Signed Agreements Report (Reference)

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Introduction

The Signed Agreements Report is used when staff members want to generate a list of owners who have a reservation during a specified time frame that also has a selected agreement type signed. 

 

Key Features

In addition to standard reporting features, this report includes:

  • Export Options. You may export the report by selecting the Export to Excel checkbox when generating the report. You can also print this report by selecting the Print PDF option.

  • Advanced Column Features. Arrange and sort columns to get the data you want. To learn more, refer to the Advanced Column Features reference document.

  • Add to Campaign. Generated report lists can be added to a campaign by selecting the + Add to Campaign button at the top of the list. To learn more, refer to the Add to Campaign reference document.

 

Getting Started

To access the Signed Agreements report, navigate to Book Icon » Reports » Signed Agreements Report. From this page, you can adjust the following reporting parameters to tailor the report to your needs.

 

Report Parameters

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Setting Description
Agreement Type Select from the list of enabled agreement types in the instance.
Has Reservations Between Choose a starting date and time to see reservation data starting at this date and time.
And Choose an ending date and time to see reservation data ending at this date and time. 
Export to Excel? Generate the report and then check this box to export a CSV file.

 

Helpful Hints

  • Leave the Has Reservations Between setting blank to generate a report of all owners that have signed the agreement.

  • Leave the And setting blank as well to generate a complete list of owners.

 

Report Output

Screenshot 2024-07-23 at 11.55.14 AM.png

Owner The owner that has signed the selected agreement.
Animal Names The pets tied to this owner
Next Reservation If a pet has an upcoming reservation already scheduled, it will show up in this column

 

Tips and Tricks

  • Use the column headers on the report to reorganize data alphabetically or numerically.

  • Clicking on the name of the Owner or Animal will redirect the user to the respective profile.

  • Selecting + Add to Campaign will add the owners to a new campaign email or SMS

 

Related Resources

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