Pet Birthdays - Report

The Pet Birthdays report generates a list of pets celebrating a birthday within a specified date range. It provides key details for each entry, including the pet's name (and associated tags), owner name, date of birth, and full address information. Filters allow you to narrow the results by Animal Type, Breed, or active status (such as hiding inactive profiles). This report makes it easy to track upcoming pet milestones, run targeted promotional birthday offers, and send personalized postcards or emails to client accounts.

To access the Pet Birthdays Report, go to Reports > Pets > Birthdays.

Using the date pickers, select the start and end dates for the period you want to review. Once you’ve chosen your dates, the report will update to show all pets who have a birthday fall within your selected range.

From this page you can view the pet and customers details.

The blue text on the page is clickable and will take you directly to the corresponding information. E.g.. Customer name will take you to the Customer Profile. Pet Name will take you to the Pet Profile.

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

• Pet Name
• Customer Name
• Pets Date of Birth
• Address
• City / Suburb
• State / Region
• Postcode
• Customers Email
• Breed and Animal Type
• Sex
• Desexed 

The Search bar lets you quickly look up customers.

To help you search efficiently use information like:

• Customer Name
• Pet Name
• Address

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 Animal Type, eg. Dog, Cat, Other Animals.

Select Breed- Enables you to filter by Breed.

Hide Inactive  - Will hide inactive Pets.

• Show Inactive  - Will show inactive Pets.
• Only Inactive  - Will only show inactive Pets.

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.

When you are 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 sending Pet Birthday Emails - Using Pet, Customer &  Booking Postcard Email Templates

On Adding a Pet - Adding A New Pet