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Sale Docs and Media Report

See how to send sale docs and media reports



  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 sales docs and media
    Screenshot 2024-06-25 at 3.57.17 pm

  6. Select the horses you wish to include
    Screenshot 2024-06-25 at 4.02.09 pm

  7. Upload vet and pedigree reports.
    Screenshot 2024-06-25 at 4.05.24 pm

  8. Select the information you wish to include.
    Screenshot 2024-06-25 at 4.07.56 pm

  9. Click next.
    Screenshot 2024-06-25 at 4.09.48 pm


  10. You can search by books or sessions from the drop down menu
    Screenshot 2024-06-25 at 4.15.52 pm

  11. You can edit the email subject and body text or leave as default.
    Screenshot 2024-06-25 at 4.12.34 pm

  12. Scroll down and select all or search for owners.
    Screenshot 2024-06-25 at 4.18.42 pm

  13. Scroll to the top and click send reports.
    Screenshot 2024-06-25 at 4.21.25 pm