Reports & Exports

Reports

·         From the My Sales screen, click Reports

o   Choose your preferred format

§  Formats offered: HTML, XLS, CSV, PDF

o   Choose which report you want to generate

·        Complete Sale Listings

o   Provides all of the details for each consignment:

§  Sale Company ID

§  Hip Number

§  Horse Name

§  Registration Number

§  Birth Year, Color, Sex

§  Sire

§  Dam

§  Hip Number

§  Consignor And/Or Agent

§  Notes

§  Breeding Information

·        Reconciliation Report

o   Provides information catered towards the sale company for business purposes:

§  Withdrawn Entries

§  Deleted Entries

§  Cost of each entry

§  Additional consignor information (address, contact information, etc.)

§  Photo and video

·        Expanded Consignor List

o   Provides all horses in the sale, with basic information, grouped by Consignor Name

·        Short Consignor List

o   Provides all consignors/agents in the sale with the hip numbers of their consignments

·        Label Builder

o   Provides the option to print Consignor Mailing Labels, Seller Sheet Labels, and/or Sale Horse Labels onto blank labels

o   Labels should be Avery brand

§  Consignor Mailing Labels – Avery 5160 (1” x 2-5/8”)

§  Seller Sheet Labels – Avery 5163 (2” x 4”)

§  Sale Horse Labels – Avery 5160 (1” x 2-5/8”)

§  Compatible Avery labels can be found by visiting their website:

·         https://www.avery.com/templates/5160

·         https://www.avery.com/templates/5163

o   For complete labels, please make sure the desired fields are filled in completely on each horse’s “Edit Horse” page

o   Choose labels to print:

§  Consignor Mailing Labels – Consignor Name & Address

§  Seller Sheet Labels – Consignor Name with list of Hip Numbers in Sale

§  Sale Horse Labels – Horse Name, Hip #, Reg #, Sex, Year Foaled

o   Click “Next” then “Build Labels” (please note: Labels may take a few minutes to build)

o   Save PDF to your computer

o   Print onto label sheets

·        Sire List

o   Provides a list of all sires, covering sires, foal at side sires, and embryo sires with the hip numbers of the sale horses they pertain to

·        Dam List

o   Provides a list of all first dams with the hip numbers of the sale horses they pertain to

·        Horse List

o   Provides a list of all consignments with their hip numbers

·        Download Transaction Report

o   Provides a log of all entries as they were entered into the Catalog Builder. It includes if the consignment was AQHA or Non-AQHA, the cost, and if the entry was deleted.

Exports

·         These buttons are only needed if you are sending your catalog to a designer for further customization

·         From the My Sales screen, click the Actions tab for your export options

·        Export Sale to RTF

o   Export your pedigree pages in RTF format

o   You can then import the file into an editing software of your choice for additional customization

·        Export Sale to TSV

o   Export your pedigree pages in TSV format

o   TSV files can be opened in Excel and formatted to sort the information in separate columns

1.    Click Export Sale to TSV

2.    Open Excel

3.    Open to choose a new file. Go to file location where your sale is downloaded.

4.    Click the dropdown menu that says “All Excel Files…” and change to “All Files”

5.    Select your TSV file and click Open

6.    A pop-up will appear with formatting choices. Choose the following options:

·         Delimited, Start Import at Row 1, NEXT

·         Tab, Text Qualifier “, NEXT

·         General, FINISH

·        Export Ref. Sires to RTF

o   Exports the pedigree pages in your Reference Sire session to RTF format

·        Process QData Sires

o   Exports all sire paragraphs as RTF files into a single zip file