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What is the purpose of each report?

iStable has many reports. The following article introduces the purpose behind each report. The reports are categorized to help navigation, and the list below shows the category > report name.

Activities > Completed Activities

This report shows all completed activities for all horses in your subscription. By using the sorting and filtering features, you can answer questions like: “What activities have I completed for this horse?” or “What horses have I completed this vaccination for in the last 6 months?”

Activities > Open/Scheduled Activities

This report shows all open/scheduled activities for all horses in your subscription. By using the sorting and filtering features, you can answer questions like: “What horses have a vaccination due today?”. One important thing to understand about our scheduler: We generate scheduled activities based on the criteria setup up to 7 days in advance. So if you have an activity setup to occur monthly, those activities will be only generated up to 7 days before they are due, but you won’t see those activities any further in advance than that.

Management > Days At Facility

This report asks for a date range, then presents each horse, and what facility they were in during that date range. For each facility, the elapsed time at the facility is shown.

Management > Horse Count by Date and Facility

This report asks for a date range, then for each day, presents the number of horses at each of your facilities. If the horse count is zero, no rows are displayed for that date/facility.

Management > Horse Owner Summary

The goal of this report it display each horse and it’s owners, including basic contact information for the owners(clients).

Management > Logistics

This report shows each horse and it’s logistics moves within the facilities you have setup. It provides a start and end date for each faclity.

Management > Stable Roster

This report shows each horse and basic information about the horse.

Management > Tattoo

This report shows each horse and it’s tattoo status.

Management > Email Notification Audit

This report goes through each horse, it’s owners(clients), and the corresponding people that have been setup for the clients. It then searches to see if email has been setup for these people, and whether or not they are subscribed to any notifications. iStable is about enabling easy communication with your clients (the horse owners), and this audit report should help you see if you have any communication gaps that you need to close for your horses.

Race > Lasix

This report shows each horse and it’s Lasix certification status.

Race > Race Commissions > Client Charge

You can use iStable to manage race commissions. When you do, these report shows the amount of commission that was charged to the owner(s) of each horse.

Race > Race Commissions > Employee Distribution

When you collect commissions from your clients, you can also setup for distributing portions of that to your employees. This report shows the amount of distribution due to each employee.

Race > Race Entries

This report shows a list of race entries for your horses. When it is initially run, it is filtered to display only future entries. For all previous entries, simply clear the filter.

Race > Race Nominations

This report shows a list of race nominations you’ve recorded for your horses.

Race > Race Results

This report shows a list of race results for your horses.

Race > Client License Summary

This report shows your clients, the states they are licensed in, and the expiration of those licenses.

Race > Silks Location

This report shows you the location of the silks for each client.

Custom Reporting > Custom Horse Report

This report is a little different. It presents a list of fields that we store about the horses, and allows you to select which of these fields you want to see on a horse. NOTE: This is a listing of static data about a horse, not it’s transactions (see activities and logistics reports for this data). But if you’d like a report with last coggins date, lasix certification date, and the horse’s breed, for instance, this is your utility for creating the report.

Once you’ve selected your fields, and hit run, the report will display. You can add extra fields if you like, and they report will update immediately on the screen.

All the sorting/filtering options are available to you.

The one option that isn’t available is the PDF export. This is because of the many different combinations of reports that are possible, we can’t properly pre-format for the PDF generator. However, you can export to CSV, and manipulate the formatting in excel.