Overview: What are we talking about?
This report will generate a report of all animals who currently have expired vaccination records. When initially loading the report, all animals with expired or missing vaccination records are displayed.
This article includes:
- Veterinarian List
- Setting up Immunization Types and Species
- Managing Immunizations Records
- Uploading Immunization Records from the Customer Portal
|Expires Before||Filter report to show animals with a vaccination that expired on or before a specific date.|
|Has Reservation Starting Between||Filter report to show animals with an upcoming reservation during the date range that has a vaccination(s) that is already expired or will be expired at the time of the reservation|
||Filter report to only show animals at a specific location.|
|Include Banned Animals?||Check this box to include pets who have the Deactivated setting enabled on their account.|
|Include Animals with No records?||Pets with no records on their account are not automatically included in this report. Checking this box will include all animals with no records on their account in the report.|
|Include Reservations on the waitlist?||Check this box when filtering the report by upcoming reservations to include reservations that are currently waitlisted on this report.|
|Include entries with note and no date||This will include pets who have a note on their immunization but not an expiration date entered.||Animals with a note but no expiration date entered are considered EXEMPT from the immunization.|
Export to Excel
||Checking this box with export the report to Excel upon clicking Generate Report.|
Important! Use the column headers on the report to reorganize the data alphabetically or numerically!
|Owner||Click on the owner's name to be redirected to their profile.|
|Animal||Click on the animal's name to be redirected to their profile.|
|Vet Info||The vet's name and phone number.|
|Next Reservation||Start date of the animal's next scheduled reservation.|
|# of Expired Vaccinations||The total number of vaccinations expired on the animal's profile.||Clicking on the number of expired vaccinations will redirect the user to manage the animal's vaccinations.|
|Expired Types||The vaccination type and date of expiration for any vaccinations expired on the animal's profile|
Exporting the Report and Adding Customers to Campaigns:
If you'd like to export to a CSV file, check the tick box "Export to Excel?" in the report parameters at the top of the page before selecting the blue Generate Report! button.
Click the "+ Add to Campaign" button at the top of the generated list of standing reservations to include owners in a new campaign email or SMS.