Reports tell you what you need to know.

Summary of Reports:
Horse Info & Health
Financial
Breeding
Services
Contacts
Entry Blank Stickers

Horse Info & Health

Horse Information: Select the horse(s), then check the boxes within the filters to include any combination of information you need to see.

Horse Health: Select the horse(s) and record type(s), and select date range to see Health History.

Horse Due Dates: Select the horse(s) and record type(s), and select end date to see Health Due Dates until that date.

Horse Ownership: Select the horse(s) to view contact information for the horse owner.

Missing Health Records: Select the horse(s) to see what health record types don’t have an entry.

Temperatures: Select the horse(s) and a date range to view recorded temps for a time period.

Financial

Account Balances: View Account Balance Information for all Contacts.

Account Transactions: Select an account and a date range to see all transactions for that account during that time period. Filter by Transaction Type if desired. Use Report Results to print or save an Account Statement.

Invoices: Select an account and a date range to see invoices for that account during that time period. Click on an invoice to see applied payments. Here, you can view or delete invoices, or record a payment .

Payments: Select an account and a date range to see payments for that account during that time period. Click on a payment to see invoice(s) to which it was applied. Here, you can view, edit, and delete payments.

Credits: Select an account and a date range to see credits for that account during that time period. Here, you can view, edit, and delete credits.

Billable Items Status: Select a date range, then filter by record type, horse, owner, and billpayer to see a list of all billable items and their invoice status.

Billable Items List: Select a date range, then filter by horse and billpayer to see a list of all billable items for each horse, with individual totals for each horse. This list can help you prepare invoices in a different software.

Unassigned Records: Select a date range to display billable records that have not been assigned to an Account for the specified date range.

Breeding

Pregnancies: This report will show you information about the mares that are currently pregnant.

Ovulation: Select the mare(s) and a start date. Use this report to view Ovulation records.

Insemination: Select the mare(s) and a start date. Use this report to view Insemination records.

Foaling: Select the mare(s) and a start date. Use this report to view Foaling records.

Foaling Due Date: Select the mare(s) and a start date. Use this report to view Foaling Due Dates.

Pregnancy Monitoring: Select the mare(s) and a start date. Use this report to view records from Pregnancy checks.

Services

Services: This report will show you information about the Services you have recorded. Use this report to calculate income based on Service type and/or the Person who administered the Service, or to view Service Info filtered by Account/Horse/Dates/Admin by/and other field types.

Contacts

Contact Information: This report will show you information about the Contacts you have entered.

Billing Contacts: Select the horse(s) to see the details for the Billing Contact for each horse.

Entry Blank Stickers

Horses: Select the horse(s). Use this report to create Entry Blank Stickers with Horse Information. Please note that the report has been optimized to print on Avery 5160 or 8160 labels using the Google Chrome web browser.

People: Select the person or people. Use this report to create Entry Blank Stickers with People Information. Please note that the report has been optimized to print on Avery 5160 or 8160 labels using the Google Chrome web browser.

Remember: If data entry is a challenge, email data@stablesecretary.com and we’ll do it for you.

We are here to help.

All questions and suggestions are welcome.
Email support@stablesecretary.com.
Call (617) 564-1241.
Visit the Support Page.