Use this report to generate a list of owners who have a reservation during a specified time frame that also has a selected agreement type signed.
This article includes:
- Report Parameters: How to Generate the Signed Agreement Report
- Report Output: Viewing Attached Owner Accounts
- Exporting the Report and Adding Customers to Campaigns
Helpful Hints: Before you begin.
This report will generate a list of customers that have signed a specified agreement. If you have multiple agreements, you will have to select one at a time to view this information.
To view your existing agreements, navigate to Settings » Admin » Agreement Templates.
To access the Signed Agreements report, navigate to Book Icon » Reports » Signed Agreements Report. From this page, you can adjust the following reporting parameters to tailor the report to your needs.
|Agreement Type||Select from the list of enabled agreement types in the instance.|
|Has Reservations Between||Choose a starting date and time to see reservation data starting at this date and time.||Leave this field blank to generate a report of all owners that have signed this agreement.|
|And||Choose an ending date and time to see reservation data ending at this date and time.||Leave this field blank as well to generate a complete list!|
|Export to Excel?||Generate the report and then check this box to export a CSV file.|
Report Output:Click on the owner name, animal name, or reservation to be redirected to the corresponding details page.
|Owner||The owner that has signed the selected agreement.|
|Animal Names||The pets tied to this owner|
|Next Reservation||If a pet has an upcoming reservation already scheduled, it will show up in this column!|
Exporting the Report and Adding Customers to Campaigns:
If you'd like to export to a CSV file, check the tick box "Export to Excel?" in the report parameters at the top of the page before selecting the blue Generate Report! button.
Click the "+ Add to Campaign" button at the top of the generated list of signed agreements to include owners in a new campaign email or SMS.