Introduction

The Unsigned Agreements Report is used by staff members to generate a list of owners who have a reservation during a specified time frame that also has not signed the selected agreement type.  

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 upon report generation. You can also print this report by selecting the Print PDF option.
  
  
• 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

Helpful Hints

• Leave the Has Reservations Between field blank to generate a report of all owners that have not signed this agreement.
  
  
• Leave the And field blank as well to generate a complete list of owners. 

Report Output

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

• Customer Agreements Topic Outline
• Advanced Column Features How To
• Add to a Campaign from a Report How To