How do I view the Horse Weight Record?

How do I view the Horse Weight Record?

Recording horse weight is a good way of correlating between feed, exercise, medication and condition. How to record Horse Weight is described here: How do I add or delete a Horse Weight Record?

To view how a horse’s weight has progressed over time, you need to display its Horse Weight Record.

There are two ways to access this report.

  1. From the Reports page
  2. From the Horses page.

From the Reports page

Click on the main menu and select “Reports”:

010-Reports

Stable Manage displays the Reports page. Scroll down to the Horse Weight Record:

020-ReportsPage

Use the search box to find the right horse. In this example we have typed the characters “Ba” (1) to find “Barkley”. We then selected Barkley from the list (2):

040-HorseWeightRecordSearch

Stable Manage displays the Horse Weight Record described below.

From the Horses page

Click on the main menu and select “Horses”:

050-MainMenuHorses

Stable Manage displays the Horses page. Locate the horse, again we’ve identified “Barkley”:

060-HorsesPage

Click on the action menu button for the horse:

070-HorseActionMenuButton

Stable Manage displays the action menu. Select “Horse Weight”:

080-HorseActionMenu

Stable Manage displays the Horse Weight Record described below.

Horse Weight Record

From either route above Stable Manage will display the Horse Weight Record for the selected horse.

At the top of the screen there are date selectors from which a date range of up to a full year can be selected. By default the most recent year’s worth of records is shown.

On the right hand side a graph shows the progression of the horse’s weight over time for the selected period.

TIPS:

  • If a weight was provided when first adding the horse, you will see a Weight Record recorded with the note “Horse Added”. Similarly if you edit the weight of the horse on the Horse Details screen, a Weight Record will be automatically saved with the note “Horse Updated”.
  • Stable Manage builds up a graph of the horse’s weight over time. When the first weight entry is added there’ll be a single dot on the graph, so when the second is added there will be a line joining two dots. As more and more records are added, a trend curve will emerge showing up to the most recent 12 months.
  • On some web browsers, if a new Horse Weight Record is added while on this screen, the report will need to be reloaded in order for the graph to correctly display the updated record.

090-HorseWeightReport

Contact History Report

Contact History Report

The Contact History Report enables you to view details about the Schedule Entries within the selected Date Range, which are associated with a given Contact as Staff Contact, Entry Contact or a contact based Attendee.

The maximum date range is 31 days. The report includes information about any horse and also other attendee allocations on the Schedule Entries.

For example; you could choose to view all visits by a particular client within a given month, or all tasks assigned to a particular staff member or student in a certain time period.

The Contact Report is accessed from the Reports screen. Click the Reports item on the main menu.

Main Menu Reports Item

Click GO TO REPORT on the “Contact History” Report item:

Reports Screen Contact History

Alternatively, if you are already on another Reports sub-screen you can select the report from the Reports sub-menu:

Reports sub-menu Contact History

Another alternative, you can access this report from the Contacts list too:

Contacts - Contact History

 

From any of the above ways of accessing this report, Stable Manage will display the Contact History report screen shown below.

Click in the Select Contact search box to begin:

Contact History Click Select Contact

For this example I have typed “Anne Marie”:

Contact History Select Contact

Select the date range or leave the default values of the last 31 days:

Contact History Select Dates

Note that Stable Manage is displaying the contact I selected in the main body of the page. Click DISPLAY OR DOWNLOAD REPORT to see the Report options:

Contact History Selected Contact

Stable Manage displays four options:

Contact History Options

  1. DISPLAY SUMMARY REPORT
  2. DOWNLOAD EXCEL (.xls)
  3. DOWNLOAD CSV (.csv)
  4. RESET

The DISPLAY SUMMARY REPORT option displays a summarised version of the report in reverse date order, with all Attendees and Allocations rolled up into a single row:

Contact History Summary Report Displayed

The two DOWNLOAD EXCEL and DOWNLOAD CSV options will download a file of the respective file type, each of which includes an identical detailed report.

The detailed report contains the following columns:

  • Activity Type
  • Activity Sub-Type
  • Activity Status
  • Activity Date From
  • Activity Start Time (hh:mm)
  • Activity Duration (hh:mm)
  • Entry Contact Summary
  • Allocation Type
  • Horse Stable Name
  • Horse UELN
  • Horse Show Name
  • Horse Residential Status
  • Horse Activity Status
  • Owner Contact Summary
  • Attendee Summary
  • Staff Contact Summary
  • Activity Notes

IMPORTANT: Where a given entry on the report has allocations (either attendees or horses), there will be a row per allocation.

