Reports

What it does — The reporting hub linking to the report types below.

What it does — Lists all health alerts from the past 30 days.

What it does — A list of pets and their owners' contact details.

What it does — Late notices — pickups/drop-offs or payments flagged as late.

What it does — Dog records from the past 30 days.

What it does — Build reusable assessment templates, complete an assessment for each pet, and Genera turns it into a polished one-page report card the owner can view in their portal and receive by email. Set a template up once (start from a preset such as First Day, Development, Training or Splash, or create your own), then add an assessment per pet, rate each question, attach photos and write a short message. Default templates get their own themed design; custom templates use a clean, generic one. Each assessment is one row: click it to open it, send it with Send report, and find everything else under the ⋯ button.

• Reusable templates — Create assessment templates from presets or from scratch, then reuse them for every pet. Click a template card to start a new assessment from it.
• Star ratings & photos — Rate each question out of five with tappable stars, add comments, and attach one or several photos that lay out neatly on the report.
• Draft or send — Save as draft keeps a finished report to your team; Finalise & send shares it and emails the owner. Send report on the row sends a draft whenever you're ready.
• Status at a glance — The Emailed column shows Sent (or Delivered, Opened, Bounced), Shared with Not emailed underneath, Draft with Owner can't see it underneath, or Awaiting finalise.
• One menu per row — View report, Download PDF and Edit live under ⋯, so each row has at most two buttons. Click the row itself to open it.
• Works on your phone — On a phone or tablet the list becomes cards with full-size Send report and ⋯ buttons.
• Themed report cards — Each finalised assessment becomes a one-page report. Default types such as First Day, Training and Splash get their own design; custom templates use a clean generic style.
• Download as PDF — Save any finalised report card as a polished PDF to print or send. Owners can download their own copy from the portal.

What it does — A list of vaccination types and status.