Overview: What are we talking about?
The Owners Files Report allows businesses to generate a list of files that have been uploaded to owners accounts crossed a specified date range.
This report streamlines pet and owner record management by allowing users to quickly populate and review files that have been uploaded or emailed during a specified date range.
This report includes:
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Export Options. You may export the report by selecting the Export to Excel checkbox upon report generation.
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Ability to Send an email. This report allows users to quickly email a client without navigating away from the report.
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Options to view or download uploaded Files. This report allows users view or download a file generated on the report.
How To: Run the Owner Files Report
1. Navigate to Left Navigation: Reports and More » Files Report
2. Fill out the fields according to the parameters below.
3. Generate Report!
Report Parameters
| Parameter | Description |
| From | Choose a starting date to see files uploaded on or after this date. |
| Until | Choose an end date to see see files submitted on or before this date. |
| Owner Uploaded Only? | Check this box to only includes files uploaded by the pet's owner |
| Export to Excel? | Check this box to export an Excel file of the data |
Report Results
| Options | Description |
| Actions | This button gives user the option to send an email to the client, delete the file, or make the file private |
| Download File | Clicking this option allows for the file to be downloaded or Viewed |
| File Name | Displays the name of the file |
| Owner | Displays the name of the owner |
| Animal Names | Displays the name of the pet(s) |
| File Uploaded At | Displays the date and time the file was uploaded |
| Owner Uploaded | Indicates whether or not a file was uploaded the owner |
| Visible to Customer | A green check mark will display if the file is visible to the customer |
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