Remember that an allocation can be; just a horse, just an attendee (person) or both!
Where there is no horse on an allocation, the horse related columns in the report will be left blank – this is normal.

Contact Schedule Detailed Report XLS

RESET clears the form so that you can start over.

Please contact us if you have any questions about this or any other report function.

Service Provider Type Report

Service Provider Type Report

The Service Provider Type Report enables you to view details about the Schedule Entries having an Entry Contact of the selected Service Provider Type, within the selected Date Range. The maximum date range is 31 days. The report includes information about any horse and attendee allocations on the Schedule Entries.

For example; you could choose to view all Farrier visits within the last month, or all visits by your Feed Providers in the last two weeks and so on.

The Service Provider Report is accessed from the Reports screen. Click the Reports item on the main menu.

Main Menu Reports Item

Click GO TO REPORT on the “Entry History by Service Provider Type” Report item:

Service Provider Type Report Card

Alternatively, if you are already on another Reports sub-screen you can select the Report from the Reports sub-menu:

Reports Sub-menu

Stable Manage displays the Entry History by Service Provider Type report screen. Click the Service Provider Type item to begin:

Service Provider Report Screen

For this example I have selected Veterinarian:

Select Service Provider Type

Select the date range or leave the default values of the last 31 days:

Select Date Range

Click DISPLAY OR DOWNLOAD REPORT to see the Report options:

View Report Options

Stable Manage displays four options:

Report Form Options

  1. DISPLAY SUMMARY REPORT
  2. DOWNLOAD EXCEL (.xls)
  3. DOWNLOAD CSV (.csv)
  4. RESET

The DISPLAY SUMMARY REPORT option displays a summarised version of the report on screen, with all Attendees and Allocations rolled up into a single row:

Display Summary

The two DOWNLOAD EXCEL and DOWNLOAD CSV options will download a file of the respective file type, each of which includes an identical detailed report.

The detailed report contains the following columns:

  • Activity Type
  • Activity Sub-Type
  • Activity Status
  • Activity Date From
  • Activity Start Time (hh:mm)
  • Activity Duration (hh:mm)
  • Entry Contact Summary
  • Allocation Type
  • Horse Stable Name
  • Horse UELN
  • Horse Show Name
  • Horse Residential Status
  • Horse Activity Status
  • Owner Contact Summary
  • Attendee Summary
  • Staff Contact Summary
  • Activity Notes

Where a given entry on the report has allocations (either attendees or horses), there will be a row per allocation.

Remember that an allocation can be; just a horse, just an attendee (person) or both!
Where there is no horse on an allocation, the horse related columns in the report will be left blank – this is normal.

Display XLS or CSV

RESET clears the form so that you can start over.

Please contact us if you have any questions about this or any other report function.

Horse Owner History Report

Overview

Horse Owner History is a powerful reporting tool, which allows you to gather Horse History information based on the owner of the horse rather than just the horse in isolation.

How is it used?

As a Stable Manage user you can select an owner, any number of their horses, and a date range, and then view a summary or download a detailed report detailing every activity the horse(s) was associated with during the selected period.

If you choose to download the report, you can open it as a spreadsheet and perform whatever filtering or manipulation you like upon the report data. This data can be useful for multiple horse and owner functions, e.g. invoicing, training analysis, feed analysis, cost analysis and so on.

Main Menu

Owner History can be found on the Reports screen accessed from the main menu:

Main Menu Reports

Reports Screen

Horse History by Owner is top left. Click the GO TO REPORT button.

Reports Screen

Note that it is also possible to go to the Horse History report for an individual horse from this screen.

Owner History Screen

We’ve made this screen as simple as possible, with three basic steps:

  1. Select the Horse Owner you are interested in.
  2. Select individual Horses or leave blank to include ALL horses owned by the selected Horse Owner.
  3. Select the date range – up to one month of data can be downloaded at a time. The report is restricted to one month at a time because of the large quantity of data this can include.

Horse Owner History Screen

Summary Owner History

Viewing the Owner History on-screen shows a summary of the information in the report.

Summary Owner History

Detailed Owner History

Downloading the Owner History shows the full, detailed information in the report. We’ve selected a single horse for the example, with just a couple of recurring activities on her schedule.

Detailed Owner History (Excel)

 

What is the Horse History report and how does it work?

