You can use filters to customize the report:

Converted to customer:

• You can see all the potentials

• See only those converted to "real" customers

• See only those that haven't been converted

When was the last contact with this customer:

• See all

• Last contact was less than 1 month ago

• Last contact was more than 1, 3, 6, 9, 12 months ago

Dates when you added or registered this potential customer

Preferred language of the customer

This way, you can search for example, for potential customers added in the last 3 months, who have not yet been converted to customers and with whom there has been no contact for over 1 month, to send them an email, for example.

See more information:

Most reports include interactive charts. If you hover over the graph, you will see expanded information for each data partition.

Hide them:

You can hide or collapse them by clicking on the icon

You can send emails to one or more clients directly.

Simply select the clients you want to send the email to and click the button Send email

If a client does not have an email address, they cannot be selected.

By clicking, a pop-up window will open, where you can write a new email or select a template that you previously configured.

Templates are configured in the option Marketing > Settings > Email Templates > Your Email Templates

If you have selected a template, you can make any necessary changes.

By clicking on Send me a copy, you will receive a copy in your email.

By clicking on Send email , the email will be sent to all clients.

You can sort by clicking on the table header:

More information about search engines and sorting

By clicking on the customer's name or the invoice, you can open that information in a new browser tab.

You can export this information in the option Configuration > Data Management.

By clicking on the Print , button, a .pdf file is generated that you can:

• Save

• Print

• Email directly, for example, to the accounting department.

You can use filters to customize the report:

• From which locality

• From which province

• By postal code

• From which country

• By preferred language

This way, you can search for customers from a specific location and send them, for example, a promotional email or an email with relevant information.

See more information:

Most reports include interactive charts. If you hover over the graph, you will see expanded information for each data partition.

Hide them:

You can hide or collapse them by clicking on the icon

You can send emails to one or more customers directly.

Simply select the customers you want to send the email to and click the button Send email

If a customer does not have an email address, they cannot be selected.

By clicking, a pop-up window will open, where you can write a new email or select a template that you previously configured.

Templates are configured in the option Marketing > Settings > Email Templates > Your Email Templates

If you have selected a template, you can make any necessary changes.

By clicking on Send me a copy, you will receive a copy in your email.

By clicking on Send email , the email will be sent to all customers.

You can sort by clicking on the table header:

More information about search engines and sorting

By clicking on the customer's name, you can open that information in a new browser tab.

By clicking on the Print , button, a .pdf file is generated that you can:

• Save

• Print

• Email directly, for example, to the accounting department.

You can use filters to customize the report:

• Sex

• Breed

• By age range

• If sterilized

This way, you can search for animals of a particular breed, sex, age, ... and send their owners an email, for example, with a specific promotion for their pets.

See more information:

Most reports include interactive charts. If you hover over the graph, you will see expanded information for each data partition.

Hide them:

You can hide or collapse them by clicking on the icon

You can send emails to one or more customers directly.

Simply select the customers you want to send the email to and click the button Send email

If a customer does not have an email address, they cannot be selected.

By clicking, a pop-up window will open, where you can write a new email or select a template that you previously configured.

Templates are configured in the option Marketing > Settings > Email Templates > Your Email Templates

If you have selected a template, you can make any necessary changes.

By clicking on Send me a copy, you will receive a copy in your email.

By clicking on Send email , the email will be sent to all customers.

You can sort by clicking on the table header:

More information about search engines and sorting

By clicking on the customer's and pet's name, their profile will open in a new browser tab.

By clicking on the Print , button, a .pdf file is generated that you can:

• Save

• Print

• Email directly, for example, to the accounting department.