Time To Pet has a robust built-in reporting tool that lets you generate a list of clients based on predefined filters. These filters can be combined in a multitude of ways to ensure you can quickly and easily segment your clients.

To begin, you need to add at least one filter. To do so, click on the Add Filter button:

The Add Filter pop-up will appear, allowing you to select from a dropdown list of all the filters available for client reporting. Filters are sorted into three categories: General, Invoicing & Payments, and Scheduling. Descriptions for each filter can be found below the name of the filter. Once you've found a filter you'd like to use, click on it to select it from the list:

A few filters require no additional information, however, many of them will ask for additional details. For example, selecting the Date Added To Time To Pet filter will then prompt you to enter a date range:
​

Once you have found the filter you would like to add to your report and have completed any additional steps, click the Select Filter button to add it to the list of filters you are using to generate your report.

To remove a filter from the current list, click the "X" next to the filter you want to remove:

You can add multiple filters at once to further narrow the list of clients you're generating for your report. When more than one filter is added, a new selector will become available that allows you to choose between OR Filters and AND Filters:

OR Filters - The report will find clients that match at least one of the selected filters.

AND Filters - The report will find clients that match all of the selected filters.

To illustrate how the AND and OR functionality works for our reporting filters, imagine the following two clients:

Imagine these two filters are applied:

Selecting the OR filter will result in both John Doe and James Smith showing up on the generated report. John Doe matches both filters, while James Smith matches the second.

Selecting the AND filter, however, will result in only John Doe showing up on the generated report. James Smith was added between March 10th - March 17th, but they do not have any credit, unlike John Doe.

There are three categories available for client filters that are listed below: General, Invoicing & Payments, and Scheduling. You can find a complete list of the available filters, along with a brief description of each one:

All Clients - All clients

Manually Deactivated Clients- Clients who have been manually deactivated in Time To Pet

Date Added To Time To Pet - Clients who were added to Time To Pet during the specified date range.

Profile Updated Between - Clients who have updated their profile during specified date range. Note: This only takes into account their profile; it does not take into account updates to their pet profiles.

No Portal Use - Clients who have not yet activated or logged in to the portal

Portal Activated - Clients who have activated their portal account

Clients With Referral Source - All clients that have specified a referral source

Using iOS/Android App - Clients who have downloaded and logged in to the iOS/Android App

Not Using iOS/Android App - Clients who have not downloaded and logged in to the iOS/Android App

Clients With Value on Profile - Clients that have a value set on their profile for a specific field. For example, contact information or a value set on a custom field

Clients Who Have Unsubscribed to Notifications - Clients who have opted not to receive notifications from Time To Pet

Clients With A Flag - Clients with one or more flags on their profile

Exclude: Manually Deactivated Clients - Excludes all Clients that have been set as inactive from their profiles

Manually Deactivated Clients - All Clients who have been manually deactivated in Time To Pet

Clients With Credit- Clients who have a credit of greater than $0.00 on their profile (See Understanding Open Payments And Credits In Time To Pet for more information on how credits and open payment differ in Time To Pet)

Clients With Open Payments - Clients who have open payments on their profile (See Understanding Open Payments And Credits In Time To Pet for more information on how credits and open payments differ in Time To Pet)

Clients With Past Due Balance - Clients that have a past due balance

Clients With Unpaid Invoices - Clients who have invoices that are unpaid

Clients With No Open Invoices - Clients who have no invoices with a balance due

Payment Method On File - Clients who have a bank account (ACH) or credit card on file in their profile

No Payment Method On File - Clients who do not have a bank account (ACH) or credit card on file in their profile

Scheduled Between - Clients who have a scheduled event/service in the date range set on this filter

Not Scheduled Between - Clients who do not have a scheduled event/service in the date range set on this filter. Note that canceled events are not considered scheduled, and therefore, a client with only canceled events during the supplied date range will not be included with this filter.

By Service- Clients who have used a specific service(s) in the date range set on this filter

Clients Scheduled On Day - Clients who are scheduled for events on a specific day. There is an additional option to filter by service and staff.

Clients Not Scheduled On Day- Clients who are not scheduled for events on a specific day. There is an additional option to filter by service and staff.

Client Template Filters - This filter will allow you to generate a list of clients based on whether they do or don't have a template. Optionally can filter on specific details of the template as well (clients who have/do not have a template, billing frequency, and approval method).