Article Details
Summary
The Signed Agreements Report lists owners who have a reservation in a time frame you pick and who signed a selected agreement type.
What This Does
Reporting and Location Access
Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select in the report. Each report's location label decides how it calculates results.
For businesses with more than one location, this report also has location-based filters. Staff can check agreement compliance by Home Location or Booking Location.
You can only pick locations in the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.
Key Features
- Export Options: Check the Export to Excel box when you generate the report. You can also select Print PDF.
- Advanced Column Features: Arrange and sort columns to get the data you want. See Advanced Column Features.
- Add to Campaign: Select the + Add to Campaign button at the top of the list to add the list to a campaign. See Add to Campaign from a Report.
Where to Find It
Go to Book Icon » Reports » Signed Agreements Report.
Report Parameters
| Setting | Description |
| Select Location Type(s) | The location type to base the report on: Home Location (the pet parent's registered site) or Booking Location (the site where the reservation occurs). You can select one or both. |
| Select Location(s) | One or more locations to include in the report. If you select more than one location, only results that match those locations show. |
| Agreement Type | An agreement type from the list of enabled agreement types in the instance. |
| Has Reservations Between | The start date and time for the reservation data. |
| And | The end date and time for the reservation data. |
| Export to Excel? | Generate the report, then check this box to export a CSV file. |
Helpful Hints
- Leave both date fields blank to list all owners who signed the selected agreement.
- Use Select Location Type(s) and Select Location(s) to focus results on specific sites. This keeps agreement data in line with each facility's operations.
Report Output
| Owner | The owner who signed the selected agreement. |
| Animal Names | The pets tied to this owner. |
| Location Name | The location tied to the agreement, based on the filter you picked. |
| Next Reservation | If a pet already has an upcoming reservation, it shows in this column. |
Tips
- Select a column header to sort results alphabetically or by number.
- Use Export to Excel for recordkeeping or compliance tracking.
- Select + Add to Campaign to add the listed owners to an email or SMS campaign.
Related Articles
- Add to Campaign from a Report How-To
- Advanced Column Features How-To
- Customer Agreements Topic Outline
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