Customers Created - Report

The Customers Created report provides a detailed overview of all new customers added to your Pet Manager system within a specific date range. By selecting your start and end dates, the report will display every customer record created during that period, allowing you to easily track new sign‑ups, monitor growth, and review recent customer activity.

This report is especially useful for analysing onboarding trends, identifying busy periods, and ensuring that all newly created customer profiles have been set up correctly.

To access the Customers Created Report, go to Reports > Customers > Customers Created.

Using the date pickers, select the start and end dates for the period you want to review. The report will then display all customers created within that chosen date range.

From this page you can view all customers created between your selected dates.

The report will populate with.

• Customer Name
• Customer Type
• Total Number of Bookings 
• Date Created
• The User Who Created the Account

Click the   Filter icon in the top right corner to open the filtering menu, where you can narrow your search by customers created via the Customer Portal only.

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 a new customer view - Adding a New Customer

On Lapsed Customers view - Lapsed Customers - Report