Daycare Allocation - Report

The Daycare Allocation report gives you a real‑time view of every pet scheduled to check in on a selected date, along with the daycare service they’re attending and key information about each pet. From this page, you can also reassign a pet to a different daycare service if needed. This makes it easy to manage your areas and groups quickly and accurately, ensuring all pets are placed in the correct sessions. It also provides fast access for updating a pet’s daycare service at a pet parent’s request, while letting you see which other pets are in that group at the same time.

The Daycare Allocation report is also helpful for historical reference, as it shows which pets were with you on any specific past date, the service they attended, and the other pets who were in their group.

To access the Daycare Allocation report, go to Reports > Bookings > Daycare Allocation

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
• Place/Service Booked - Provides a drop‑down menu of available daycare services, allowing you to change the booking to a different service if needed. The services shown will depend on your system’s configuration and the options enabled for each pet.

IMPORTANT: If you change the daycare service from this page and the booking has already been invoiced, you will need to go back to the original booking and Invoice & Consolidate to update the changes.

• Location  (If you have multiple sites)
• Checkin Date and Time
• Checkout Date and Time
• Pets Gender
• Desexed Indicator
• Pets Size
• 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 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.

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 how to invoice and consolidate view - Invoice Consolidation

On adding daycare types view - Daycare Types