Organization Sales Report Overview

Use Cases/Overview:

All of DocuPet’s partners and any third-party vendors of their choosing may be provided access to DocuPet’s secure Reporting Application.

If you see this symbol  ( ) when in the reporting page it means you have “Organization Reports” access. This means that you have the ability to view all sales and remittance reports for your jurisdiction. This will consist of all sales associated with and made on behalf of your organization and are sorted by Vendor name.

How-To:

1. Go to the main page, and scroll to the “Reports” section.

2. From here highlight the “Organization Reports”  Icon.

3. When you highlight the Municipal symbol you will see the option to click “Sales Report”.

4. You will then see your organization pre-selected. If you have multi-jurisdictions, you can select from the drop-down menu. 

5. This will load a summary view of all License Product Sales. Columns include unit sales and revenue totals divided into columns showing DocuPet, Vendor and totals.

6. The “Processed by Vendor” column shows totals inclusive of all Vendors in the report.

7. By clicking on the “Licenses” row arrow, this reveals a breakdown of the above by License Product Type.

• License Product Types could include, “Altered Dog”, “Altered Dog - Senior Citizen”, “Late Fee”, “Replacement Tag”, etc.

8. To view a detailed breakdown of all transactions by License Product Type, you can click on the License Product Name and a listing of each transaction of that product type made by the vendor in that date range will now be revealed. This will include:

• Order date

• Pet Owner Name

• Unique Pet Owner ID (DocuPet ID), Pet Name

• Product Type

• Order Amount

• Payment Method

• Vendor Name

• Jurisdiction and Administrator Name (the person, if any, who processed the Order) will appear as columns.

9. The Pet Owner ID column includes a clickable field that will navigate the user directly to the Pet Owner record.

10. All of the report views can also be downloaded as PDF files. And detailed transaction reports can also be downloaded as formatted .xls files.