How to view Location and Status Report
The Location and Status report is a very useful report when going live with your Prism portal, and ongoing.
This report allows you to:
- quickly identify where all your horses are, how long they have been there and how long they have been in that Status for; and
- quickly identify the historical location and status of each horse over a selected time period.
Navigate to Reports, then Horse / Location Status
- Current - to view current location and status of each horse; or
- Historical - to view location and status of each horse over a specified time period, including when changes occurred. Select a FROM and a TO date.
Apply Horse, Location and Status filters as desired, then click SEARCH. You can view, print or export to CSV. You can record Notes within the report to aid your operation.
MARES WITHOUT BOOKINGS This report identifies any broodmare without a booking to a Stallion in the selected season. Go to Breeding > Mare No Booking to access the report. The Season will default to the current year, but you can change the season. ...
What are Reports?
The Reports Module is a powerful reporting tool that allows you to access detailed data on your entire Stable operation. The Reporting module runs automatically in the background allowing you to review key elements of your business over key periods. ...
How to check email status
You can view the status of each email sent to owners, via the Report Module > Email Log. 1. Select the Date Range 2. [Optional] Enter the Owner's Email Address in the Recipient box, or enter part of the Email Subject (e.g. a horse name) 3. [Optional} ...
How to change Horse Location and/or Status
There are two ways to manually modify a current Horse's Location and/or Status. Edit Location/Status Add Location/Status History Edit Location/Status Beneath the Horse Name on a horse's profile, click the Edit pencil. Then modify the Location and/or ...
How to perform bulk Location & Status, Barn/Paddock, Horse Type and Horse Category updates
Rather than updating each horse individually, you can update the following information for multiple horses in bulk. Location & Status Barn / Paddock Horse type (Breeding users only) Horse category (Breeding users only) Weanlings (Breeding users only) ...