Time To Pet has a robust built-in reporting tool that allows you to generate a list of clients based on pre-defined filters. These filters can be combined in a multitude of ways to ensure you can quickly and easily segment your clients.
Note: This exact same reporting is also available when building mailing lists for Mass Emailing Clients.
In this article
Accessing Client Reporting
Generating a List of Clients
To begin, we need to add at least one filter. Click the " Add Filter" button:
From the popup select the required filter. You'll see that each filter is sorted into categories: General, Invoicing & Payments, and Scheduling.
A few filters require no additional information; however, many of them will ask for additional details:
Click the "Select Filter" button to add this filter to the list.
To remove a filter from the current list click the "X":
Using Multiple Filters
The real power of filters comes into play when multiple are combined together.
Multiple filters can be combined to only find clients that match all of the filters or match at least one of the filters.
You will notice that when more than one filter is added a new selector is available:
OR filters: Find clients that match at least one of the filters.
AND Filters: Find clients that match all of the filters.
Let's use an example to illustrate how the AND and OR functionality works.
Imagine the following two clients:
John Doe, Credit balance of $10 and added to the system on September 10, 2016
James Smith, Credit balance of $0 and added to the system on September 11, 2016
Imagine the two filters are applied:
OR Filters will result in both John Doe and James Smith being returned. John Doe matches both filters, and James Smith matches the second.
And Filters will result in only John Doe being returned. James Smith was added between Sep 10 - Sep 14, but he does not have any credit.