Article Details
Summary
The PreCheck Forms Report shows data on the PreCheck forms created for reservations in a date range.
Where to Find It
Go to Book Icon » Reports » PreCheck Forms. Fill in the fields with the parameters below.
Report Parameters
| Setting | Description | Helpful Hint |
| From | The start date and time for the reservation data. | |
| To | The end date and time for the reservation data. | To include future reservations, enter a date later than today. |
| Reservation Types | The reservation types you want to see data for in the date range. | |
| Export to Excel? | Select this to export the report data to an Excel file. | You can also print or export the report as a PDF. Generate the report, then select the green Print to PDF button. |
Report Output
Totals
This section shows the total number of PreCheck forms for each reservation type in the date range. It also shows how many forms are complete and how many are not.
Results
This section lists all the reservations in the date range.
| Column Header | Description |
| Actions | A button for actions on that reservation, such as viewing or editing it. |
| Animals | The animal's name and icons. Select the name to open the animal profile. |
| Owner | The owner's name and icons. Select the name to open the owner profile. |
| Start Date | The scheduled start date if the reservation is in the future or not checked in yet. If the pet checked in, this shows the check-in time. |
| End Date | The scheduled end date if the reservation is in the future or not checked out yet. If the pet checked out, this shows the check-out time. |
| Type | The reservation type. Select it to open the reservation details page. |
| Lodging | The first lodging or lodgings linked to the reservation. |
| Services | Any services on the reservation. Select a service to open the reservation details page. |
| Confirmed | A green checkmark shows if you checked the Confirm for Customer box when you made or edited the reservation, or if the owner confirmed it by email or SMS. |
| Canceled | A red X shows if the business or the customer canceled the reservation. |
| Completed | A green checkmark shows if the reservation was checked out in the cart. |
| Waitlisted | A green checkmark shows if the reservation is on the waitlist. |
Select any column heading to sort the table.
Export the Report
To get a PDF, generate the report, then select the green Export to PDF button at the top of the report. To get a CSV file, check Export to Excel? in the report parameters before you generate the report.
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- Reservations Reports Topic Outline
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