Overview

The Employee Notes Report allows users to view all employee notes added to animal and owner profiles within a selected date range. This report supports reporting by location, helping multi-location businesses review notes and staff communications by site.

Reporting & Location Access

Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report rather than displaying data for all locations by default. Each report indicates the type of location it uses, which determines how results are calculated.

Common location types include:

• Booking Location – Where the reservation or appointment takes place

• Invoice Location – Where revenue and financial activity are attributed

• Spend Location – Where the pet parent’s purchases and charges occurred

• Package Purchase Location – Where a package or subscription was purchased

• Subscription Location – Where the subscription is enrolled

• Transaction Location – Where the payment was processed

• Pet Parent Home Location – The pet parent’s assigned home location

Available locations in a report are determined by the user’s Allowed Locations. Users can only view and report on locations they are explicitly allowed to access. If a location does not appear as an option, verify the user’s Allowed Locations configuration before running the report.

Key Features

In addition to standard reporting options, this report includes:

• Export Options – Print to PDF or export to Excel for offline review.

• Reporting by Location – Displays only the notes created for the selected location, ensuring accurate reporting for each site.

Getting Started

To access the Employee Notes Report, navigate to Reports (Book Icon) » Employee Notes.
From this page, you can adjust parameters to refine your results.

Report Parameters

Report Output

Animals

Employee notes created for animals within the specified date range. The parameters can be organized by clicking the column title names, which include:

• Animal 
• Owner 
• Note Type
• Note
• Created At 
• Created By 

Owners

Employee notes created for animals within the specified date range. The parameters can be organized by clicking the column title names, which include:

• Owner
• Animal Names
• Note Type
• Note
• Created At 
• Created By 

Export and Print the Report: 

If you'd like to export to a CSV file, check the tick box "Export to Excel?" in the report parameters at the top of the page before selecting the blue Generate Report! button. 

To get a PDF version of this report, click the green Print PDF button in the report parameters at the top of the page once you have generated the report.

Additional Notes

• Each note is automatically assigned to the user’s current location when created.

• The report’s Location filter is a single-select dropdown, displaying notes only for the selected site.

• Historical notes display as No Location when created before location tracking was implemented.

• Users can view notes across all locations but can only create or edit notes in their allowed locations.

Related Resources

• Employee Notes Topic Outline