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Reports & data

Create a general report

Choose the period, datasets, summaries, and file format for a general report, then generate it again from export history when needed.

Open the report builder

General reports are available to organization owners and admins. Open Reports > General and select Create report.

Choose the contents

  1. Select a preset period or enter a custom date range.
  2. Choose Stays, Payments, Daycare, Clients, or Animals and expand a dataset to select its columns. Clients and Animals export the full registry regardless of the selected period.
  3. Add any optional summaries you need, such as occupancy, revenue, activity, outstanding balances, or animals by species.

Generate and reuse the report

Choose Excel (.xlsx) or CSV, then select Generate report. The file downloads and the report appears in Export history with its period, contents, format, and creator.

Select Generate again beside a history entry to create a fresh download using the same saved selection.