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Location Reports

See how to send a location report



  1. Select sales.
    Sales

  2. Select all sales.
    ALL SALES

  3. Select a sale.
    CLICK IN TO A SALE


  4. Select sale reports.
    PORTAL - SALE REPORTS

  5. Select location report.
    Screenshot 2024-06-25 at 5.12.41 pm

  6. You can change the email subject, email body, reply to email, edit signature and add attachments or leave as default.
    Screenshot 2024-06-25 at 4.30.04 pm

  7. Scroll down to the send reports section and select managers. You can select all or select individuals.
    Screenshot 2024-06-25 at 5.18.10 pm

  8. Select horse list to see all the horses included in the report.
    Screenshot 2024-06-25 at 5.20.11 pm

  9. Select preview to view the report or preview pdf to view it in pdf format.
    Screenshot 2024-06-25 at 5.23.26 pm

  10. Scroll up and select send reports when ready to send.
    Screenshot 2024-06-25 at 5.26.02 pm