Introduction
Pethealth, Inc. is proud to bring the PetPoint Portfolio Reports to all shelters, humane organizations, and rescues using PetPoint Professional (formerly PetPoint SMS). (PetPoint Lite is not currently available for use with the Portfolios.) The Portfolio is a great way to gather information on your day to day processes that are entered in PetPoint on a grand scale that will help you to leverage your statistics for your benefit against those of shelters in your state and country. This report is a total of 8 pages (defined below) including information which provides the value in dollars that ShelterCare, 24PetWatch and PetPoint bring to you every day.
To report accurate data, the organization count and information only includes those shelters with transactions during the report period.
Setup Instructions
The only setup required is that you add the user roles of "Executive Contact" to those end users who need to access the report. They will be included in future communications from Pethealth specific to the portfolio, and be able to access the Portfolios via the Report Website. Read more about user roles, and how administrators can add this to existing or new users, here.
Additional Details for the Portfolio Pages
Animal's ages are reported in two categories -
<year: includes animals under 12 months of age
year+: includes animals 12 months and older and animals with no date of birth or an invalid date of birth
Data conversion records are excluded from all portfolios.
Portfolios are currently reported in eastern time.
Download your copy of the following samples here: PetPoint Portfolio Sample
Shelter Statistics – Intake
Report provides the total count of all Intakes that occurred between report Start Date and End Date.
Age Category is as of Intake Date.
Pie charts: Add all Intakes and display the percentage by Intake Type.
Shelter Statistics – Outcome
Report provides the total count of all Outcomes that occurred between report Start Date and End Date.
Person data (have email address/phone #/zip code) is taken from person record created during live Outcome.
Age Category is as of Outcome Date.
Pie charts: Add all Outcomes and display the percentage by Outcome Type.
Shelter Statistics – Average Length of Stay by Intake Type
Report provides Length Of Stay (LOS) for animals with Outcomes between report Start Date and End Date grouped by Intake Type.
Age Category is as of Outcome Date
LOS numbers calculated from Intake Date to Outcome Date.
Bar charts: average LOS by Species & Age Category.
Shelter Statistics – Average Length of Stay by Outcome Type
Report provides length of stay for animals with Outcomes between the report Start Date and End Date grouped by Outcome Type.
Age Category is as of Outcome Date
LOS numbers calculated from Intake Date to Outcome Date.
Bar charts: average LOS by Species & Age Category.
Shelter Statistics – Animal Care Days by Intake Type
Report counts the number of “Animal Care Days” (total days for all active animals in the shelter during time period) between the report Start Date and End Date grouped by Intake Type.
Age Category is as of Intake Date.
Pie charts: Percentage of days by Intake Type.
Shelter Statistics – Animal Care Days by Outcome Type
Report counts the number of “Animal Care” days (total days for all animals in the shelter during time period) between the report Start Date and End Date grouped by Outcome Type.
Active animals as of report run date are classified as 'No Outcome'. Note: if Outcome happens at later date than first report run, new report will move animal from 'No Outcome' into group of actual Outcome Type.
Age Category is as of Intake Date.
Pie charts: Percentage of days by Outcome Type.
Shelter Statistics – Fees & Revenue
Report on average and total receipts created during the reporting period that are associated with Intakes and Adoptions
Detailed logic for Intake Fees is:
Any receipt with subtotal greater than $0 and receipt animal and person are associated with an Intake record, no restrictions on Intake type.
Only includes Items within one of the following Item Types: Intake Operation, Intake - Stray, Intake - Owner/Guardian Surrender, Intake - Return, Intake - Transfer, Intake - Wildlife, Intake - Clinic, Intake - Seized, Intake - Service
Detailed logic for Adoption Fees is:
Any receipt with subtotal greater than $0 and receipt animal and person are associated with an Adoption record, no other Outcomes are included.
Only includes Items within one of the following Item Types: Outcome Operation, Outcome – Adoption.
Pie charts: Percentage of Adoption revenue by Species & Age Category.
Pethealth’s Contribution to Your Shelter
For the reporting period:
ShelterCare Insurance Enrollment Costs = Number of ShelterCare Activations x $8.95
ShelterCare Gift of Insurance Claims Paid = ShelterCare claims paid to the individual shelter
24PetWatch Registration Savings = Number of microchip registrations x $5.00
PetPoint Software Value = Monthly Price x number of months fully “daily use”. Monthly Price is taken from current PetPoint Application Service Provider Agreement (shown below). Shelter’s Pricing Level is determined by actual Annual Intakes for the reporting period; if client was not fully daily use for the period, actual Intakes for the period are used to create a monthly average which is multiplied by 12 months to determine Estimated Annual Intakes.
24PetWatch Microchip Price Savings = Number of microchip registrations x $2.40
Last updated for Professional (formerly PetPoint SMS) February 23, 2010 - Melissa Wainscott
http://sms.petpoint.com/help/petpoint_portfolio.htm