Reports
Reports let you pull together horse, health, event, and feed data into a single view that you can review on screen and download. Reports are an Essential-plan feature and open at /reports. Access requires the report read permission; see Roles & permissions.
You can also open a report scoped to a single horse from that horse's profile — see Per-horse Reports tab below.
Available reports
Choose a report from the Report Type selector at the top of the page. The following reports are available:
| Report | What it shows |
|---|---|
| Upcoming Expirations Report | Records and certificates coming due, by date range. |
| Appointments/Events Report | Events and appointments, filtered by event type and date range. |
| Horse Health Records Report | Health records, filtered by record type (Vet, Dentist, Farrier, Vaccination, Deworming, Medication, Other) and date range. |
| Horse Lease Report | Lease details for the selected horses over a date range. |
| Horse Roster Report | A roster of horses, filtered by status, health, location, and function. |
| Multiple Coggins Certificates | Coggins certificates for the selected horses, with downloadable certificate files. |
| Feed Report | Feed information for the selected horses. |
| Attendance Report | Event attendance over a date range, filtered by event type (Lesson, Show, Other, and any custom types). |
Generating and filtering a report
- Select a Report Type.
- Set the filters that apply to that report. Depending on the report, these include a date range, an event type or record type, and roster filters (status, health, location, function).
- Select the horses to include. Use the report's horse filter, or click Advanced Select to pick horses by category. (Some reports, such as the Attendance Report, don't require a horse selection.)
- The report preview updates automatically once the required filters are set. Until then, the page tells you which filters are still needed.
Default date ranges are filled in for you based on the report type — for example, the Upcoming Expirations and Appointments reports default from today through the end of the year, and the Attendance Report defaults to the last three months.
On a phone, use the filter button to open the filters panel.
Downloading and exporting
When a report has data and all required filters are set, a Download Report button appears in the page header.
- Most reports download as a CSV file.
- The Feed Report offers a download dialog with extra PDF options, including font size, page orientation, horses per page, and view type, in addition to CSV.
- The Coggins Certificates report shows a download link for each certificate file directly in the table.
PDF export is currently available for the Feed Report only; other reports (including the Attendance Report) export as CSV.
Per-horse Reports tab
Each horse profile has a Reports tab that opens the same reporting tools pre-filtered to that horse (/horses/:horse_id/reports). Use it to run any of the reports above for a single horse without having to select it manually. All the filtering and download options described above apply.