Boarding reports
Cornerstone Boarding and Grooming provides a variety of reports to help keep your boarding facility running smoothly and allows you to track important information for analysis of the business.
Before you start
Security
Set access to these reports, as needed per role, under the Reports tab, in security.
- Boarding Cancelled List
- Boarding Census
- Boarding Check-in Report
- Boarding Combination List
- Boarding Exercise List
- Boarding Expected Check-ins
- Boarding Expected Check-outs
- Boarding Feeding List
- Boarding No Shows
- Boarding Occupancy Forecast Report
- Boarding Other Services List
- Boarding Res Recurrence Exception Reports
- Boarding Res Recurrence Report
- Boarding Scheduled Reservations Report
Setup
- Boarding documents
- Reservation types
- Cage types
- Reservations scheduled using the boarding module
Print boarding reports
Navigate to Reports > Find a Report > Boarding.
In the Reports list, click the plus [+] sign to the left of Boarding to expand the list of boarding reports.
Select the desired report and click Create report or double-click the report. The Boarding Reports window displays.
- The selected report will display in the Boarding report field. If needed, select a different report.
- In the From field, enter the date, use the arrow keys or press F2 to select the date for which you want to run this report.
- Some reports can be run for a date range. Enter the date range in the From and To fields.
- Some reports can be run for a date range. Enter the date range in the From and To fields.
- Select the Sort Order from the drop-down list. Select either ascending or descending order.
- Select the Frequency or frequencies to filter for this report, if applicable.
- Select the Status or statuses to filter for this report, if applicable.
- Select the Cage type to include on the report, if needed.
- Click Preview. Print or save the report.
Additional information
Boarding reports
- Frequency and status filters vary by report.
- The Boarding Expected Check-ins report will display every expected check-in up until the selected date range.
Example: It is 2/28. You run the report for 4/25. The report shows every expected check-in up until that date.
- A red R displays if the patient has over due or no reminders.
- Past due check-ins will display in red and with an asterisk at the end of the line. Past due is considered past the selected date range of the report.
Example: If the date is 2/28 and the date entered for the report is 4/25, anything before that date will be considered past due.
- The Boarding combination list is a list of feeding, exercise, medication and other services.
