Reporting + BI

Know what you sold, to whom, and how.

One Reports screen answers how much you sold, to whom, through which channel, for which services, and how orders are moving. Pick the reports you want, filter once, and download the detail to Excel.

Illustrative Reports screen with gross revenue, orders, revenue per account and volume per channel (fictional data)

Illustrative mockup with fictional data.

The reports

Pick the cards you need.

Tick a report in the Settings drawer to add its card to the page. Your selection is remembered, and every card opens a full report with volume, revenue and a three-month comparison.

Revenue

Gross or invoiced revenue and order count, with a day-by-day line per account.

Order Volume

Orders per service type, and orders and revenue per veterinary account.

Top Sellers

Best-selling items per category: services, urns, jewelry, engraving, nameplates and more.

Items Sold Summary

Item, quantity, min and max price and total, with per-order detail and an Excel download.

Order Status and Location

Where orders sit in the workflow, and where pets physically are right now.

Species and Weight

Volume and revenue by species and by weight band.

Demographic

Volume and revenue by pet parent city and ZIP code.

Pet Delivery

How cremains go back: pickup, delivery, shipping and more.

Ecommerce Analytics

Website sessions and web orders for the range.

Settings and filters

Choose your reports, filter once.

Tick the reports you want in the Settings drawer. The sticky filter bar then applies to every report below it. Switch to invoiced orders only, choose accounts, and pick the date that matters for the question you are asking.

Requested datePick-up dateCheck-in dateService dateReturned dateExpected return date
  • Quick ranges: today, this month, last month, last 3 months
  • Filter by category and custom group for care centers
  • Full Year Report: revenue per account per month, per species and per service type
Reports Settings drawer with Financial, Order Data, Location and Website reports (demo data)
Order channels

Five channels, one set of rules.

Every report, from the care center to the veterinary portal and the corporate view, classifies orders with the same shared rules. The first match wins.

1

eCommerce

Orders on your online or self-service retail account, or tagged Ecommerce.

2

Referral Veterinarian

Orders that carry the Vet Referral tag.

3

Call Center

Orders first registered by a call-center agent.

4

Walk-ins

Orders on your designated walk-in account, or with no account.

5

Veterinarian

Orders from any other hospital account.

Right numbers for each audience

Everyone sees what is theirs.

All portals render the same Reports screen. What changes is the data each signed-in user is allowed to see.

Care center

Admins, office staff and IT

Every account of the care center, full order totals and every report, including Top Sellers, Items Sold Summary, Order Channels and the Full Year export.

  • Every account and full order totals
  • Average Per Type on the pre-tax subtotal
  • Items Sold Summary with order exclusions
Veterinary

Clinic users

Only the clinics they are attached to, and only the revenue billed to their account. Items the pet parent bought at the counter do not inflate the clinic’s numbers.

  • Revenue scoped to account-billed lines
  • Pet parent payment details hidden
  • Same channel rules as the care center
See the Veterinarian Portal
Beyond the dashboard

Operations reports your team actually uses.

Shifts, corrections, downloads and cremation logs, from the same data.

Shifts report

Clock in to clock out, reviewed in the office

Floor staff clock in and out in the Care Center app. The Shifts report shows totals per operator and one row per shift, with breaks, lunch, the fuel reading and notes.

  • Filter by dates, operator, shift and status
  • Open shifts show an On shift badge
  • Export CSV for payroll and review
Shifts report with totals per operator and one row per shift (demo data)
Correct a shift

Every change keeps a trace

Administrators can correct clock times, breaks, the fuel reading and notes, or close a forgotten shift. A reason is required, and the old value, new value, who and when are all recorded.

  • Corrected badge on changed shifts
  • Corrections included in the CSV export
  • Times checked before saving
Shift details with corrections history and the Correct this shift form (demo data)
Order list downloads

The detail, ready for Excel

From the order list, download the reports your team works from, filtered the way the list is filtered, including the Name Plates and All Items cut lists with special instructions.

  • Machine, freezer and daily operations logs
  • Revenue summary and accounts receivable
  • Pet parent payments
Order list download menu with report buttons (demo data)
Cremator Operator Log

Paper cremation forms, built for you

The Cremator Operator Log and IC Throughput Record are built from what staff already record: floor moves, machine temperatures, weights, pickup rounds and shift clock-ins. Pick the dates and download the log when you need it.

  • Individual cremations only
  • Pick dates, machine or chamber, shift and operators
  • Download Excel
Cremator Operator Log download window (demo data)

Real Angelpaw screens from a demo care center.

Decisions, not spreadsheets

Bring the numbers to the team meeting.

When revenue, volume, channels and operations live in one place, the conversation moves from gathering numbers to acting on them.

See the Dashboard

See Multi-Location Reporting

Care center team reviewing reports together
FAQ

Common questions

Which reports are included?

Revenue, Order Volume, Top Sellers, Items Sold Summary, Order Status, Order Current Location, Species and Pet Weight, Demographic, Pet Delivery, Order Channels and Ecommerce Analytics.

Can we export the data?

Yes. The Revenue card exports a revenue spreadsheet and the Full Year Report, Items Sold Summary has an Excel download, and the order list offers further downloads.

What do veterinary clinics see?

Only the clinics they are attached to, and only revenue billed to their account. Pet parent payment details are not shown in their exports.

How are orders assigned to channels?

With five shared rules checked in order: eCommerce, Referral Veterinarian, Call Center, Walk-ins, then Veterinarian. The first match wins.

Is there a report for staff shifts?

Yes. When shift tracking is on, the Shifts report lists every clock in, break, lunch and clock out, with totals per operator and a CSV export.

More in Decision Making

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