A saved report remembers which pets, dates and sections to include, so you can download an up-to-date PDF or Excel file whenever you need it, like before every vet visit.
Before you begin
Making reports needs Reports & exports in your household role.
Create a report
- Go to Insights, open the Reports tab and select New report.
- Enter a Name, like "Bailey · Vet visit".
- Under Pets, choose All pets or select specific pets. All pets means your active pets; to include a pet who is archived or has passed away, select them by name.
- Under Dates, choose 30 days, 90 days, 6 months, 1 year, All time or Custom. Ranges count back from the day you make the file.
- Under Include, choose the sections: Profile, Custom fields, Diagnoses, Current medications, Routine doses (given, skipped, not logged), Activity log, Body map, Photos and Cabinet stock. Routine doses and Cabinet stock are off until you turn them on.
- Under Activity log, choose All trackers or specific ones, and whether to include Medication doses, Body map notes and Diagnosis entries.
- Select Save report.
Download the file
Select a saved report to open it. Next to PDF or Excel, select the download button to save the file, or the preview button to open it in a new tab. Both files follow the sections you chose.
Change, sort or delete reports
- Select Edit on a report to change it. To delete it, select Delete report in the same sheet and confirm. Only the saved setup is removed; nothing you've logged is touched.
- With two or more reports, sort by Name, Created or Edited. Select the active option again to reverse the order.
Important: Reports can include full medical history and photos. Only share them with people you trust with your pet's records.