How to Extract Owner Lists

How to Extract Owner Lists

You can extract a list of your owners as well as the horses they own.  Here's how.

To extract a list of Owners By Horse

  1. Go to your Report Tab.
  2. On the left pane, select Horse Owner Extract.
  3. On the top, select Owners By Horse.

  4. Select the horses whose owners you wish to extract in the Horse Name field.  To ease your search, you can also filter by Location and/or Status.
  5. You can also choose to include owners from your Archived Horses or owners with 0% shares.
  6. Once you've set your filters, click Search.
  7. You can sort the search results list further by location or by status,

  8. Once you are happy with the list, you can export the file either by CSV or by PDF.
Alert
The Owner User ID is only included in the CSV export.

To extract a list of Horses by Owner

  1. Go to your Report Tab.
  2. On the left pane, select Horse Owner Extract.
  3. On the top, select Horses by Owner.
  4. You can select owners to include in the list in the Owner Name dropdown.

  5. Tick on Include Archived Horse to include horses in your archived list.
  6. Once you are happy with your selection, click on Search.
  7. Use the export buttons to export the list in either CSV or PDF formats.

    • Related Articles

    • How to add an owner

      There are two ways to open the Add Owner screen: Click on the green button, then select Owner; or Go to your Owners List by clicking on the Owner tab From the Owner menu, click on the Add Owner button Then proceed to enter all the relevant details of ...
    • How to configure and assign Owner Groups

      Owner Groups can be configured to allow you to target certain owners in Stable Updates. You may wish to group similar owners based on their interests. Likewise, if you have a group of Owners who don’t currently own a share in any horse, you can ...
    • How to add horses to an owner's account

      To add horses to an owner's account, follow the steps below: 1. Navigate to the specific owner under the 'Owner' tab  2. Scroll down to the Horse Accessibility section 3. Click on Add Horse Access to bring up Horse Ownership pop up 3. Proceed to: ...
    • How to approve or reject horse access requests

      Via the Prism Owner Portal, owners will sometimes request access to horses in your stable if they are Owners of that horse. This is usually when they are syndicate members or 'other owners' not responsible for payments, and the manager of a syndicate ...
    • How to archive an owner from a horse

      If you wish to remove an owner from a horse, you can archive the owner to ensure you maintain the transaction history of the horse. When you archive an owner, it means the horse will stay in their list as an archived horse. But the owner won’t be ...