Belongings Report (Reference)

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Introduction

The Belongings Report is a great tool to track belongings on reservations, as well as to use to track down the owner of a lost item. 

 

Key Features

In addition to standard reporting features, this report includes:

  • Export Options. You may export the report by selecting the Print PDF button upon report generation.

  • Advanced Column Features. Add, arrange, and sort columns to get the data you want. To learn more, refer to the Advanced Column Features reference document.

 

Getting Started

To access the Belongings Report, go to Left Navigation: Reports and More » Belongings. This report can be generated for a date range, pets current checked in, or for pets checking out today.

 

Report Parameters

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Parameter Description
From Date Start date of the date range you'd like to view
Until Date End date of the date range you'd like to view
Currently Check In?  Check this box to only include pets that are currently checked in. 
Checking Out Today? Check this box to only include pets that check out today. 
Location Select which location to run this report for.
Export to Excel? Check this box to export an Excel file when generating the report. 
Print PDF Once the report has been generated, you will have the option to Print to PDF.

 

Report Output

The Report Results can filtered by Belonging Type by clicking in the search bar and selecting items from the drop-down menu:
 

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Column Title Description
Actions To edit belongings, click the actions drop-down and select "Manage Belongings."
Reservation Reservation type.
Start Date The reservation's start date.
End Date The reservation's end date.
Animal Name Links to the pet's profile.
Owner Name Links to the owner's profile.
Lodging (Last Day) Name of the lodging pet will be located on the last day of their reservation.
Belonging Area Where the belonging is located.
Belonging Type The type of item. If a photo of the item is attached, an image icon will appear. To view the photo, hover your cursor over the icon.
Belonging Description Displays custom description input when adding belonging. 

 

Tips and Tricks

  • Use the column headers on the report to reorganize data alphabetically or by date.

  • Clicking on the name of the Reservation will redirect the user to the respective reservation.

  • Selecting the 3 lines in the action column will allow you to manage the belongings on the pet's reservation 

 

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