Gingr Business Analytics: Financial » Invoice Charges Summary

Madeleine L.
Madeleine L.
  • Updated

Overview: What are we talking about?

Gingr Business Analytics is a paid reporting tool that offers combined financial and reservation data for multiple Gingr subdomains.

The Invoices Charges section of the report gives a high-level overview of charges (taxable, tax-exempt, tips, tax, refunded items, and refunded tax) recorded in Gingr. This report can be run for given date ranges, specific days of the week, and for any combination of locations in various subdomains.

This article includes:

Helpful Hints: Before you begin

  • Gingr Business Analytics is a paid reporting tool best designed for facilities with multiple subdomains that need to view combined booking and financial data across Gingr URLs. For more information about how to sign up for Gingr Business Analytics, please read our article here Gingr Business Analytics Overview.
  • Gingr Business Analytics » Financial » Invoice Charges section displays a summary of all charges data for the user's selected subdomains. This includes Subtotal Charges, Tax, Tips, and Refunds. 
  • The data can be limited by subdomain(s), location(s), date range, and/or day of week, and each section of the report can be exported to Excel or .CSV.
  • You can hover over to see the tooltip for each graph, or click on each section to update the graphs. Clicking on it again will reset it.
  • You can right-click on any graph to show the data as a table.

How to: Access Gingr Business Analytics » Charges Section

For more information about how to sign up for Gingr Business Analytics, please read our article {{link}}. Once you have an account associated with your subdomain(s), you can log into Gingr Business Analytics using your login credentials here: analytics.gingrapp.com

To access the Invoice Charges report, navigate to Reporting » Financial » Invoice Charges. You can either click "Invoice Charges" in the Left-hand Navigation menu or under the "Invoice Charges" section » "Go to Report".

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From this page, you can adjust the reporting parameters to tailor the report to your needs.

How to: Set Report Parameters

The Invoice Charges Summary will automatically default to all subdomains you have access to, all days of the week, and last 30 days. The report output can be adjusted by clicking the parameters in the box on the top right corner of the screen.

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Report Parameters

Setting Description
Subdomain/Location(s) Combine or exclude data for subdomains and/or specific locations at each subdomain. Optionally click the arrow next to each subdomain to select/unselect specific locations at that subdomain.
Day of Week Choose day(s) of week to view data for (i.e. all Mondays in given date range).
Date Range Click "Last 30 Days" to view all options for Quick Selection (i.e. "Last 7 days", "Year to date", etc), or click the date range displayed to enter a custom date range.

 

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How to: Report Output

The Charges report contains five sets of data: Charges Summary, Refunds Summary, Totals Summary, Net Total Over Time, and Invoices Total Breakdown. These correspond to the Charges Summary section at the top of the Revenue by Date Report, and give an overview of charges on invoices checked out in Gingr during the given date range.

In Gingr, "charges" are considered revenue services rendered on invoices that were checked out or refunded within the date range of the report. This data includes taxable and tax-exempt items, tips, tax, refunds, and refunded tax processed on invoices.

For subdomains where the names of the items or account codes match exactly across subdomains, then the data will be combined under the same name or account code.

Important note: You can right click on any section of the report to view the data as a table, rather than a graph. 

Charges Summary

This section gives a quick overview of Charges data for the given date range. It specifically includes Subtotal Charges (both taxable and tax-exempt), Tax Charged, and Tips.

This section corresponds to the Charges Summary section at the top of the Revenue by Date Report.

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Refunds Summary

This section gives a quick overview of Refund data for the given date range. It specifically includes Refunded Items (including refunded taxable items, refunded tax-exempt items, refunded tips) and Refunded Tax.

This section corresponds to the Charges Summary section at the top of the Revenue by Date Report.

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Totals Summary

This section is the net total of Charges summary minus Refunds Summary.

This section corresponds to the Charges Summary section at the top of the Revenue by Date Report.

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Net Total Over Time

This section displays a total per each day if the selected date range is 30 days or less. It displays the total per each month if the selected date range is greater than 30 days. It displays the total per each year if the selected date range if the range is greater than a year and a half.

This section corresponds to the Charges Summary section at the top of the Revenue by Date Report.

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Invoices Totals Breakdown

This section gives a more detailed overview of Charges. It specifically includes Subtotal Charges (taxable and tax-exempt), Tax Charged, Tips, Refunded Items, and Refunded Tax. Each sub-section can be expanded to view the full breakdown of items contributing to the totals by clicking the "+" sign next to the title of the sub-section. For more details on what makes up the Subtotal Charges, you can utilize the "Charges" Report on Gingr Business Analytics.

This section corresponds to the Charges Summary section at the top of the Revenue by Date Report.

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How to: Drill Down Data

Each section of the report contains options to further drill-down the data displayed via charts and graphs. 

In the "Net Total Over Time" section, you can hover over each data point to view a more detailed breakdown. Depending on the length of the selected date range, this may display by day, month, or year. 

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You can also click any date in the "Net Total Over Time" section and it will update the "Charges" and "Refunds" section to display data breakdowns just for that date or date range. You can click the date again to remove the spotlight.

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Additionally, each section also has an option to view the data in table format. To access this, click the three dots showing next to the section and choose "Show as Table". Alternatively, right clicking on any graph will also make the "Show as a table" option available.

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This will display the data in an easy-to-read table on a new page.

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How to: Export the Report

Each section of the report can be exported to Excel or .CSV. To export the data, first, generate the report using your desired parameters. Then click the three dots showing next to the section you would like to export and choose "Export Data".

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You will then see a popup asking which type of export you would like:

  • Data with Current Layout: This option is only available for table and matric visuals, and is a default option shown by Microsoft BI. At this time, none of the report outputs match this parameter.
  • Summarized Data: This option exports the data as it is shown on the report, as a high-level overview of totals. 
  • Underlying Data: This option exports the underlying data that contribute to the totals displayed on the report. At this time, this export is not possible.

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Data can then be viewed in Excel, Pages, Google Sheets, etc.

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