View All Owners Page (Reference)

Article Details

Introduction

In this article, we will cover how to use the View All Owners page. By the end of this article, you should have an understanding of how to access this page and how you can use its features to help you search, sort, and filter information to find exactly what you need.

The View All Owners page is a complete list of all owners in your database, including leads and inactive owner profiles. 

 

Key Features

In addition to standard reporting features, this report includes:

  • Export Options. You may export the report by selecting the Export to CSV button in the top right hand corner of the report.

  • Advanced Column Features. Add, arrange, and sort columns to get the data you want.

  • 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 our Add to Campaign how to document. 

 

Getting Started

To  access the View All Owners page, go to Left Navigation: Owners and Pets » View All Owners.

From these pages, you can filter and sort the information in a wide variety of ways. Each column can be sorted, searched, filtered, pinned, and more.

 

Report Parameters (Default Fields)

Report Output Description
Actions In order of Icons from left to right: View Owner Profile, Edit the owner form, Download Virtual Contact File, Invoice History, Search Payment History
First Name Displays the first name of the owner
Last Name Displays the last name of the owner
Address Displays street address
City Displays City
Zip Code Displays Zip Code
Email Owner's Primary Email Address
Home phone Owner's Home Phone Number
Cell Phone Owner's Mobile / Cell Phone Number
Animals Displays Names of pets attached to owner profile
Referral Displays Referral Source From Owner Form's "How Did You Hear About Us?"
Card on File Displays Blue "View" button is owner has card on file
Last Reservation Displays Date of last reservation if applicable
Next Reservation Displays Date of next reservation if applicable
Created At Date Owner's profile was created
Receives Email Displays an owners communication opt in/out status for system emails including system generated, marketing, and reminder emails. 
Receives Text Displays an owners communication opt in/out status for system sms including system generated marketing, and reminder sms
Delete Record? If an owner's profile is eligible for deletion a "Delete" button will show in this column


 Sorting Content

Owners are originally listed in the order in with they were created. You can sort content the list of owners in your database by clicking through the arrow icons next to the column header.

4cxNZPfPVJ.gif

Columns can be sorted alphabetically ascending or descending, filtered by typing in the search bar or by using the filter function with the following criteria: Equals, Not Equal, Starts With, Ends With, Contains, Does Not Contain. 

Clicking the arrow icon one time will sort the list alphanumerically A/1 » Z/99. Clicking it a second time will sort it Z/99 » A/1. Clicking it a third time will put the list in its original state which lists owners in the order that they were created.

Pinning and Auto-sizing Columns

By clicking the action menu button next to a column header title, you can pin, auto-size, and hide columns.

You can pin columns by selecting “pin this column” and choosing the side of the grid that you want to pin the column. Pinning a column will pin that information to the selected area so that you can scroll while still being able to view that information.

t1XYpzpkIm.gif

 

You can auto-size columns by selecting “auto-size this column” or “auto-size all columns” to fit the content within the column.

SQfXUvQDzg.gif

 

Adding Custom Columns

Custom fields from your Owner, Animal, and Reservation forms can be added to the View All pages by tagging those fields on the form.

To tag a field to these view all pages, you will go to Left Navigation: Admin » Owner, Animal, or Reservation Form.

For any field, you can edit it and select “View All” from the “Tags” section.

QXpbIUgvMD.gif

 

Marketing to and Exporting Lists

For any of these lists, as you search and filter results, you can add your results to a marketing campaign or export your results to a .csv file.

You can export a list or add to a marketing campaign at any time and as you begin to filter and sort a list, Gingr will only add the filtered results to your campaigns or export.

You can export or add to a campaign using the “Add to Campaign” and “Export to CSV” options in the top right of the list.

G10ezoEiWH.gif

 

Helpful Hints

  • How can I delete an Owner entry from my database?

    If an owner profile has no reservation or transaction history their profile can be deleted from the View All Owner's Report. If an owner's profile is eligible for deletion, there will be a button on the far right hand side of this page under the "Delete Record ?" column. If an owner has any transaction history the delete button will not be present.

  • What if I have duplicate Owner entries? 

    Duplicate Owner Profiles can be merged under Left Navigation: Admin » Merge Data. To merge Owner Profiles, the animals on each account must match so they can be successfully merged at the same time.

For more information on managing owner accounts and deleting or merging profiles, please see Merge Owner Accounts.

 

Related Resources

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.