Statistics Reports

The Statistics Reports give you a way to see amounts applied for a given date range broken down by Payment Type, and a spreadsheet of the Total Amount Charged for a given date range by service that can be downloaded to Excel or a Tab-Delimited File.

To access the Statistics Reports, begin in the PetExec Menu-->Reports-->Statistics Reports.

From the Statistics Reports page you have the following options:

1. Select a date range by entering a start date and an end date in the respective boxes by either entering the date on your keyboard in the format mm/dd/yyyy or by selecting your date from the drop down calendar.

2. Click Search to bring up the report.

The first part of the report shows you the totals by payment type for the given date range.

3.  Gives you the total amount of all applied payments. 

Note: The "Not Completely Processed" entry will always be zero as an amount applied, but is there to provide a link into any records that may not have been completely processed through to the receipt.   The "Refund" payment type is generated from the Owner Payment/Refund screen when an employee picks "Refund" as the payment type.  It is treated exactly like any other payment type. If it is a positive number, it indicates a CUSTOMER payment (income).

4.  Shows you the Daycare and Boarding Count   Note:  Boardings will show the total number of days (if PetExec is calculating the days) or in the case of hourly boardings, the number of boardings.

 

The second part of the report is a spreadsheet that shows total of charges by service.  It can be sorted by Service, Service Type, Quantity and Total.  This part of the report can be downloaded to Excel or a Tab-Delimited File by clicking the buttons at the bottom of the page.

 

Last Modified: Monday, August 01, 2016 at 11:42 AM