Custom Animal Icons Report (Reference)

Article Details

Introduction

Use this report to generate a list of animals with a custom icon(s) associated with their account. You can navigate to the report via Left-Hand Navigation: Reports and More » Reports » Custom Animal Icons Report.

Before You Begin

Reporting & Location Access

Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report rather than displaying data for all locations by default. Each report indicates the type of location it uses, which determines how results are calculated.

Common location types include:

  • Booking Location – Where the reservation or appointment takes place

  • Invoice Location – Where revenue and financial activity are attributed

  • Spend Location – Where the pet parent’s purchases and charges occurred

  • Package Purchase Location – Where a package or subscription was purchased

  • Subscription Location – Where the subscription is enrolled

  • Transaction Location – Where the payment was processed

  • Pet Parent Home Location – The pet parent’s assigned home location

Available locations in a report are determined by the user’s Allowed Locations. Users can only view and report on locations they are explicitly allowed to access. If a location does not appear as an option, verify the user’s Allowed Locations configuration before running the report.

Key Features

In addition to standard reporting features, this report includes:

  • Export Options. You may print this report.
     
  • 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.
     
  • Add to Campaign. Generated report lists can be added to a campaign by selecting the + Add to Campaign button at the top of the list. Please see our Add to Campaign reference document to learn more.

 

Getting Started

Report Parameters

Report parameters selection form
 

Setting Description
Icons Select all or individual icons to generate the report 
Include Deleted? Checking this box will include any animals who previously had an icon(s) associated with their account that was later deleted in the pop-up alert module. 

**Note - if the icon is simply removed from the account, not from the alert pop-up, then the animal is not included on the report**
Include Banned Animals? Include animals who are marked as deactivated when running the report.
All Generate the report to include all animals with the selected icon(s) associated with the account. 
Checked-In Generate the report to only include pets currently checked into the facility. 
Present On Range Generate the report to only include pets with the associated icon(s) that will be at the facility during the date range selected. 
Created At Range Generate the report to only include pets whose icon(s) were created during the selected date range.

 

Helpful Hints

  • If the icon is simply removed from the account, not from the alert pop-up, then the animal is not included on the report.
     
  • The Include Deleted? setting also shows deceased pets too! Adding unique icons to deceased and banned pets respectively will easily help set them apart in the report. 
     
  • The Include Banned Animals? option will pull all pets with icons in your database, including those pets that are inactive. Adding an inactive icon before deactivating a pet will help you know which pets can be passed over when viewing the report.
     
  • The Checked-In setting is useful to identify brachycephalic/heat-sensitive pet icons during high-temperature seasons, seasonal allergy icons during spring/fall, and/or icons for double/triple-coated pets during a busy grooming season

 

Report Output

  • Totals: this section includes the total number of animals per icon for the icon(s) selected when generating the report.

    Table of icons with counts and total.
     
  • Results: You can organize the data on the report by the column headers!

    Animal_Icons_Sorting

 

Setting Description
Animal Animal's name
Breed Breed of the pet
Owner Name The name of the pet parent who owns the pet listed in the column to the left of the owner name column 
Icon The custom icon that is on the pet's profile. This will show an image of the icon along with a description of what the icon is used for. 
Note Any notes that are inputed on the custom icon. Notes are specific to the pet. 
Created At/By Which staff user created the icon and when
Edited At/By which staff user was the last user to edit the icon and when
# of Incidents The total number of incidents logged on the animal's account. 

 

Tips and Tricks

  • Use the column headers on the report to reorganize data alphabetically or numerically.
  • Clicking on the name of the Owner or Animal will redirect the user to the respective profile.  
  • Selecting + Add to Campaign will add the owners to a new campaign email or SMS

 

Related Resources

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