Article Details
Summary
The New Customers report lists customers created in a date range. Use it to see who signed up through the customer portal, who staff created, their referral source, and which new customers have future reservations.
What This Does
Gingr partners with Joe Zuccarello, owner of Paragon Dog Grooming and a business management expert for pet care businesses. Joe can help you use this report and others like it, set performance goals, and guide you toward them. To connect with Joe, select Talk to an Expert at the top of the report, or visit our page about this partnership.
Reporting and Location Access
Reports in Gingr use location-based reporting. Results are calculated for the locations you select, not for 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 credited.
- 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.
Your Allowed Locations decide which locations you can choose. If a location does not appear as an option, check your Allowed Locations before you run the report.
Key Features
- Export options: Check Export to Excel when you generate the report. Or select the green Print PDF button.
- Advanced column features: Add, arrange, and sort columns to get the data you want. See Advance Column Features.
- Add to Campaign: Select + Add to Campaign at the top of the list to add the results to a campaign. See Add to a Campaign from a Report.
Report Parameters
| Setting | Description |
|---|---|
| Registered From | Choose a start date. The report shows customers registered on or after this date. |
| Registered To | Choose an end date. The report shows customers registered on or before this date. |
| Registered at Location | Select the locations to run the report for. Customers show based on the Home Location on their profile. |
| Include totals? | Check this box to see totals of customers by source and by whether they have future bookings. A section with pie charts also shows. |
| Export to Excel? | Check this box to export the results to Excel. |
Helpful Hints
- You can run the report for a date range and for several locations at a time. The dates are based on when the customer registered.
- The report is for past dates only. You cannot run it for future dates.
- You can run it for a maximum of 90 days at a time.
Report Output
Results Totals
When you check Include totals, a section shows overall customer data. It shows the number and percentage of new customers with future reservations. It also shows the number and percentage for each referral source. Pie charts show for each section. Hover over a chart for more detail.
Results Details
The report lists all new customers with this information:
| Output | Description |
|---|---|
| Home Location | The home location assigned to the owner's profile. |
| Owner Name | The owner's first and last name. Select it to open the owner's profile. |
| Animal Names | The names of the animals on the owner's account. |
| Owner Notes | Notes from the owner form, in the system field named "notes." These are not employee notes. |
| Registered by | "Gingr Support User" means the customer created the profile on your portal's registration form. If a staff member created the profile, their name shows. "Self Registered" means Gingr imported the owner when you moved to Gingr. |
| Registered at | The date and time the owner's profile was created. |
| First Reservation | The reservation type, date, and time of the first scheduled or completed reservation on the owner's account, if any. Select it to open the reservation details page. |
| Next Reservation | The reservation type, date, and time of the pet's next reservation, if any. Select it to open the reservation details page. |
| First Transaction | The date and time of the owner's first transaction. |
| Customer Source | The customer's referral source, from the referral field on the owner form. |
Export and Print the Report
To export a CSV file, check Export to Excel? in the report parameters. Then select the blue Generate Report! button.
After you generate the report, select the green Print PDF button at the bottom of the report parameters.
To print results with all the owner form details, not only the report columns, select Print All at the top of the results.
Add Results to a Marketing Campaign
After you run the report, select Add to Campaign at the top of the results. This lets you target the customers on the report in a marketing campaign.
Where to Find It
Go to Book Icon » Reports » New Customers.
Related Articles
- Add to a Campaign from a Report How-To
- Send a Marketing Campaign How-To
- Advance Column Features How-To
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