View Records Online
Horse profile page
The Records tab on a Horse profile page shows the records for that specific horse, and can be filtered by Item type and Period date range (click the green button “Go” to apply filters). Records can be edited and deleted from this view.
If a horse has recurring records, a yellow info bar will appear. Click the title to expand the menu and view the active recurring records for that horse. Click the yellow button to edit the recurring record job.
Records page
Records List
Select options at the top of the page to filter Records.
- Filter by individual or multiple horses OR a tagged group of horses.
- Filter by individual or multiple contacts OR a tagged group of contacts.
- Filter by record type in the “Items” filter (all records, all health or service records types, or specific health or service record types).
- Select specific time periods to define how far back or forward to search for records. (Many times a missing record can be found by widening the date range of the search)
Records Calendar
The Records Calendar shows Notes; Health, Service, Breeding, Renewal records; Next Due/Past Due Dates for records; and Competition dates and entry due dates.
Filter Records on Calendar by Horse(s), Account(s), or Record Type(s).
View Records Calendar by month, week, day, or as an agenda. (Records Calendar Agenda is DIFFERENT than Schedule Agenda – learn more about that here: Schedule section Agenda view).
Share the Records Calendar by clicking the “Print” button. Use the destination drop menu in the print dialogue box to save the records calendar as a PDF to share as an attachment to anything OR print it to have a hard copy on hand.
View the Records Calendar on the mobile app within the Horse Activity Report. In the upper right of a horse activity report, click the calendar icon to switch to records calendar view to see all records that meet the search criteria, in a “week” calendar view.
View Records on Mobile app
Horse Profile page
Use the funnel button on the right hand side of the Records tab to sort and filter Records. If you wish to view records that are not included in the default date range, use the button at the bottom to run an Activity Report for that horse.
To edit or delete a record, tap it, make changes and tap “Save”, or tap the trash can delete icon in the upper right.
To add records to that horse, tap the small “+” button in the Records tab.
Activity Report
To view a list of Records on mobile app, go to the Reports and select Activity Report where you can filter records by horse, record type, account, and date range.
View Activity Report as a Calendar view by clicking the calendar icon in the upper right of the report.
Records can be edited or deleted from this report – make sure to press the “update” button at the bottom to save the changes. Tap the trash can that appears in the upper right to delete a record. Double confirm in the popup.
We are here to help. Please contact us with questions or suggestions.
Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.
Worried about getting all your information put in? Got a little behind on the day-to-day recording? Ask about our data entry services!
