Understanding The Pet Birthday Report

Modified on Sat, 03 Dec 2022 at 04:00 PM

The Pet Birthday report provides a list of all Pets who have a birthday on the day you create your report. 

 

Pet Birthdays are obtained from each Pet Record where a "date of birth" has been entered.

 

The Pet Birthday Report can be filtered by:

  • Pet Birthdays within a custom date range.
  • Pet Birthdays for pets who are within a defined Client Area.
  • Pet Birthdays with an "Actual" or "Estimated" (or both) Filter.

 

You can also:

  • Email clients from the report.
  • Export the report in CSV format.


Tip: You can use the Pet Birthday Report to send a communication or maybe a small gift to your clients wishing their pet a Happy Birthday.


How do I view the Pet Birthday Report?

Navigation: Reports > Pet Birthdays


Note: By default, the Pet Birthday report is always set to the current date, includes "All Client Areas" and "Estimated and Actual" pet dates of birth.

Create a Pet Birthday report in pet sitting software


How can I filter the Pet Birthday Report?

Navigation: Reports > Pet Birthdays


The Pet Birthday Report can be filtered by:

  • (Optional) Add a filter, click "All Client Areas" drop-down and select an Area.
  • (Optional) Add a filter, click "Estimated and Actual" drop-down and select "Estimated", "Actual" or both.
  • Select a custom date range or use a quick report button, i.e. "This Week", "This Month."
    • To view the previous timeframe click the "<" button.
    • To view the next timeframe click the ">" button.
  • Click "Reload" to view your customized Pet Birthday Report.

Filter the Pet Birthday Report in Dog Walking Software


How do I email clients from the Pet Birthday Report?

Navigation: Report > Pet Birthdays


  • Create your Pet Birthday report using the filters as described above.
  • Select All or Individual Clients using the checkboxes adjacent to the client name.
  • Click "Email."
  • Select a pre-loaded Email Template, or create a new blank template.
  • Click "Email Clients."

Email clients from the Pet Birthday Report in Dog walking Software


Example of an email sent to clients from the Pet Birthday Report:

Example of a Pet Birthday Email to Clients from the Pet Birthday Report in Dog Walking Software


How do I export the Pet Birthday Report?

Navigation: Reports > Pet Birthdays


  • Create your Pet Birthday report using the filters as described above.
  • Select All or Individual Clients using the checkboxes adjacent to the client name.
  • Click "CSV."
  • The Pet Birthday Report will then be downloaded onto your PC/Laptop/MAC in CSV format.

Export the Pet Birthday in dog walking software.


Example of the CSV download for the Pet Birthday Report.

Example of a CSV export of Pet Birthday Report in Dog Walking Software


Tip: Further Reading: How do I send my Clients a Pet Birthday Email?

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