Article Details
Summary
The Owner Files Report lists files uploaded to owner accounts in a date range. It helps you manage pet and owner records by quickly finding files uploaded or emailed in that range.
What This Does
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Export Options: Check Export to Excel when you generate the report.
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Send an email: Email a client without leaving the report.
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View or download files: View or download any file on the report.
Reporting and Location Access
Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report shows the type of location it uses, which decides 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 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 are available in a report. If a location does not show as an option, check the user's Allowed Locations setup before you run the report.
Where to Find It
Go to Left Navigation: Reports & More » Files Report. Fill out the parameters and select Generate Report!
Report Parameters
| Parameter | Description |
| From | The start date. Shows files uploaded on or after this date. |
| Until | The end date. Shows files submitted on or before this date. |
| Owner Uploaded Only? | Check this box to only include files the pet's owner uploaded. |
| Export to Excel? | Check this box to export an Excel file of the data. |
Report Output
| Option | Description |
| Actions | Lets you email the client, delete the file, or make the file private. |
| Download File | Lets you download or view the file. |
| File Name | The name of the file. |
| Owner | The name of the owner. |
| Animal Names | The name of the pet or pets. |
| File Uploaded At | The date and time the file was uploaded. |
| Owner Uploaded | Shows whether the owner uploaded the file. |
| Visible to Customer | A green check mark shows if the customer can see the file. |
Tip: Select a column header to sort data alphabetically or by number. Select an owner or animal name to open their profile. Select the Pencil icon next to the owner's name to change which owner the file belongs to.
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