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:
Related articles:
- Veterinarian List
- Setting up Immunization Types and Species
- Managing Immunizations Records
- Uploading Immunization Records from the Customer Portal
Report Parameters:
| 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 | |
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Locations |
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. |
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Export to Excel |
Checking this box with export the report to Excel upon clicking Generate Report. |
Report Results
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.
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