Reports

Appointment Reports

No-show, recheck, scheduling productivity, and priority appointment reports.

No-Shows

The No-Shows report provides a list of clients marked as no-shows in HQ, helping you manage missed appointments and follow up.

  • Clinics often use this report to have volunteers or staff call clients and schedule a new appointment.
  • Filter by time period/date and sort by client name or animal species.
  • Export to a spreadsheet to access client phone numbers and emails — call to notify them, or send the e-appointments link to rebook.

Recheck Report

The Recheck Report provides more detailed recheck data than the Master Report. It helps clinics identify root causes for post-surgical complications and make protocol changes to prevent them.

Rechecks in HQ are only for animals that received a spay/neuter surgery. Filter by time period and use the dropdowns to organize results.

Navigate to Reports > Recheck Report.

Fields included in the report:

  • Last recheck date / Previous appointment date
  • Client first & last name, address, phone (home & cell), email, client type
  • Animal ID, name, species, sex, breed, age (years and months), weight, animal type
  • Reason for recheck
  • Original vet name / Recheck vet name
  • Recheck notes

Appointment Scheduling Report

A productivity report showing how many appointments were scheduled per day and by which user.

  1. Go to Reports > Productivity > Appointment Scheduling.
  2. Choose a date range to review appointments scheduled during that time.
  3. Results break down by appointment type and user.
  4. If your clinic uses mobile scheduling, filter by location.

Note: This report shows appointments created on the selected date for future days — not appointments occurring on that date.

Priority Appointment Metrics

Priority Appointments are allocated to public clients who request appointments online through the E-appointment system. This report provides insight into how many have been completed (checked out) for the selected date range.

  • Once priority setups and custom fields are configured, HQ automatically matches clients with available appointments based on your criteria.
  • Track how many priority appointments have been booked from the tiles on the Spay/Neuter calendar.
  • The counts and percentages reflect appointments that have been checked out during the selected date range.

Funding Reports

Partnership metrics, donations, and subsidies summary reports.

Death Report

Access data on animal deaths to identify patterns and improve care.