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 click on the Start conversation icon to send an email or a WhatsApp message to a customer.

• You can also select multiple customers to run an email campaign, meaning sending an email to several customers at the same time.

  You just need to select the customers you want to send the message to and click the button Send email

You can write the message yourself or select a template that you have previously configured in the option Marketing > settings > your email or WhatsApp templates.
Load the template content and make any changes you need for this specific sending, but don’t worry because this will not modify the original template.

In the case of mailing or sending to multiple users at the same time, if you click on Send me a copy, you will receive a copy in your email.

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 click on the Start conversation icon to send an email or a WhatsApp message to a customer.

• You can also select multiple customers to run an email campaign, meaning sending an email to several customers at the same time.

  You just need to select the customers you want to send the message to and click the button Send email

You can write the message yourself or select a template that you have previously configured in the option Marketing > settings > your email or WhatsApp templates.
Load the template content and make any changes you need for this specific sending, but don’t worry because this will not modify the original template.

In the case of mailing or sending to multiple users at the same time, if you click on Send me a copy, you will receive a copy in your email.

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 click on the Start conversation icon to send an email or a WhatsApp message to a customer.

• You can also select multiple customers to run an email campaign, meaning sending an email to several customers at the same time.

  You just need to select the customers you want to send the message to and click the button Send email

You can write the message yourself or select a template that you have previously configured in the option Marketing > settings > your email or WhatsApp templates.
Load the template content and make any changes you need for this specific sending, but don’t worry because this will not modify the original template.

In the case of mailing or sending to multiple users at the same time, if you click on Send me a copy, you will receive a copy in your email.

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.

Most reports include interactive charts. If you hover over the chart, you will see extended information about each data segment.

Hide them:

You can hide or collapse them by clicking the icon

• You can click the Start conversation icon to send a birthday greeting by email or WhatsApp to that customer.

• You can also select multiple customers to run an email campaign, meaning sending an email to multiple customers at the same time.

  You just need to select the customers you want to send the message to and click the button Send email

By default, the template that you previously configured in the option Marketing > settings > occasional email or WhatsApp templates. of the type Customer birthday greeting will appear.
Load the content of the template and you can make the modifications you need for this sending, but don't worry because this will not modify the original template.

In the case of mailing or sending to multiple users at the same time, if you click on Send me a copy, you will receive a copy in your email.

You can sort by clicking on the table header:

Clicking on the customer's name will open their profile in a new browser tab.

When you click the button Print , a .pdf file is generated that you can:

• Save

• Print

• Send by email directly, for example to the accounting department.