Article Details
Summary
The Services by Date report shows which services are scheduled in a time range. It also shows who each service is assigned to and whether it is complete.
Reporting and Location Access
Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report's location label decides how results are calculated.
Available locations are limited to the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.
Where to Find It
Go to Left-hand Navigation: Reports & More » Reports » Services By Date(s).
Report Parameters
| Setting | Description |
| From | Choose a start date and time for service data. |
| To | Choose an end date and time for service data. |
| Locations | Select the locations to see service data for. |
| Run Report By | Choose between services and service add-ons. |
| Choose User(s) | Select the users to include. This is optional. |
| Options | Filter the report by "Services Attached to Reservations Within Date Range" or "Services Scheduled Within Date Range." |
| Scheduled Within Date Range | Select this to see services scheduled in the date range. |
| Include Address? | Select this to include the pet parent's address in the results. |
| Include Totals | Select this to see a table that totals the scheduled services by type. |
| Export to Excel? | Select this to export and download the report data to an Excel file. |
| Include Checked Out Reservations? | Select this to include reservations that already checked out. |
Helpful Hints
- If you select many locations, Gingr combines the service data into one report.
- Select the services or add-ons to see data for in the date range, or select all services.
- Choose User(s) is optional. Leave it blank for a full report.
- Choose an option based on whether you want services or add-ons attached to a reservation that falls fully or partly in the date range.
- To print or export a PDF, generate the report and select the green Print to PDF button.
Report Output
If you check the "Totals?" box before you generate the report, the report shows a totals box of the services or add-ons in the date range.
| Column | Description |
| Actions | Select the drop-down menu to View Appointment Card, Edit Reservation, Edit Service, or Delete. |
| Service | The pet's service. |
| Add Ons | Add-ons to the pet's reservation, if any. |
| Animal | The pet whose service falls in the date range. |
| Owner | The animal's owner name. |
| Address | Optional. If you checked the box, this shows the owner's address. |
| City/State/ZIP | If the address field is on, this fills in the rest of the owner's address. |
| Home Phone | The owner's home phone, if any. |
| Cell Phone | The owner's cell phone, if any. |
| Type | The reservation type the service or add-on is attached to. |
| Lodging | Where the pet stayed during the reservation, if any. |
| Start Date | The start date of the reservation. |
| End Date | The end date of the reservation. |
Tips
- Select any table heading to sort by that field.
- You can mark a service add-on as complete. This shows when an add-on was done on a reservation outside of an additional service. When you run the report for add-ons, select the checkbox in the:
- Service Addons column.
- Appointment Card "Complete?" column.
- Dashboard Services modal.
- Service Addons column.
Export and Print the Report
To get a PDF, generate the report. Then select the green Export to PDF button at the top of the report. To export a CSV file, check Export to Excel? in the report parameters.
Select + Add to Campaign at the top of the Totals section to include owners in a new campaign email or SMS.
Related Articles
- Booking Performance Report Reference
- Reservations by Date Range Report Reference
- Services Pending Scheduling Report Reference
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