Vaccinations Expiring - Report

The Vaccinations Expiring report tracks pets whose immunization records are set to lapse within a selected date range. It details essential compliance information, including the pet's name (and behavioral tags), owner details, the specific vaccination type, the date it was administered, and the official Renewal Date. Quick-preset buttons (Past 6 Months, Next Month, Next 3 Months) and custom date fields let you easily filter records, while built-in export tools (Print, Excel, CSV) help you generate outreach lists to remind clients to update their pet's health records before upcoming stays.

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

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 vaccination expiring within your selected range.

Note: This report only includes vaccinations expiring within the selected date range. It will not show records that expired prior to this range.

Selecting one of the pre-defined time range options (Past 6 Months, Next Month, Next 3 Months) will automatically populate the date range fields.

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
• Vaccination
• Vaccination Date
• Renewal Date

The Search bar lets you quickly look up customers.

To help you search efficiently use information like:

• Customer Name
• Pet Name
• Vaccination 

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

• Toggle Show Inactive OFF - Will hide inactive Pets.
• Toggle Show Inactive ON - Will 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 adding Vaccinations Types - Vaccination Types

On Adding a Pet Vaccinations - Adding Pet Vaccinations

Sending Vaccination Reminders - Vaccination Reminders