Track actions that take place within the application — including login and logout information, wellness plan activities, and administrative actions. Filter by plan, pet, client, date range, user, or task type.

View all credit and debit cards that have already expired, including those not selected as a payment method.

View credit and debit cards expiring within the next 30 days.

View credit and debit cards expiring within the next 60 days.

View unpaid monthly fees set to be automatically charged in a selected month for plans in progress, paying as scheduled or completed, and renewal plans.

View payments where the most recent transaction was declined, returned, held for review, or had an error in a selected month.

View unpaid payments that are overdue as of today's date.

View unpaid payments due in a selected month that do not have the Auto Charge option enabled.

View payments with an upcoming due date that have already been marked paid.

View supplemental payments due in a selected month.

View items acknowledged by management as having the quantity used exceed the quantity allowed on a plan.

View items not yet acknowledged by management as having the quantity used exceed the quantity allowed on a plan.

View limited-quantity items that are underused on plans currently in progress or on hold in a selected year.

View limited-quantity items that were underused on plans completed in a selected year.

View all items used in a selected year.

View all items used in a selected month.

View group items automatically marked used because a different item associated with the group was used in a selected month.

View used items that were not matched to a plan and have not been addressed.

View information on specific actions performed as part of the Performance Tracking feature.

View transactions that were automatically processed in a selected month.

View transactions that were manually or automatically processed on a selected day.

View transactions that were manually or automatically processed in a selected month.

View transactions that failed because they were declined, returned, held for review, or had an error in a selected month.

View plans within a selected month or term with a monthly payment.

View plans in progress or on hold that have a paid-in-full payment configuration.

View cancelled plans set to automatically withdraw a monthly payment in a selected month.

View plans in progress and renewal plans without a selected payment method for collecting fees through the payment gateway.

View all plans currently in progress or on hold.

View plans in progress or on hold that are set to not renew at the end of the current term.

View initial plans added in a selected month.

View all plans cancelled within a selected month.

View all plans currently on hold.

View all plans currently in progress or on hold that include items added in addition to base items.

View plans in progress or on hold with an associated multi-pet discount.

View plans in progress or on hold with the initial membership fee waived.

View plans in progress or on hold associated with a pet marked deceased.

View the renewal status of plans ending in the selected month.

Displays a summary of settled and rejected transactions in a selected date range (default: current month), followed by a breakdown by transaction status, and a listing of transactions by settlement date and payment method.

View charges for new plans and charges for the total number of plans considered active during a selected time period.

View the total number of templates with active wellness plans and the total number of plans on hold or in progress. Administrators can access plans associated with a template using the List Wellness Plans link.

View wellness plans with a monthly configuration that will not have a payment collected in the future due to an issue — including payments marked paid manually, missing payment profiles, payments not set to auto-charge, plans on hold, plans stuck in the change plan process, expired cards, closed or flagged accounts, and client ID mismatches.

Provides a quick overview of item usage, broken into usage by date and usage on completed and cancelled plans within the current and previous period. Includes the number of items and total dollar amounts for used, unused, and overused items. An ending date range can be entered to view usage within a selected time frame.