Article Details
Summary
The Unsigned Agreements Report lists owners who have a reservation in a time frame you pick and who have not signed a selected agreement type.
What This Does
For businesses with more than one location, this report has location-based filters. Staff can see which customers still need to sign agreements by Home Location or Booking Location across one or more facilities.
Key Features
- Export Options: Select the Export to Excel box when you generate the report. You can also select Print PDF.
- Advanced Column Features: Add, arrange, and sort columns to get the data you want. See Advanced Column Features.
- Add to Campaign: Select + Add to Campaign at the top of the list to add the list to a campaign. See Add to a Campaign from a Report.
Where to Find It
Go to Book Icon » Reports » Unsigned Agreements Report.
Report Parameters
| Setting | Description |
| Select Location Type(s) | Choose 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 locations to include. If you select more than one location, results include only those locations. |
| 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 from that point. |
| And | Choose an ending date and time to see reservation data up to that point. |
| Export to Excel? | Generate the report, then select this box to export a CSV file. |
Helpful Hints
- Leave both date fields blank to list all owners who have not signed the selected agreement.
- Use Select Location Type(s) and Select Location(s) to find unsigned agreements by site and track compliance for each facility.
Report Output
| Owner | The owner who has not signed the selected agreement. |
| Animal Names | The pets tied to this owner. |
| Next Reservation | If a pet has an upcoming reservation, it shows in this column. |
| Location Name | The location that matches the filter type you chose. |
Tips
- Select a column header to sort results alphabetically or by number.
- Use Export to Excel or Print PDF to share or save results for follow-up.
- Select + Add to Campaign to add the listed owners to a new marketing campaign or reminder message.
Related Articles
- Customer Agreements Topic Outline
- Add to a Campaign from a Report How-To
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