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Pet Manager - Official Documentation

Marketing - Report

Pet Manager Support
  • Updated

The Marketing Report page lets you search and segment customers based on specific criteria. You can filter customers who have pets (including by breed or tags), customers who have bookings within selected dates, or customers who do not have bookings within those dates. 

The report also includes customer contact details and email addresses, allowing you to contact these customers directly. This makes it easy to identify targeted groups for marketing, follow up with customers who haven’t booked, and understand booking and pet‑related trends across your customer base.

In This Article

To access the Marketing report, go to Reports > Customers > Marketing

Marketing Overview

This area displays all your active customers who have Consent to Contact enabled. You can quickly locate any customer by using the search bar in the top‑left corner.

The information visible includes:

  • Customers Name
  • Address
  • City/Suburb
  • State/Region
  • Postcode
  • Home Phone
  • Mobile Phone
  • Business Phone
  • Email Address
  • Customer Type

By clicking the icon on the far left of the entry, you can view additional information for the Secondary Contact (if provided) and Customer Pet(s).

Filter Search Options

To create a new marketing report, click the   button in the top-right corner of the screen.

This will open the report builder. From here, you can define filters and set the criteria customers must meet to be included.

  • Customer Created After - Filter your list by selecting customers who were added to your system after a specific date.
  • Customer Created Before - Filter your list to include customers who were added to your system before a specific date.
  • Customer Type - Filter your list based on the type of customer (e.g. Pensioner, Standard Customers, VIP ) to target relevant groups.
  • Portal Access - Specify whether to include customers based on their access to the online customer portal.
  • Only show customers with an email address - To include only customers who have an email address.

Filter Areas Explained

Where Customer Has a Pet

Includes only customers who have at least one pet listed in their profile.

  • Animal Type - Filter customers based on the type of animal they own (e.g., dog, cat, other animals).
  • Animal Breed - Narrow down your list by selecting specific breeds, such as Labrador or Siamese, to target customers with breed‑specific content or offers.
  • Tags - Filters your list by selecting specific tags assigned to a pet. Tags help you target customers based on attributes such as behaviour notes, special requirements, or custom labels you’ve created

Where Customer Has a Booking

Includes customers who have made at least one booking.

  • Location - Filter customers by the location where their booking was made (useful for multi-location businesses).
  • Area Type - Target customers based on the type of area used in their booking (e.g. Boarding, Daycare, Training, Grooming, Walking, Hydrotherapy ).
  • Start - Filter by the start date of the customer’s booking.
  • End - Filter by the end date of the customer’s booking.

  • Number of Bookings - Specify how many bookings a customer must have to be included in the list (e.g. 6+ bookings).

    = Equals Includes results that are exactly equal to the value specified.
    < Less Than Includes results that are less than the value specified.
    > Greater Than Includes results that are greater than the value specified.
    <= Less Than or Equal To Includes results that are either less than or exactly equal to the value.
    >= Greater Than or Equal To Includes results that are either greater than or exactly equal to the value.
    != Does Not Equal Excludes results that match the specified value.

Where Customer Does Not Have a Booking

Includes customers who have not made a booking within the specified conditions.

  • Location - Filter for customers who do not have bookings at selected locations (useful for multi-location businesses).
  • Area Type - Target customers who have not booked specific area types, such as Boarding, Daycare, Training, Grooming, Walking, or Hydrotherapy.
  • Start - Set the start of the date range to identify customers with no bookings from this date onward.
  • End - Set the end of the date range to identify customers with no bookings up to this date.

Where Customer Has a Sales Order

Includes customers who have at least one sales order recorded in the system.

  • Start - Filter by the start date to include sales orders from this date onward.
  • End - Filter by the end date to include sales orders up to this date.

Where Customer Does Not Have a Sales Order

Includes customers who do not have any sales orders recorded within the specified date range.

  • Start - Set the start date to filter for customers with no sales orders from this date onward.
  • End - Set the end date to filter for customers with no sales orders up to this date.

Once you’ve completed your selection, the panel below will display all customers who match your chosen criteria. The total number of contacts is shown in the bottom‑left corner.

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

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.

Copy Emails - Will copy the list of emails, you will need to show more to copy more than 10 entries at a time.

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 using the marketing tools for email campaigns view - Marketing Overview

On creating marketing lists for email campaigns view - Marketing Lists

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