into upcoming arrivals. In addition to these features, the report includes essential information such as the pet's name, breed, service name, the assigned resource for the service, as well as the status and expiration dates of vaccinations.

Things to know:

This report is exclusively designed for pet businesses
The data presented in each Vaccine Status, and Vaccine Expiration column originates from the information captured in the separate vaccination expiration reminder custom fields. The report will encompass data for all vaccination expiration reminders configured for the business, showcasing the status and expiration details for each one.
To create vaccination expiration reminder custom fields, learn more here.
Once the custom fields are created, please contact our support team at support@mytime.com to enable the custom field IDs.
The columns for pet name, client, checked-in, checked-out, expected arrival, expected departure, and vaccine expiration are designed to be sortable.
For multi-day appointments, you can configure your account to display revenue earned on the final date of the appointment instead of the first. For example, if an appointment runs from September 6, 2024, to September 20, 2024, the revenue will be recorded on September 20, 2024. This feature is managed through a hidden setting that only the MyTime team can enable. To activate this setting, please reach out to our Support Team at support@mytime.com. Note that once enabled, this change is irreversible and will only apply to appointments and tickets created after activation.
The report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
From the schedule, clicking the "Pets in Facility" button in the left rail under the calendar will take you to the Pets in Facility report. Learn more here

To access this report:

Navigate to the Dashboard
Select the Reports tab
Under the Bookings section, select the Pets in Facility report

When the report opens, you can filter by location, service category, date, and pet status. You can also search for the pet or client's name and download the report as a CSV, PDF, or print format. Once you select your filters, click the UPDATE button to generate the desired data.

Report Filters

Filter	Description
Location	The location associated with the appointment
Service	The category to which a service belongs. For example, a Bath & Brush service would belong to the Dog Grooming category.
Date
Pet Status	The status of the pet's appointment: Expected Arrival: Only pets with an expected arrival within the selected date range will be displayed. Checked in: Only checked-in pets will display Expected Departure: Only pets with an expected departure within the selected date range will be displayed. Requested: Only pets whose appointments have the status "Requested" (pending appointments) will display
Show Checked Out Pets	When this checkbox is selected, only pets who have been marked as checked out of the facility during the specified date range are visible. When unchecked, the report will show all pets with appointments, regardless of whether they were checked out or not.
Show Expected Arrival/Departure	When this checkbox is selected, the "Expected Arrival" and "Expected Departure" columns are added to the report, displaying the appointment's scheduled start and end times. This is helpful in determining when the pet will arrive and when they should be checked out.

Report Columns

Column	Description
Pet Name	The name of the pet associated with the appointment
Client	The name of the pet's owner
Address	The client's first physical address listed on their profile (if the client has multiple addresses)
Phone Number	The client's mobile phone number
Expected Arrival	The scheduled start time of the appointment. This column is only visible when the Show Expected Arrival/Departure checkbox is selected.
Checked-In	The date and time the pet was checked in
Expected Departure	The scheduled end time of the appointment. This column is only visible when the Show Expected Arrival/Departure checkbox is selected.
Checked-out	The date and time the pet was checked out
Breed	The breed of the pet
Resource	This column is sortable and displays the name of the resource associated with the appointment.
Service	The name of the service assigned to the appointment
{Name} Vaccine Status	This will indicate "ACTIVE" if the vaccine expiration date is in the future and "EXPIRED" if the vaccine expiration date is in the past. This column is only displayed if the expiration reminder custom field is configured.
{Name} Vaccine Expiration	The date of expiration for the vaccination. This column is only displayed if the expiration reminder custom field is configured.
Appointment Notes	Any notes entered in the appointment notes section of the appointment modal

For more information, contact us at support@mytime.com.