Guide to Reports in Revelation Pets

 

Overview: What are we talking about?

Revelation Pets has a variety of reports to help you manage your business, below we will review each report at a high level. Our Support Team is available (support@revelationpets.com) to assist with any additional reporting related questions. 

 

This article includes: 

• Reporting Features
• Arrivals Report
• Departures Report
• Bookings Report
• Occupancy Report 
• Appointments Report
• Training Report 
• Deposits Payments 
• Outstanding Payments
• Sales Report 
• Payment Report
• Birthday Report
• Vaccine Expiry Report 
• Feeding & Medical Report
• Waiting List Report 
• Tips Report 
• Subscriptions Report

 

Related Articles:

• How to Enable the Pet Details Icon
• Rev Pets Payments Overview
• Rev Pets Payments specific reporting

 

Reporting Features

All reports (except for Rev Pets Payments specific reporting) can be launched from the Reports tab. 

 

1. Filtering: Reports with dropdown bubbles including, Services, Status, and Pet Type, at the top right-hand corner of the launched report have filtering capabilities. The tick boxes within each dropdown can be used to spotlight specific aspects of the report. Once you have selected or de-selected the tick boxes of interest, you can filter the report by clicking "Go". 

 

2. Adding and Removing Columns: Reports displaying a "Columns" dropdown allow default displayed columns to be updated. Once you have selected or de-selected the tick boxes of interest, you can add or remove columns by clicking "Go". 

 

3. Saving a template: Reports displaying a "Saved" dropdown allow for a template of any reporting edits you have made to be saved as a template for quick reloading of reporting details. 

 

4. Printing or exporting reported information: Reports displaying a "Tools" dropdown allow for the reported information to be printed or exported. Depending on the report, additional selections may also be present in the Tools dropdown. 

5. Sorting reported information: Reports displaying column headers in light blue have sorting capabilities. You can click on these sortable headers to reorganize the reported information to display as ascending or descending. 

 

Arrivals Report 

• Default date range - Today's date
• Can be filtered? - Yes
• Columns can be added or removed? - Yes
• Can be printed or exported? - Yes
• Can be sorted? - Yes 

Pro tips for the arrivals report:

1) Pets can be checked in directly from the arrivals report. 

 

2) If you are a facility that uses the Activity Page (more on the Activity Page feature HERE), then you can add the "Progress" column to the arrivals report to quickly update pet parents. 

 

Departures Report

• Default date range - Today's date
• Can be filtered? - Yes
• Columns can be added or removed? - Yes
• Can be printed or exported? - Yes
• Can be sorted? - Yes 

Pro tips for the departures report:

1) Pet's can be checked out directly from the departures report. 

 

2) If you are a facility that uses the Activity Page (more on the Activity Page feature HERE), then you can add the "Progress" column to the departures report to quickly update pet parents. 

 

Bookings Report

• Default date range - One week, the end date is today's date
• Can be filtered? - Yes
• Columns can be added or removed? - Yes
• Can be printed or exported? - Yes
• Can be sorted? - Yes 

Pro tips for the bookings report:

1) You can add pet's breed information as a displayed column.

 

2) Cancellation reasons and notes display by default. 

 

Occupancy Report

• Default date range - Today's date
• Can be filtered? - Yes
• Columns can be added or removed? - Yes
• Can be printed or exported? - Yes
• Can be sorted? - Yes

Pro tip for the occupancy report:

1) If you are a facility that uses the Activity Page (more on the Activity Page feature HERE), then you can add the "Progress" column to the occupancy report to quickly update pet parents. 

 

Appointments Report

• Default date range - One week, the end date is today's date
• Can be filtered? - Yes
• Columns can be added or removed? - Yes
• Can be printed or exported? - Yes
• Can be sorted? - Yes

Pro tips for the appointments report:

1) The appointments report can be filtered by "Who" (i.e. by Specialist). 

 

2) If you are a facility that uses the Activity Page (more on the Activity Page feature HERE), then you can add the "Progress" column to the appointments report to quickly update pet parents. 

 

Training Report

• Default date range - One week, the end date is today's date
• Can be filtered? - Yes
• Columns can be added or removed? - Yes
• Can be printed or exported? - Yes
• Can be sorted? - Yes

*Please note: the training report is specific to series-based training classes built out in our Training Module, more on the Training Module HERE. 

 

Pro tips for the training report:

1) You can mark attendance directly from the training report. 

 

2) You can add pet's breed information as a displayed column.

 

Deposits Report

• Default date range - The last 6 months of deposit requests
• Can be filtered? - Yes
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - Yes 

*Please note: We have a robust article that focuses solely on deposit related features, you can view that article HERE. 

