Employee Notes Report (Reference)

Article Details

Summary

The Employee Notes Report shows all employee notes added to animal and owner profiles in a date range. It supports reporting by location, so multi-location businesses can review notes and staff communication by site.

What This Does

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select, not from all locations by default. Each report shows the type of location it uses, which decides 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 counted.
  • Spend Location: Where the pet parent's purchases and charges happened.
  • Package Purchase Location: Where a package or subscription was bought.
  • 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.

The user's Allowed Locations decide which locations are available in a report. Users can only view and report on locations they are allowed to access. If a location does not show as an option, check the user's Allowed Locations setup before you run the report.

Key Features

  • Export Options: Print to PDF or export to Excel for offline review.
  • Reporting by Location: Shows only the notes created for the selected location, so reporting for each site is accurate.

Where to Find It

Go to Reports (Book Icon) » Employee Notes. On this page, you can change the parameters to narrow your results.

Report Parameters

Setting Description
From View employee notes created on or after this date.
To View employee notes created on or before this date.
Animals Select this box to include employee notes added to animal profiles in the time frame.
Owners Select this box to include employee notes added to owner profiles in the time frame.
Export to Excel? Select this box to export report results to Excel.

Report Output

Animals

Employee notes created for animals in the date range. To sort the results, select a column title: Animal, Owner, Note Type, Note, Created At, or Created By.

Animal employee notes table.

Owners

Employee notes created for owners in the date range. To sort the results, select a column title: Owner, Animal Names, Note Type, Note, Created At, or Created By.

Owner and pet notes table.

Export and Print the Report

To export to a CSV file, select the box Export to Excel? in the report parameters at the top of the page. Then select the blue Generate Report! button.

To get a PDF of this report, generate the report and select the green Print PDF button in the report parameters at the top of the page.

Form with date range and export options.

Additional Notes

  • Gingr assigns each note to the user's current location when it is created.
  • The report's Location filter is a single-select dropdown. It shows notes only for the selected site.
  • Past notes show as No Location if they were created before location tracking began.
  • Users can view notes across all locations but can only create or edit notes in their allowed locations.

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