The Client & Pet Summary Report gives you a summary view of client and pet distribution, behavior patterns, and retention. Data is based on the appointment date.
Use it to understand how your client base is segmented, track first-time vs. returning clients, and identify which pet breeds or client groups generate the most revenue.
Client & Pet Summary Report
The report can be grouped by pet breed, business name, create date, state, city, zipcode, pet type, or pet code. Each grouping gives you a different lens on your client and pet distribution.
Client type definitions
Client type | Definition |
Prospect clients | Have a profile created but no appointment history within the selected time range. |
First-time clients / pets | Have 1 upcoming or 1 finished appointment within the selected time range. |
Returning clients / pets | Have more than 1 finished appointment within the selected time range. |
Second-time clients / pets | Have 1 finished appointment before the start of the selected time period. |
Clients on recurring schedule | Clients scheduled with a recurring appointment series. |
Rebooked clients | Clients who had at least one completed appointment during the selected period and at least one future non-cancelled appointment scheduled after that period. |
Average Review Score | The average review score received across the group of clients in the selected segment. |
📝 Note: Client type counts use duplicate counting — a client who visited twice in the period is counted twice in totals. See Understanding metrics in MoeGo Insights 👈 for the difference between unique and duplicate count.
Breed earnings
When grouped by pet breed, the report shows average earnings per breed — the average net sales per appointment for each breed. Use this to understand which breeds drive the most revenue per visit and where your services may be underpriced or in high demand.
Pet Incident Report
The Pet Incident Report is a detailed log of every incident recorded during a pet's appointment. It is designed for businesses that need to track and review safety events, injuries, or behavioral issues that occurred in their care.
Unlike most reports, the Pet Incident Report is based on the incident date — the date the incident was recorded — not the appointment date. It has no Group by and no Compare to option.
What's in the report
Column | What it shows |
Business name | The location where the incident was recorded. |
Incident ID | A unique identifier for the incident record. |
Incident date | The date the incident occurred. |
Time | The time the incident was recorded. |
Client name | The client associated with the pet involved in the incident. |
Pet name | The pet involved in the incident. |
Breed | The breed of the pet involved. |
Incident type | The category of incident as recorded by staff. |
Incident description | The free-text description of what happened, as entered by the staff member who recorded the incident. |
Created by | The staff member who logged the incident. |
Created at | The date and time the incident record was created in MoeGo. |
📝 Note: Incident date is the date the incident occurred. Created at is the date the record was entered into MoeGo. These may differ if the incident was logged after the fact.
Filters
The Pet Incident Report can be filtered by Business name only. Use the business selector at the top of the report to filter by location.
To find incidents for a specific pet or client, use the Download button to export the full report and search within the file.
When to use this report
Reviewing all incidents that occurred at a specific location over a period
Auditing incident history for a specific pet before a future appointment
Verifying that incidents were properly logged by staff after they occurred
Providing incident documentation for insurance or liability purposes