In House Pets - Report

The In House Pets report gives you a real-time, comprehensive view of every animal that will be checked into your facility on a given date. Designed to keep daily operations running smoothly and safely, this page lets staff instantly review essential pet details - including assigned pen or service areas, behavioural tags (such as social, reactive, or non-social), medical notes, and vaccination statuses. With comprehensive filtering options for animal type, location, area, and customer tier, you can easily monitor current capacity and verify health compliance at a glance.

The In House Pets report is also useful because it provides historical records of which pets were with you on any specific date in the past.

To access the In House Pets report, go to Reports > Bookings > In House Pets

Using the date picker, select the date you wish to view. 

The blue text on this page is clickable and will take you directly to the corresponding information. E.g. booking number will take you to the booking and the pets name will take you to the pets profile.

From this page, you can quickly view all key details at a glance, including:

• Booking Reference & Area Type  along with an indication of whether the booking is part of a group booking or a repeating cycle.
• Pets Name - with associated tags.
• Pets Breed
• Service Booked
• Location  (If you have multiple sites)
• Pets Gender
• Desexed Indicator
• Pets Size
• Vaccination Status
• Pet Notes

By clicking the icon on the far left of the entry, you can view additional information for the pet.

To view the notes, hover over the icon and the details will appear.

The Search bar lets you quickly look up a booking.

To help you search efficiently use information like:

• Booking Number
• Pets Name

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

Select Animal Type - Enables you to filter by Pet Type.

Select Location - Enables you to filter by location when using the multi location plans.

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

Select Item Type - Enables you to filter by the different Item Types you may have set up within each Area Type.

Select Tag - Enables you to filter bookings that have any pets with a specific tag.

Select Customer Type - Enables you to filter by Customer Type.

Select Vaccination Status - Enables you to filter pets by whether their vaccinations are current or expired.

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

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.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On adding a booking view - Adding Bookings

On the detailed report for Pet Notes that will be with you on selected dates view -  All Pet Notes