Whether you are a small family‑run business or a larger multi‑location facility, it is always important to have an overview of your daily occupancy, whether by Area or broken down into each individual Item Type. Having this visibility helps you plan your capacity, avoid overbooking, manage staffing and resources, and spot busy periods so you can make informed decisions.
The Occupancy Report is designed to clearly provide this information, allowing you to select a date range so you can view your daily totals over a required period and monitor availability at a glance.
To access the Occupancy Report, go to Reports > Bookings > Occupancy
Using the date pickers, select the date range you wish to view.
If you’re using one of the multi‑location plans, you can view Occupancy results by Location.
Select the Filter icon in the top‑right corner to display the dropdown menu, where you can choose the specific location you want to view. You will also have the option to display all sites combined if you prefer an overall occupancy overview.
Include Checkout - When enabled, this will include pets that are checking out on each day, adding them into the daily totals.
Using the toggles, you can switch between viewing your occupancy by Area (for example, Boarding, Daycare, or Grooming) or viewing a more detailed breakdown by Item Type (for example, if your Boarding setup includes different types of pens).
Depending on your preferences, you can view the data either as numeric totals or as percentages by using the toggle.
The Area Chart provides an overview of your totals across the selected date range. The information displayed will adjust according to the filter options you have chosen above, giving you a clear snapshot of occupancy for each Area or Item Type. To make it easy to understand at a glance, each category is colour‑coded.
Below the Area Chart, you’ll find a data table displaying the totals broken down by either Area or Item Type, depending on your selected filters. Each row represents a date within your chosen range, with the overall daily totals shown on the far right for quick reference.
At the foot of the data table, you will see the overall totals for the selected date range, broken down by each Area or Item Type. This gives you a complete summary of occupancy across the entire period you are viewing.
You can find the overall total in the bottom right corner of the total summary row.
You can also export the displayed data in different formats at any time for reporting or backup purposes:
Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.
CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.
Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.
For More Information
On how to create Item Types view - Item Types
On how to restrict the capacity for each Area view - Areas
Comments
0 comments
Article is closed for comments.