Allocated Tokens - Report

The Allocated Tokens report tracks the total number of tokens redeemed by customers for bookings falling within a selected date range. It displays each customer's name, their associated pets, and the specific count of tokens redeemed toward their bookings, alongside an overall customer usage total. With location and area filters, a search function, and export options (Print, Excel, CSV), this page helps you audit package use and manage package balances effectively.

To access the Allocated Tokens Report, go to Reports > Bookings > Allocated Tokens

Using the date pickers, select the date range you wish to view. 

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

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

• Customers Name and Number
• Pets
• Tokens used
• Total Row - Shows the total tokens used across all customers.

Entries can be sorted using the arrow icons next to the column headers.

The Search bar lets you quickly look up a customer.

To help you search efficiently use information like:

• Customer Name
• Pet 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 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.

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:

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

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.

For More Information

On creating Packages and managing Tokens - Packages - Settings

On sending Package email templates - Using Invoice & Package Email Templates