Last In Report

Location: Reports > Lists > Last In Report

The Last In Report is a powerful client list report used to identify which clients were or were not in your business within a selected date range. It pulls the most recent visit within that range (for the "were in" options) and includes key contact details, making it ideal for follow‑ups, marketing, cleanup, and analysis.

What the Last In Report Is Used For

Businesses commonly use the Last In Report to:

• Follow up with clients who have not visited recently

• Identify loyal or regularly visiting clients

• Build targeted email or mail‑merge lists

• Re‑engage inactive or lapsed clients

• Clean up old or inactive client records

• Cross‑reference clients against packages or invoices

• Segment clients by module, date activity, or visit patterns

How the Report Works

Depending on the option selected, the report will:

• Last In Since – Clients who have had an appointment since a chosen date.

• Not In Since – Clients that did not have an appointment since a chosen date.

• In Between Dates – Clients who did have an appointment at least once in a date range.

• Not In Between Dates – Clients who didn’t have an appointment during the date range

Each result row includes:

• Client name

• Pet name

• Phone number

• Email address

• Last In Date

• Module (Boarding, Grooming, Daycare, Special Services)

How to Run the Last In Report (Step-by-Step)

Follow the steps below to generate a Last In Report.

Step 1: Navigate to the Report

1. Go to Reports

2. Select Lists

3. Click Last In Report

Step 2: Choose Output Format

1. In the View As section, select one of the following:

   • PDF for printing or sharing

   • HTML to view in your browser

   • Excel to export and work with the data

Step 3: Enable Pets Checked In Only

1. Include checked in pets only box means the pet needs to be checked in for an appointment to be pulled into that report.  If the checked in box is unchecked, then the pet needs to have an apppoinment for that date range to be on the report.

Step 4: Select a Module

1. Under Select a module, choose:

   • All Modules, or

   • A specific module: Boarding, Grooming, Daycare, or Special Services

This helps target specific services, such as grooming-only follow-ups.

Step 5: Choose How Clients Are Included

Under Print customers, select one of the following options:

1. • Last In Since – Clients who have had an appointment since a chosen date.

   • Not In Since – Clients that did not have an appointment since a chosen date.

   • In Between Dates – Clients who did have an appointment at least once in a date range.

   • Not In Between Dates – Clients who didn’t have an appointment during the date range

Step 6: Select Dates

1. Enter a Beginning date

2. Enter an Ending date (if applicable)

3. Use "Only go back to" to limit how far back the system looks for visit history

This helps prevent pulling extremely old client data.

Sort by: Client Name or In Date

This determines how clients are included or excluded based on visit history.

Last In Since

Clients who have had an appointment since a chosen date.

Example use: Find active or recently visiting clients.

(See screenshot example: Last In Since January 1st, 2025)

Not In Since

Clients that did not have an appointment since a chosen date.

Example use: Identify inactive or lapsed clients for re‑engagement.

(See screenshot example: Not In Since – Boarding Module)

In Between Dates

Clients who did have an appointment at least once in a date range.

The report will display their most recent visit within that date range.

Example use: Marketing or reporting on activity during a specific promotion or season.

(See screenshot example: In Between Dates)

Not In Between Dates

Clients who didn’t have an appointment during the date range

The report will display their last visit outside of that range.

Example use: Identify clients who skipped a season or stopped coming in during a known period.

(See screenshot example: Not In Between Dates)

Date Fields Explained

• Beginning Date – Start of the reporting window

• Ending Date – End of the reporting window

• Only Go Back To – Limits how far back the system will search for a client’s last visit

Using Only Go Back To helps avoid pulling extremely old or irrelevant client history.

Please note:  You are required to enter a date in the 'Only go back to' field or the report will print blank.  If you want KC to check for your entire database, choose the first date your business was open, June 1st, 2010 for example.

Common Use Case Examples

• Run Not In Since for Grooming to find clients who may need reminders

• Run In Between Dates to measure campaign effectiveness

• Run Not In Between Dates to identify churn during a season

• Export to Excel for bulk email or mailing list creation

Summary

The Last In Report is one of the most flexible and valuable list reports in Kennel Connection. By combining module filters, date logic, and output options, you can quickly build accurate client lists for follow‑up, marketing, reporting, and database maintenance.

If you’re unsure which option to use, start with Not In Since—it’s the most common and impactful way to identify clients who may need outreach.