The Horse History report is a tool, which can be used for multiple purposes such as; an input to invoicing your clients, a source of data for the progress of each horse over time and a single point of reference for the activities of each horse. A horse is scheduled for activities on the Allocations screen.

A step-by-step guide to generating a report follows, including how you can download the report as an Excel (.xls) spreadsheet or a Comma Separated Value (.csv) file.

We have chosen Excel XLS and CSV files because both can be imported by almost any spreadsheet (office) software on any platform; Windows, Mac, Linux, iOS and Android..

For the example I will use a horse called Barkley at our fictional yard Taylor Dressage & Eventing.

Schedule

In the simple schedule below you can see there are a number of repeating activities to which Barkley has been allocated:

01-SimpleSchedule

We will view a Horse Schedule History report for Barkley.

Access the Horses Screen

From any screen in the system, click on the main menu and select Horses

02-MainMenu

Select Horse History

Identify the horse you are interested in and either, click the horse’s stable name (Barkley) or select Horse Schedule History from the horse action menu (cog icon) on the right hand side.

03-Horses

I select Barkley and Stable Manage loads up the Horse Schedule History screen.

Horse History

By default the system will display the most recent month’s worth of activities that are on his schedule across all activities.

Select Activities

Click SELECT ACTIVITIES.

04-ClickActivities

Stable Manage displays a popout form where you can tick or un-tick the activities you are interested in. For the sake of our example I have left all activities selected (ticked).

IMPORTANT NOTE: Activities can be used to fine tune the report you wish to generate, for example you might select activities influencing client invoicing, health, training and so on.

05-ActivitiesPopoutClick the CLOSE button to hide the activities popout again.

06-CloseActivitiesPopout

Select a Date Range

A Horse History report can contain a large amount of data so we recommend limiting your selected date range to something manageable and relevant to your needs. For our example I have selected a single month.

Click FROM and select the start date for your report. I have selected October 1st:

07-From

Click TO and select the end date for your report. I have selected October 31st:

08-To

Generate and/or Download

Optionally you can click DISPLAY REPORT to refresh the simplified version of the report displayed by default on screen:

Note the HORSE DETAILS information displayed at the top of the screen. As well pertinent information about this horse, this also includes the yard where the horse is resident, owner contact summary and the horse’s residential status. In our example Barkley is Full Livery.

09-WebView

At any time you can click the DOWNLOAD REPORT button to open the download menu, where you can select to download the report for the horse, activities and date range currently selected. The download options are an Excel (.xls) spreadsheet or a Comma Separated Value (.csv) file:

10-Download

Your web browser will either download the report directly to your default downloads folder or it will ask where you wish to save the file. The file is named: “<stable name>_<from date>-<to date>.xls/.csv” by default.

This means that we have the following report file name downloaded: “Barkley_2015-10-01-2015-10-31.xls” in our example.

When opened in spreadsheet software the report appears as follows:

11-Spreadsheet

The data in the report can then be used for whatever further purposes you wish, such as accounting, invoicing or data analysis.

Please get in touch if you have any questions or suggestions.

Update and a major release!

Hi everyone,

Things have been a little quiet from us while we have prepared for the new release of Stable Manage which we deployed this morning. The release includes the following changes:

Invoicing Report

You can now download a spreadsheet report (Excel or CSV) of the activities for any horse during a time period of your choice.
The spreadsheet can be imported into external accounting systems or could used directly to assist with invoicing.
This will be of particular use to trainers, livery yard owners and breeders, or anyone needing to see what has happened for a given horse across a period of time. For example, how many farrier or vet visits the horse has had, how many schooling sessions and so on.

Look & Feel

We done the first part of some major visual improvements to make Stable Manage easier to use.
For example, you will find menus that are easier to find and a more consistent look and feel throughout the system. We’ll be rolling out more improvements over the next few releases.

Some examples in our “photo” albums: https://www.facebook.com/media/set/…

Other Minor Changes

We’ve added facility types dedicated to “land”; for example trekking trails, beaches and fields.
You can now record height and weight of attendees, which will be of interest to riding schools and tourist focused riding centres.

We’ve fixed several small bugs too!

Catch Up

Over the last few weeks, we’ve been talking to the folks who signed up before and during the Dublin Horse Show – thank you for your on-going input. If we haven’t contacted you yet however, we will reach out over the next couple of weeks.

In the meantime, feel free to contact me directly particularly if you are having any trouble getting started. We want to help!

Thanks :)