Article Details
Introduction
The Unsigned Agreements Report is used to generate a list of owners who have a reservation during a specified time frame and who have not signed a selected agreement type.
For businesses with multiple locations, this report supports location-based filtering, allowing staff to view which customers still need to sign agreements by Home Location or Booking Location across one or more facilities.
Key Features
In addition to standard reporting features, this report includes:
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Export Options. You may export the report by selecting the Export to Excel checkbox upon report generation. You can also print this report by selecting the Print PDF option.
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Advanced Column Features. Add, 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 Unsigned Agreements report, navigate to Book Icon » Reports » Unsigned Agreements Report.
From this page, you can adjust the following reporting parameters to tailor the report to your needs.
Report Parameters
| Setting | Description |
| Select Location Type(s) | Choose whether to filter by Home Location (the pet parent’s registered site), Booking Location (the site where the reservation occurs), or both. |
| Select Location(s) | Choose one or more specific locations to include in the report. When multiple locations are selected, results are limited to those locations only. |
| Agreement Type | Select from the list of enabled agreement types in the instance. |
| Has Reservations Between | Choose a current or future 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 both date fields blank to generate a list of all owners who have not signed the selected agreement.
Use Select Location Type(s) and Select Location(s) to identify unsigned agreements by site, ensuring compliance tracking for each facility.
Report Output
| Owner | The owner that has not 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 |
| Location Name | Displays the relevant location based on the selected filter type. |
Tips and Tricks
Use column headers to sort results alphabetically or numerically.
Use Export to Excel or Print PDF to share or archive results for follow-up.
Selecting + Add to Campaign adds the listed owners to a new marketing campaign or reminder message.
Related Resources
- Customer Agreements Topic Outline
- Advanced Column Features How To
- Add to a Campaign from a Report How To
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