View All Owners Page (Reference)

Article Details

Summary

The View All Owners page is a complete list of all owners in your database, including leads and inactive owner profiles. You can search, sort, and filter the list to find what you need.

Where to Find It

Go to Left Navigation: Owners and Pets » View All Owners. You can sort, search, filter, and pin each column, and more.

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, not from all locations by default. Each report shows the type of location it uses, which decides how it calculates results.

Common location types are:

  • Booking Location: Where the reservation or appointment takes place.
  • Invoice Location: Where revenue and financial activity are counted.
  • Spend Location: Where the pet parent's purchases and charges happened.
  • Package Purchase Location: Where a package or subscription was bought.
  • Subscription Location: Where the subscription is enrolled.
  • Transaction Location: Where the payment was processed.
  • Pet Parent Home Location: The pet parent's assigned home location.

The user's Allowed Locations decide which locations show in a report. Users can only view and report on locations they are allowed to access. If a location does not show as an option, check the user's Allowed Locations before you run the report.

Key Features

  • Export Options: Select the Export to CSV button in the top right corner of the report.
  • Advanced Column Features: Add, arrange, and sort columns to get the data you want.
  • Add to Campaign: Select the + Add to Campaign button at the top of the list to add the list to a campaign.

Report Parameters (Default Fields)

Report Output Description
Actions The icons, from left to right: View Owner Profile, Edit the owner form, Download Virtual Contact File, Invoice History, Search Payment History.
First Name The owner's first name.
Last Name The owner's last name.
Address The street address.
City The city.
Zip Code The zip code.
Email The owner's primary email address.
Home phone The owner's home phone number.
Cell Phone The owner's mobile phone number.
Animals The names of the pets on the owner's profile.
Referral The referral source from the owner form's "How Did You Hear About Us?" field.
Card on File A blue "View" button shows if the owner has a card on file.
Last Reservation The date of the last reservation, if there is one.
Next Reservation The date of the next reservation, if there is one.
Created At The date the owner's profile was created.
Receives Email The owner's opt-in or opt-out status for system emails, including system-generated, marketing, and reminder emails.
Receives Text The owner's opt-in or opt-out status for system SMS, including system-generated, marketing, and reminder SMS.
Delete Record? If an owner's profile can be deleted, a "Delete" button shows in this column.

Sort the List

Owners are listed in the order they were created. To sort the list, select the arrow icon next to a column header.

Table of owners with contact details.

You can sort columns A to Z or Z to A. You can also filter by typing in the search bar or with the filter function. The filter options are Equals, Not Equal, Starts With, Ends With, Contains, and Does Not Contain.

Select the arrow icon once to sort A/1 to Z/99. Select it a second time to sort Z/99 to A/1. Select it a third time to return the list to its original order, the order owners were created.

Pin and Auto-Size Columns

Select the action menu button next to a column header to pin, auto-size, or hide a column.

To pin a column, select "pin this column" and choose the side of the grid. A pinned column stays in view as you scroll.

Table of owner contact information

To auto-size columns to fit their content, select "auto-size this column" or "auto-size all columns."

Table of owner contact information with auto-sized columns.

Add Custom Columns

You can add custom fields from your Owner, Animal, and Reservation forms to the View All pages by tagging them on the form.

  1. Go to Left Navigation: Admin » Owner, Animal, or Reservation Form.
  2. Edit the field you want.
  3. Select "View All" in the "Tags" section.

Field edit window with the Tags section.

Market to and Export Lists

As you search and filter a list, you can add the results to a marketing campaign or export them to a .csv file. When you filter and sort a list, Gingr adds only the filtered results to your campaign or export. Use the "Add to Campaign" and "Export to CSV" options in the top right of the list.

Animal management page with dog list.

Helpful Hints

How can I delete an owner from my database?

If an owner profile has no reservation or transaction history, you can delete it from the View All Owners report. If the profile can be deleted, a button shows at the far right of the page in the "Delete Record?" column. If the owner has any transaction history, the delete button does not show.

What if I have duplicate owner entries?

Merge duplicate owner profiles at Left Navigation: Admin » Merge Data. To merge owner profiles, the animals on each account must match so Gingr can merge them at the same time. See Merge Owner Accounts.

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