📋 Overview
The Boarding Report is divided into two main tabs:
Active: Displays all current and upcoming reservations.
Canceled: Shows reservations that were booked but later canceled.
Each section offers its own table, filtering options, and downloadable CSV export.
🔍 How to Use the Boarding Report
Set Report Advanced Filter Parameters
Before generating a report, select the following:
Time Period: Choose a date range to include reservations based on either arrival or departure dates.
Run Report By: Decide whether to sort by Arrival Date or Departure Date.
(Optional): Filter by Ward or Resource for more targeted results.
Click View Report to generate the data.
📊 Active Reservations Tab
This tab shows all active or scheduled boarding stays. You’ll see:
Column | Description |
Arrival Date | Scheduled check-in date/time |
Client Info | ID, full name, and phone number |
Patient Info | ID(s) and name(s) |
Ward | Assigned ward (e.g., ICU, General) |
Resource | Cage, kennel, or boarding area |
Status | Reservation status (e.g., Upcoming, Ongoing) |
Departure Date | Scheduled check-out date/time |
Duration | Total length of stay |
💡 Use column sorting and filtering to quickly analyze patterns.
You can also click Download → Active CSV to export this table for external review.
❌ Canceled Reservations Tab
This tab lists any reservations that were canceled. It helps track cancellation frequency and spot potential issues (e.g., overbooking or client no-shows).
Column | Description |
Org. Arrival Date | Original scheduled check-in |
Client Info | ID, name, and phone |
Patient Info | ID(s) and name(s) |
Ward | Where the patient was scheduled |
Resource | Assigned boarding unit |
Cancellation Date | When the booking was canceled |
Org. Departure Date | Original check-out date |
Duration | Length of stay that was canceled |
This data can be exported via Canceled CSV.
💾 Downloading Reports
Click the Download button or use the Active CSV/Canceled CSV links to save your results in spreadsheet CSV or PDF format for further analysis or historical archiving.
📌 Tips
You must select a Time Period to generate the report.
If no data appears, check your filters especially - Ward or Resource - or widen the date range.
Use Arrival Date if you want to group pets coming in, and Departure Date if you want to monitor availability trends.
