Wellness plans report overview
Modified on Wed, Oct 7 at 2:08 PM
Helpdesk Knowledge Base · Petly Plans · Reports
Wellness plans report overview
Updated 2026Applies to: Petly Plans · Administrators · Wellness Plans ReportsReading time: ~5 min
The Wellness Plans Report page provides links to several preset reports and an option to build a custom report. These reports help administrators and managers quickly retrieve information about active, cancelled, renewed, and on-hold plans.
Preset wellness plan reports
Available preset reports
Plans with Monthly Payments
View plans within a selected month or term with a monthly payment.
Active Plans Paid in Full
View plans in progress or on hold that have a paid-in-full configuration.
Cancelled Plans with Monthly Payments
View cancelled plans set to automatically withdraw a monthly payment in a selected month.
Plans without a Selected Payment Profile
View plans in progress and renewal plans without a selected payment method for collecting fees through the payment gateway.
Active Plans
View all plans currently in progress or on hold.
Active Plans Not Renewing
View plans in progress or on hold that will not renew at the end of the current term.
New Plans by Month
View initial plans added in a selected month.
Cancelled Plans by Month
View all plans cancelled within a selected month.
Plans on Hold
View all plans currently on hold.
Active Plans with Added Items
View all plans currently in progress or on hold that include items added in addition to base items.
Active Plans with Multi-Pet Discount
View plans in progress or on hold with an associated multi-pet discount.
Active Plans with Initial Fee Waived
View plans in progress or on hold with the initial membership fee waived.
Active Plans for Deceased Pets
View plans in progress or on hold associated with a pet marked deceased.
Plan Renewal Status by Month
View the renewal status of plans ending in the selected month.
Custom report — available filters
Click Build Custom Report to open the Advanced Filters page. Select one or more filter conditions and the application will return all matching plan records.
| Filter | Options and description |
|---|---|
| Wellness Plan Status | Filter by plan status. Options include: Active, In Progress, On Hold, Inactive, Canceled, Difference Paid, Difference Paying as Scheduled, No Payment Needed, Paying as Scheduled, Payments Paid Out, Opted Out, Completed, Plan Changed (legacy), Renewal, Automatic Renewal, and Manual Renewal. |
| Cancel Reason | Filter cancelled plans by the reason for cancellation: Pet Deceased, Client/Pet Moved, No Longer Owner, Financial, No Value, Default on Payment, Not Renewing, or Other. |
| On Hold Reason | Filter plans on hold by reason: Financial, Expired Card, Incomplete Account Information, Missing Documents, Deceased Pet, or Other. |
| Plan Type(s) | Filter by a specific category or categories of preventive care plans using the selection list. |
| Wellness Plan Renew Status | Do Not Renew — plans set to not continue; Renew — plans set to renew for the following term. |
| Pet Status | Filter by pet status in the PiMS: Active, Inactive, or Deceased. |
| Added Items | Both (all plans), Plan with Added Items (base + added items), or Plan without Added Items (base items only). |
| Payment Profile | Both, Payment Method Selected, or Payment Method not Selected. |
| Initial or Renewal Plans | Both, Initial Plans (first-year plans not yet renewed), or Renewal Plans (plans beyond the first term). |
| Plan Payments Configuration | Both, Paid in Full, or Monthly Payments. |
| Plan Start Date | Filter by plan start date using a Month & Year selection or a custom Date Range. |
| Plan End Date | Filter by plan end date using a Month & Year selection or a custom Date Range. |
| Plan Cancel Date | Filter by plan cancellation date using a Month & Year selection or a custom Date Range. |
| Plans within Term | View plans with a start date before and an end date after a selected month and year. |
| Miscellaneous | Waive Initial Fee — plans with the initial fee waived; Multi-Pet Discount — plans with a multi-pet discount applied. |
| Columns to Include | Select which columns appear on the report: Plan ID, Client ID, Last Name, First Name, Client Email, Pet ID, Pet Name, Pet Status, Start Date, End Date, Plan Type, Payment Configuration, Monthly Fee, Initial Fee, Cancel Date, Cancel Reason, On Hold Reason, Plan Status, Renew Status, Parent Plan, Payment Profile, Total Value of Used Services, Total Value of Unused Services, Total Value of Plan, Percentage of Services Used, and Multi-Pet Discount. |
Reading report results
The generated report displays the total number of records found and dollar amount totals based on the columns selected. Click the View Plan link to the far right of any record to open the Client Summary Page for that plan in a new browser tab.
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