Overview: What are we talking about?
Use this report to generate a list of birthdays during a selected date range.
This article includes:
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.
|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.|
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.