Owner Files Report (Reference)

Article Details

Introduction

The Owners Files Report allows businesses to generate a list of files that have been uploaded to owners accounts crossed a specified date range.

This report streamlines pet and owner record management by allowing users to quickly populate and review files that have been uploaded or emailed during a specified date range.

Reporting & Location Access

Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report rather than displaying data for all locations by default. Each report indicates the type of location it uses, which determines how results are calculated.

Common location types include:

  • Booking Location – Where the reservation or appointment takes place

  • Invoice Location – Where revenue and financial activity are attributed

  • Spend Location – Where the pet parent’s purchases and charges occurred

  • Package Purchase Location – Where a package or subscription was purchased

  • 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

Available locations in a report are determined by the user’s Allowed Locations. Users can only view and report on locations they are explicitly allowed to access. If a location does not appear as an option, verify the user’s Allowed Locations configuration before running the report.

 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.  

    Owner Files Report interface with export option.
     
  • Ability to Send an email.  This report allows users to quickly email a client without navigating away from the report.

    File management interface with report options.
     
  • Options to view or download uploaded Files.  This report allows users view or download a file generated on the report.

    File management interface with report options.

 

Getting Started

  1. Navigate to Left Navigation: Reports and More » Files Report.

     
  2. Fill out the fields according to the parameters below.
     
  3. Generate Report!

 

Report Parameters

Report parameters selection form

 

Parameter Description
From Choose a starting date to see files uploaded on or after this date.
Until Choose an end date to see see files submitted on or before this date.
Owner Uploaded Only?  Check this box to only includes files uploaded by the pet's owner
Export to Excel? Check this box to export an Excel file of the data

 

Report Output

Report parameters and file list interface

 

Options Description
Actions This button gives user the option to send an email to the client, delete the file, or make the file private
Download File Clicking this option allows for the file to be downloaded or Viewed
File Name Displays the name of the file
Owner Displays the name of the owner
Animal Names Displays the name of the pet(s)
File Uploaded At Displays the date and time the file was uploaded
Owner Uploaded Indicates whether or not a file was uploaded the owner
Visible to Customer A green check mark will display if the file is visible to the customer

 

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.
     
  • Clicking the Pencil icon next to the owner's name will allow you to change the owner that the file belongs to. 

 

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