 

Pro tip for the deposits report:

1) With our payments integration (Rev Pets Payments), you can send a request for a deposit payment directly from the deposits report. 

 

Outstanding Payments Report

• Default date range - The current calendar year YTD
• Can be filtered? - Yes
• Columns can be added or removed? - Yes
• Can be printed or exported? - Yes
• Can be sorted? - Yes

Pro tips for the outstanding payments report:

1) You can use the checkbox column to select multiple bookings, from multiple pet parents and mark those bookings as paid (using non-integrated payment types). 

 

2) Similar to the functionality noted above, you can run an outstanding payments report for a specific pet parent. Navigate to the pet parent's profile » click the "Outstanding" line. 

 

When you launch an outstanding payments report for a specific pet parent, you can select multiple bookings and mark those bookings as paid using integrated payment types (more on Rev Pets Payments HERE) as well as non-integrated payment types. 

 

Sales Report

• Default date range - The last month, the end date is today's date
• Can be filtered? - No
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - No

*Please note: The Sales Report is a tally of booking totals by booking creation date (i.e. when the sale was made). You can set up a time range and the report will reflect the amount of every booking created within that time frame regardless of the paid status. The Payment Report is a list of all payments made against any booking in the Payment section of the booking. 

 

Pro tip for the sales report:

1) By clicking the "Chart" button, you can see how your sales compare to last year's sales. 

 

Payment Report

• Default date range - The current month
• Can be filtered? - No
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - No

*Please note: The Sales Report is a tally of booking totals by booking creation date (i.e. when the sale was made). You can set up a time range and the report will reflect the amount of every booking created within that time frame regardless of the paid status. The Payment Report is a list of all payments made against any booking in the Payment section of the booking. 

 

Pro tip for the payment report:

1) By clicking the "Chart" button, you can see how your payments compare to last year's payments. 

 

Birthday Report

• Default date range - The current month
• Can be filtered? - No
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - No

*Please note: Rev Pets has an automated birthday email you can enable, learn more about that feature HERE. 

 

Vaccine Expiry Report

• Default date range - The current month
• Can be filtered? - No
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - No

*Please note: Rev Pets has an automated vaccine expiry email you can enable for pet parents, learn more about that feature HERE. 

 

Feeding & Medical Report

• Default date range - Today's date
• Can be filtered? - No
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - No

*Please note: Feeding & medical information can also display on the kennel/boarding card, more on kennel/boarding cards HERE. 

 

Pro tip for the feeding & medical report:

1) You can use the provided tick boxes to help manage food and medication distribution throughout the day. 

 

Waiting List Report

• Default date range - The next 6 months, the start date is today's date
• Can be filtered? - No
• Columns can be added or removed? - No
• Can be printed or exported? - No
• Can be sorted? - Yes (by arrival, departure, or created date) 

*Please note: If you do not have availability (or would like to save a booking as a draft), you can click the blue "Add to Waiting List" button in the bottom left corner of the detailed view of a booking. 

 

Once a booking is placed on the waiting list, you will see an alert on the Home Page if a run/space becomes available over the dates of the booking.

 

There is also an option to have the waiting list functionality on the Online Booker. When enabled your pet parents to be able to add their booking requests to your waiting list if you do not have availability. If pet parents select to add their booking request to your waiting list, you will receive an email informing you a new booking has been added to the waiting list.

 

 

Pro tip for the waiting list report:

1) Enable the Pet Details Icon to have quick access to essential pet details when managing wait list requests. Navigate to Account Settings » Pet Types » tick the box next to "Display Pet Details icon for all pet types"

 

2) Click on a booking from the waiting list to view additional details like pet parent notes, pet notes and missing booking details. 

 

Tips Report

• Default date range - One week, the end date is today's date
• Can be filtered? - No
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - No

*Please note:

1) We have a robust article that focuses solely on the tips feature, you can view that article HERE.

2) You can enable a tipping prompt on our integrated terminal. You can learn more about Rev Pets Payments HERE. 

 

Subscriptions Report

• Default date range - All active subscriptions
• Can be filtered? - Yes
• Columns can be added or removed? - No
• Can be printed or exported? - Yes
• Can be sorted? - No

*Please note:

1) We have a robust article that focuses solely on the daycare credits and subscriptions, you can view that article HERE.

2) Subscription functionality is a feature exclusive to Rev Pets Payments, you can learn more about Rev Pets Payments HERE. 

 

Pro tip for the waiting list report:

1) You can cancel subscriptions directly from the subscriptions report. 

 

Our Support Team is available (support@revelationpets.com) to assist with any additional reporting related questions.