A saved report remembers what to include, so it's easy to keep a few for different jobs. Here are some worth setting up. Learn how to build and save a report.
| Report | Settings to use |
|---|---|
| Sitter handoff | All pets, with Profile, Custom fields and Current medications. Print it, or leave it with your vet's number. |
| Emergency info | Profile, Custom fields, Diagnoses and Current medications, 30 days. Keep the PDF on your phone. |
| Insurance claim | One pet, Custom dates around the illness, with Diagnoses, Activity log and Photos. |
| Monthly check-in | All pets, 30 days, with Routine doses turned on, to see how the month went. |
| Supply check | Turn on Cabinet stock and turn off the rest, before a shopping trip or pharmacy call. |
| New home or adopter | One pet, All time, every section. Useful for fosters handing over a pet. |
| Second opinion | One pet, All time, with Diagnoses, Body map and Photos, for a specialist. |
PDF or Excel?
- PDF is easiest to read, print and email.
- Excel puts each section on its own sheet, handy if you want to sort or chart the data yourself.
Important: Reports can include full history, so only share them with people you trust with your pet's records.