Client Reports

Our client reports help you stay on top of important information to know about your clients! By default, we’re showing you how things have been trending over the last 3 months, but feel free to pick any date range that you'd like to see!

⚠️ Please note that we can’t see into the future on this one, so there are no projections available for client data unlike with other reports in your dashboard.

Client growth

You can track how your clients have grown over time — whether that's total clients in your account, just active clients with appointments in the last 90 days, or how many new clients you've added in each period.

Client breakdown

To help you keep tabs on your best clients, there's a handy table showing your 5 top clients by lifetime spend (since you joined PetPocketbook), and another column to show the spend during the date range you've selected. You can tap "show all" at the bottom of this chart to see a full report of all clients sorted by spend as well if you'd like to dive deeper.

We also included a map showing how your clients are dispersed by location to help identify areas of growth or evaluate how you might be able to make your day-to-day more efficient based on where your pickups are.

Vaccinations

To help you keep track of vaccinations, you can view and filter pet vaccinations by vaccine, family, and status. If you have vaccination requirements for certain services, you can filter by vaccine to run a report on who's up-to-date vs. who's not in real time. You'll also be able to search by pets or their humans to look up specific pets' vaccinations. Tap "download" for a CSV of vaccination information.