Understanding The Pet Birthday Report

The Pet Birthday report provides a list of all Pets who have a birthday on the day you create your report. 

Pet Birthdays are obtained from each Pet Record where a "date of birth" has been entered.

The Pet Birthday Report can be filtered by:

• Pet Birthdays within a custom date range.
• Pet Birthdays for pets who are within a defined Client Area.
• Pet Birthdays with an "Actual" or "Estimated" (or both) Filter.

You can also:

• Email clients from the report sending a Happy Birthday message..
• Export the report in CSV format.

Tip: You can use the Pet Birthday Report to send a communication or maybe a small gift to your clients wishing their pet a Happy Birthday.

How do I view the Pet Birthday Report?

Navigation: Reports > Pet Birthdays

Note: By default, the Pet Birthday report is always set to the current date, includes "All Client Areas" and "Estimated and Actual" pet dates of birth.

How can I filter the Pet Birthday Report?

Navigation: Reports > Pet Birthdays

The Pet Birthday Report can be filtered by:

• (Optional) Add a filter, click "All Client Areas" drop-down and select an Area.
• (Optional) Add a filter, click "Estimated and Actual" drop-down and select "Estimated", "Actual" or both.
• Select a custom date range or use a quick report button, i.e. "This Week", "This Month."
  • To view the previous timeframe click the "<" button.
  • To view the next timeframe click the ">" button.
• Click "Reload" to view your customized Pet Birthday Report.

How do I email clients from the Pet Birthday Report?

Navigation: Report > Pet Birthdays

• Create your Pet Birthday report using the filters as described above.
• Select All or Individual Clients using the checkboxes adjacent to the client name.
• Click "Email."
• Select a pre-loaded Email Template, or create a new Pet Birthday template which automatically inserts the Pet Name.
• Click "Email Clients."

Example of an email sent to clients from the Pet Birthday Report:

How do I export the Pet Birthday Report?

Navigation: Reports > Pet Birthdays

• Create your Pet Birthday report using the filters as described above.
• Select All or Individual Clients using the checkboxes adjacent to the client name.
• Click "CSV."
• The Pet Birthday Report will then be downloaded onto your PC/Laptop/MAC in CSV format.

Example of the CSV download for the Pet Birthday Report.

Tip: Further Reading: How do I send my Clients a Pet Birthday Email?