Overview: What are we talking about?
Use this report to generate a list of birthdays during a selected date range.
This article includes:
Related articles:
Helpful Hints: Before you begin.
- There is also a system-generated birthday icon that is attached to the pet on the day of their birthday.
Report Parameters:
| From | starting date of the desired date range |
| Tp | ending date of the desired date range |
| Locations | Filter the report based on the owner's home location. |
| Include Address? | Check this box to include a column with the owner's address. |
| Included Banned Animals | Check this box to include animals who are marked as deactivated on their account. |
| Export to Excel | Check this box to export the report to Excel when clicking Generate Report. |
Report Results:
Important! Use the column headers on the report to reorganize the data alphabetically or numerically!
| Animals | Click on the animal's name to be redirected to their profile. |
| Owner | Click on the owner's name to be redirected to their profile. |
| Address | This column is only included in this report when the Include Address? box is checked. |
| # Reservations | This is the total number of reservations the animal has completed. |
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.
Comments
1 comment
Would like a way to run a delta report within birthday reports- so we can run birthdays but only include clients here within a certain date range. Sorting by number of reservations doesn't necessarily help because we could have new clients that have only come in a few times but they are recent clients.
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