Birthdays Report

Kathryn Hamilton
Kathryn Hamilton

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: 

 

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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!

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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. 

 

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Comments

1 comment

  • Comment author
    Kathryn Custer

    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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