Check Outs Report (Reference)

Kathryn Hamilton
Kathryn Hamilton
  • Updated

Introduction

All reservations must be checked out in the shopping cart to finalize charges and the reservation details. This report helps identify which pets are checking out on a given day. You can use this report to generate a list of checkouts for a selected date by reservation type.

 

Key Features

This provides a more concentrated view specifically focusing on checkouts, aimed at obtaining more refined data.

In addition to standard reporting features, this report includes:

  • Export Options: You may export the report by selecting the Export to Excel checkbox upon report generation.  

    Screenshot 2024-03-31 at 5.13.37 PM.png

    Alternatively, utilize the Green Print PDF button to create a PDF version of the report.

    Screenshot 2024-03-31 at 5.15.07 PM.png


Getting Started

  1. Navigate to Left-hand Navigation: Reports & More » Check Outs to locate the Check Outs Report.
  2. Fill out the fields according to the parameters below. 
  3. Click Generate!

Report Parameters

Parameter Description
Date  Enter a date to generate a report that will pull all animals whose reservations are set to end on the selected date.
Reservation Types  Select which reservation types to include in the report.
Export to Excel?  Check this box to generate the report results to Excel.

 

Helpful Hints

  • By default, all available reservation types are selected.

 

Report Output

Check Outs will be grouped by reservation type. You will see a list of all reservations checked out on your specified date. 

Screenshot 2024-03-30 at 11.31.10 AM.png

Report Output  Description
Animal Animals name and breed
Owner The owner's first and last name
Lodging This is the kennel assigned to the animal's reservation. 
Services List of additional services attached to the animal's reservation. 
Question 1 Check-in question # 1 for the assigned reservation type 
Question 2 Check-in question # 2 for the assigned reservation type 
Question 3 Check-in question # 3 for the assigned reservation type 

 

Tips and Tricks

  • Unlike other reports, these results cannot be organized by clicking on the column header.
  • Clicking on the name of the Owner or Animal will redirect the user to the respective profile.  
  • Questions 1, 2, and 3 are set per reservation type under Left-hand Navigation: Admin » Reservation Types and Services Configuration. For more information on setting these questions up, please visit our article titled Checking Pets In

 

Related Resources

 

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