Article Details
Introduction
Use this report to generate data on reservations scheduled for check-in and check-out on a given date.
Getting Started
Navigate to Book Icon » Reports » Reservations by Date.
Report Parameters
| Parameter | Description |
| From |
Choose a date to see reservation check-in and check-out data for this date specifically. |
| Reservation Types |
Select any reservation types for which you want to view data within the set date range. |
| Combine Results |
Select this option if you want to show check-in and check-out results in one table. |
| Include Canceled Reservations? |
Select this option if you want to include reservations that have been canceled. |
| Export to Excel? |
Select this option if you want to export and download the report’s data to an excel file. |
Helpful Hints
-
From - To include reservations made for the future, include a date later than today.
- Reservation Types - You can include reservations visible to customers as well as Business Only reservation types.
Report Output
Results
This section includes all applicable reservations checking in or checking out on the selected date. The Check-Ins section will display all reservations scheduled to check in on the date in question. The Check Outs section will display all reservations scheduled to check out on the date in question.
If you selected Combine Results?, in the parameters when running the report, a combined section Check-Ins and Outs will display and an Event column will be added to the report to display whether the pet is arriving or departing at the given timestamp.
The table can be organized by clicking any of the top-level parameters.
| Column | Description |
| Actions | This button allows you to edit the reservation, delete the reservation, or view reservation details. |
| Animal | Displays animal name. Can click the animal name to access the animal profile. |
| Owner | Displays owner name. Can click the owner name to access the owner profile. |
| Start Date | Displays the scheduled start date of the reservation in question. |
| End Date | Displays the scheduled end date of the reservation in question. |
| Type | Displays the reservation type of the reservation in question. |
| Lodging | Displays the first associated lodging(s) with the reservation in question. |
| Services | Displays any services attached to the reservation in question. |
| Confirmed | A green checkmark will display if the reservation was confirmed by checking the Confirm for Customer box when making or editing the reservation, or if the owner manually confirmed the reservation via email or SMS. |
| Canceled |
A red X will display if the reservation was canceled on the business or customer side. This column will only show if Include Cancelled? is selected when running the report. |
| Completed | A green checkmark will display if the reservation was successfully checked out via the cart. |
Export the Report
To get a PDF version of this report, first, generate the report, and then click the green Export to PDF button at the top of the report. If you'd like to export to a CSV file, check the box Export to Excel? in the report parameters at the top of the page.
Add Customer to Campaigns
Click the + Add to Campaign button at the top of the Check-Ins section to include owners in a new campaign email or SMS.
Related Resources
- Reservations by Date Range Report Report Reference
- Reservations by Owner Report Report Reference
- Services by Date Report Report Reference
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