Before You Begin

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.

Getting Started

Services Pending Scheduling are services that have been added to a reservation, that have not been scheduled and are required to be. There are two ways a service can end up here:

• Incorrect Setup:
  • There is no default start time or duration set for the service and therefore the system does not know where to put it on the calendar if a frequency of 'every day,' 'every other day,' etc. are selected.
     
  • To check your setup, please see our article Create an Additional Service. Click the pencil icon for the service to edit it. If there is no default start time or duration set for the service, enter it.
     
• The Service was not Scheduled:
  • When a service that must be scheduled is added through the dashboard services widget, there is a second step of picking a date that must be taken. If this step was skipped, the service will be pending scheduling.

When you add a service through the widget, if the service is set up to be scheduled, you will have to assign a date for the service to happen on. After adding the service in the widget, click the pencil icon in the top left of the widget to assign a date. This will open a panel where you can edit the service. At the bottom of that panel, you will see a date and time entry field, where the date field is blank. Click into that to pick a date within the reservation. You can also change the time, if you wish.

To find services that have been classified as Services Pending Scheduling:

1. Navigate to Left-hand Navigation: Reports & More » Reports » Services Pending Scheduling. A report is automatically generated showing all services that have yet to be scheduled.
    
2. To schedule the services, select a Start Date and a Start Time, and then click Save Schedule!

Related Resources

• Services Reports Topic Outline
• Services by Date Report Reference