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.
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.
-
Ability to Send an email. This report allows users to quickly email a client without navigating away from the report.
-
Options to view or download uploaded Files. This report allows users view or download a file generated on the report.
Getting Started
- Navigate to Left Navigation: Reports and More » Files Report.
- Fill out the fields according to the parameters below.
- Generate Report!
Report Parameters
| 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
| 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.
Comments
0 comments
Article is closed for comments.