Printing from Dashboard

The Dashboard lets you print a PDF or export an Excel list of the appointments currently displayed. Filter the view by appointment module, daycare room or type, assigned employee, or status to create a focused list for your needs. Only the appointments shown on the Dashboard are included in the report.

Filtering appointments

The PDF and Excel will only include appointments shown on the dashboard.  You can filter appointments by changing the view.  There are filtering options on all view options but Full Day View has more options.

Example are:

Showing only Board appointments

Daycare – Showing only a particular room/type’s list of appointments.

Click on Daycare Module and search for Puppy Room to include only those appointments.

Employees – Search for the employee name to only show appointments assigned to that person.

Status – X out of the options to be hidden.  For example, you might want a list of only pets who are on the waitlist.  Click the X on Arriving, Checked In, Departing, Checked Out and Cancelled to get only a list of waitlist pets.

Once you have printed the report, click on the Arrow to show the columns again on the Full Day View.

PDF file

Excel file

Key Points

·        Create targeted appointment lists by filtering out appointments you do not need.

·        Print a PDF for a convenient reference or sharing.

·        Export to Excel to organize and review appointment information.

·        Focus on specific groups, such as a daycare room, an employee’s assigned appointments, or waitlisted pets.

·        Use the current Dashboard view to control which appointments appear in the report.