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Control the Customer Report

Not every section of an assessment belongs in the report for pet owners. Internal notes, technical terms or intermediate steps don’t necessarily need to be seen by clients. With customer report control you decide exactly what ends up in the customer report – on two levels.

Per assessment: the eye icon

Section titled “Per assessment: the eye icon”

When editing an assessment, you’ll find an eye icon on each section. Use it to show or hide that section for exactly this report.

  1. Open the assessment for editing.
  2. Click the eye icon on the desired section.
  3. A crossed-out eye means the section does not appear in the customer report.

Eye open

The section appears in the customer report (default).

Eye crossed out

The section is shown internally only and hidden from the customer report.

As a default in the form

Section titled “As a default in the form”

If a field should generally never (or always) appear in the customer report, set this directly in the intake/assessment form – so you don’t have to set it again for every assessment.

  1. Open Settings → Intake Forms and edit the desired form.
  2. Enable the “Show in customer report” option for a field – or disable it.
  3. Save the form.

New assessments adopt this default automatically. The eye icon on the individual assessment overrides the default at any time for that specific case.