General

View general information about reports.

Reports Overview
Managers and administrators can view various reports to help manage wellness plans and item usage and track financial information within the Petly  Plans ...
Tue, May 12, 2015 at 4:05 PM
Preset Reports Summary
The following are preset reports available in the Petly Plans application. Reports can be accessed through the Menu  icon in the top left area of a page...
Tue, May 8, 2018 at 2:30 PM
Quick Look Revenue Reporting Guide
Petly Plans enables pet owners to say yes to your care recommendations. This can improve compliance and result in increased revenue for your practice. For a...
Tue, Sep 12, 2017 at 1:51 PM
Full Reporting Guide - Cornerstone
Petly Plans enables pet owners to say yes to your care recommendations. This can increase compliance and, ultimately, result in increased revenue for your p...
Fri, Mar 23, 2018 at 4:57 PM
Cornerstone Compliance Assessment Tool Setup Guide
Learn how to set up the Compliance Assessment Tool for a wellness protocol here.
Sun, Apr 1, 2018 at 9:02 AM